Jul 22, 2025 | Estate Planning, SML Planning Minute Podcast, Company News
Episode 341 – News flash: Estate planning is not for just the wealthy. Here are some ideas put forward in a recent article by renowned estate attorney Jonathan Blattmachr, especially for what he describes as “middle tier clients,” which he defines as people whose wealth does not exceed the available exemptions.
Jul 15, 2025 | SML Planning Minute Podcast, Company News
Episode 340 – Actively listening to what someone else is saying can be incredibly hard, but it comes with enormous benefits. How do effective leaders manage it?
Jul 8, 2025 | Estate Planning, SML Planning Minute Podcast, Company News
Episode 339 – The rich and famous are prone to estate planning mistakes. Today we look at some real world examples, and the lessons we can all learn from all of them.
Jun 24, 2025 | SML Planning Minute Podcast, Company News
Episode 338 – Do single people really need life insurance? Here are six good reasons why they might.
Jun 17, 2025 | SML Planning Minute Podcast, Company News
Episode 337 – The rate of gray divorce—defined as divorce after the age of 50 following a long-term marriage—has increased in recent years. The financial impact can be especially difficult for women.
Jun 10, 2025 | Company News
Binghamton Mayor Jared M. Kraham, and Broome County Executive Jason T. Garnar, alongside local leaders, proclaimed the week of June 9, 2025, “Security Mutual Week”, in the City of Binghamton and in Broome County.