Aug 6, 2025 | Company News
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.
Aug 5, 2025 | SML Planning Minute Podcast, Company News
Episode 343 – No one enjoys receiving a letter from the IRS, especially when they open it and realize that their return is being reviewed. The odds are longer than most people realize, but what should you do if this happens to you?
Jul 29, 2025 | SML Planning Minute Podcast, Company News, Social Security Planning
Episode 342 – Thinking of collecting your Social Security at age 62? Watch out for the “Excess Earnings Test.” It’s a bit more complicated than you may realize.
Jul 22, 2025 | Estate Planning, SML Planning Minute Podcast, Company News
Episode 341 – News flash: Estate planning is not for just the wealthy. Here are some ideas put forward in a recent article by renowned estate attorney Jonathan Blattmachr, especially for what he describes as “middle tier clients,” which he defines as people whose wealth does not exceed the available exemptions.
Jul 15, 2025 | SML Planning Minute Podcast, Company News
Episode 340 – Actively listening to what someone else is saying can be incredibly hard, but it comes with enormous benefits. How do effective leaders manage it?