Jan 31, 2023 | SML Planning Minute Podcast, Personal Planning, Company News
Episode 215 – Most people don’t like thinking about life insurance but understand its importance to providing financial protection to their family or business. That conflict causes many to make mistakes with life insurance.
Jan 3, 2023 | SML Planning Minute Podcast, Personal Planning, Estate 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.
Nov 22, 2022 | SML Planning Minute Podcast, Personal Planning, Company News
Episode 205 – The holiday season is also the season of charitable giving which most people do through gifts of cash. But donating highly appreciated assets like publicly traded securities is much better.
Oct 11, 2022 | SML Planning Minute Podcast, Personal Planning, 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.
Oct 4, 2022 | SML Planning Minute Podcast, Personal Planning, Company News
Episode 198 – The Inflation Reduction Act of 2022 provides long overdue healthcare relief to seniors and retirees.
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.