Articles
Fixing Social Security: “Means Testing”
Episode 50 - Everyone tells us that Social Security needs “fixing.” The Social Security Trust Fund, as it currently exists, is not projected to be big enough to cover all of its projected payouts beyond the year 2035. So something needs to be done. Is “means testing” the answer? Continue Reading Fixing Social Security: “Means Testing”
Social Security Survivor Benefits
Episode 49 - Learn more about Social Security Survivor Benefits in this podcast episode of SML Planning Minute. Continue Reading Social Security Survivor Benefits
How Much Life Insurance Do You Need?
Episode 47 – How Much Life Insurance Do You Need? Many financial professionals recommend a sound program of personal risk management. Life insurance is part of the process.
Estate Planning for Your Pet
Episode 46 – Estate Planning for Your Pet. What would happen to your pet in the event of your death or incapacity? If you don’t have provisions in place, your pet could go days at home without food and water, and could feel panicked, distressed or...
Implementation
Episode 45 – Things to Consider When Building Your Financial Plan, Part 9 of 9. This is the last episode in our nine-part series. Many financial plans fail not because they were bad plans, but because people never committed to the last step of the...
Retirement
Episode 44 – Things to Consider When Building Your Financial Plan, Part 8 of 9. The question in planning for retirement is, “Will I have enough income and assets to provide for a financially secure future?” Listen to our latest podcast to learn more about...
Future Health Care
Episode 43 – Things to Consider When Building Your Financial Plan, Part 7 of 9. When creating your financial foundation, you need to prepare for one of the largest costs you’ll face once you are no longer receiving a paycheck: health care.
Tax Strategies
Episode 42 – Things to Consider When Building Your Financial Plan, Part 6 of 9. In the words of Benjamin Franklin, “In this world nothing can be said to be certain, except death and taxes.” Tax strategies are an important part of your financial...
Peace of Mind and Investing
Episode 41 – Things to Consider When Building Your Financial Plan, Part 5 of 9. In the first four episodes of this nine-part series, we introduced the cash flow statement, the balance sheet, establishing goals, debt, and protection through insurance. We...
Protection
Episode 40 - Things to Consider When Building Your Financial Plan, Part 4 of 9. So far in the first three episodes of this nine-part series we introduced the cash flow statement, the balance sheet, spending goals and debt. Now we turn our focus to...
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