Apr 23, 2024 | Estate Planning, SML Planning Minute Podcast, Company News
Episode 278 – Regardless of what you want to do with your wealth, such as leaving it to family, charity, government, or spending it all, you will need to plan for your intended outcome. Doing nothing is not going to work.
Apr 16, 2024 | SML Planning Minute Podcast, Company News, Social Security Planning
Episode 277 – After many years, the Social Security Administration (SSA) has finally taken steps to fix the problem it has referred to as “clawback cruelty.”
Apr 9, 2024 | Company News
DICK’S Sporting Goods Open tournament director, John Karedes, alongside Security Mutual Life President and Chief Executive Officer, Kirk R. Gravely, and Security Mutual Life Chair of the Board, Bruce W. Boyea, proudly announced the results from the Birdies For Cancer campaign at the 2023 DICK’S Sporting Goods Open.
Apr 9, 2024 | Estate Planning, SML Planning Minute Podcast, Company News
Episode 276 – Fair vs equal. Leaving your estate in equal shares to each of your children may not necessarily be the most beneficial or effective for your children.
Apr 2, 2024 | SML Planning Minute Podcast, Company News
Episode 275 – There’s a growing phenomenon in our society: the tendency to live beyond our means simply to impress others. It doesn’t bode well for the future.
Mar 26, 2024 | SML Planning Minute Podcast, Company News, Retirement Planning
Episode 274 – Recent trends indicate that the concept of phased retirement is becoming more popular. Is it right for you?