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Mistakes People Make When Things Are Going Well

Episode 351 – People make financial mistakes all the time, in good times and bad. What are some of the things that people get wrong when things are going well? In a recent article from ThinkAdvisor, author Bryce Sanders outlined what he believes are some of the errors people tend to make when things are looking rosy. Continue Reading Mistakes People Make When Things Are Going Well

Avoiding a Conservatorship

Episode 350 – Conservatorships have been in the news quite a bit over the last few years. What exactly is it, and how do you avoid having to deal with one? Continue Reading Avoiding a Conservatorship

The Role of Optimism in Retirement Planning

Episode 349 – Being an optimist has been shown to increase your overall well-being. But in a recent article in Think Advisor, author Michael Finke suggests that optimism can also help with your retirement planning efforts. Continue Reading The Role of Optimism in Retirement Planning

One Big Beautiful Bill and What It Means to You

One Big Beautiful Bill and What It Means to You

Episode 344 – The One Big Beautiful Bill, or OBBB, is now law. The OBBB extended many provisions created in the Tax Cuts and Jobs Act of 2017, or TCJA. We’ll review and summarize some of the key aspects of the OBBB as it pertains to extended TCJA provisions impacting individuals, families and businesses.ration or LLC? What type is best for you? Continue Reading One Big Beautiful Bill and What It Means to You

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Security Mutual Life Announces Details for the 24th Annual  Jim “Mudcat” Grant Legacy All-Star Golf Tournament

Security Mutual Life Announces Details for the 24th Annual Jim “Mudcat” Grant Legacy All-Star Golf Tournament

30 All-Stars and other celebrities are set to hit a hole-in-one for local charities at the 24th Annual Jim “Mudcat” Grant Legacy All-Star Golf Tournament taking place Thursday, August 28, 2025, at The Links at Hiawatha Landing. Continue Reading Security Mutual Life Announces Details for the 24th Annual Jim “Mudcat” Grant Legacy All-Star Golf Tournament

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ClientLine® covers an array of financial planning topics including estate planning, tax issues, business marketing ideas and more.

ClientLine - Personal and Business Financial-Planning Information - Collage of 4 photos with people of various ages and ethnicities
ClientLine - Personal and Business Financial-Planning Information - Collage of 4 photos with people of various ages and ethnicities

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