Jan 24, 2023 | SML Planning Minute Podcast, Estate Planning, Company News
Episode 214 – Every year a substantial number of people go from married to single, either through divorce or death. A recent article looked at some of the estate planning steps you may need to take if it happens to you.
Jan 3, 2023 | Estate Planning, SML Planning Minute Podcast, Personal Planning, Company News
Episode 211 – Most, if not all of us, own several forms of digital assets in the form of online accounts. These assets must be included in your estate plan. Failure to do so may result in the loss of financial value or sentimental and legacy value.
Oct 25, 2022 | SML Planning Minute Podcast, Company News
Episode 201 – What do you do when you need cash in a hurry? A recent article came up with five options that you might not have thought of. We analyze them here.
Oct 11, 2022 | Personal Planning, SML Planning Minute Podcast, Company News
Episode 199 – If you’re a business owner, by now you’ve undoubtedly heard of the Great Resignation, sometimes known as the Great Reshuffling.
Sep 20, 2022 | SML Planning Minute Podcast, Personal Planning, Company News
Episode 196 – Single parents must have their financial house in order, through insurance, financial and estate plans, to ensure that they protect their sources of income, existing assets and their children.