Mar 31, 2026 | SML Planning Minute Podcast, Company News, Business Planning
Due to the One Big Beautiful Bill Act, the U.S. Supreme Court and current employment conditions, there’s never been a more important time for business owners to review their business succession and employee benefits plans.
Mar 24, 2026 | SML Planning Minute Podcast, Company News
With seemingly everything related to health care, the cost of long-term care keeps going up, which may eat into your savings if needed. What are your options to hedge that risk?
Mar 17, 2026 | SML Planning Minute Podcast, Company News
A recent essay by Matt Shumer, CEO of OthersideAI, an artificial intelligence company, has gone viral. He projects widespread employment disruption due to the rise of AI, and much more quickly than most people expect. Is he right?
Mar 10, 2026 | SML Planning Minute Podcast, Company News
The latest U.S. life expectancy figures from the Centers for Disease Control and Prevention offer some fantastic news. The prospect of increased longevity should make all of us smile. But does it complicate your retirement planning?
Mar 3, 2026 | SML Planning Minute Podcast, Company News
Charles Ponzi died penniless in 1949. The man himself is long forgotten, but his spirit lives on. Two recent convictions are a cautionary tale. Let the buyer beware.
Feb 24, 2026 | SML Planning Minute Podcast, Company News, Social Security Planning
In the past few months, some social media “finfluencers” have suggested that it might be a good idea to collect your Social Security early and invest the money in the stock market. Does it actually work? We follow up on a recent article from The Wall Street Journal that covers the issue in detail.