May 13, 2025 | SML Planning Minute Podcast, Company News, Retirement Planning
Episode 332 – Most Americans are very concerned with the adequacy of their retirement savings, and whether rising health care costs and inflation will adversely affect their retirement. Many are also concerned with the availability of Social Security. There are many resources and tools available to help you plan.
May 6, 2025 | SML Planning Minute Podcast, Company News, Retirement Planning
Episode 331 – Opportunity cost is an often-overlooked factor that has an effect on every financial decision you make. Understanding this concept can have a significant impact on how you approach even the most basic of financial decisions.
Apr 29, 2025 | SML Planning Minute Podcast, Company News, Retirement Planning
Episode 330 – The prospect of increased longevity should make all of us smile, but it creates issues that prior generations rarely had to face. Are you ready to deal with the consequences?
Apr 22, 2025 | SML Planning Minute Podcast, Company News, Retirement Planning
Episode 329 – With retirement planning, as with most financial principles, every situation is different. That said, we all need a few guidelines to see if we are going in the right direction. But these basic ideas evolve over time as demographics, life expectancy, tax laws and available products all change. Here are a few ideas that could use a good debunking.
Apr 1, 2025 | SML Planning Minute Podcast, Company News, Social Security Planning
Episode 326 – There’s been a lot of talk lately about making Social Security income tax-free. This would certainly be a popular move, especially for seniors. But doing so comes at a steep price.
Mar 18, 2025 | Estate Planning, SML Planning Minute Podcast, Company News
Episode 324 – If your income goes up over time, it doesn’t necessarily mean that you’ll be able to save more. If you’re not careful, “lifestyle creep” can make things worse. Here are a few ideas on how to fight back against lifestyle creep.