Our Company News
Disinheriting Adult Children for Their Political Beliefs
Episode 180 – We’ve all heard stories of Thanksgiving dinners gone terribly wrong. The food is great, the mood is good, and everyone is happy to see each other. But it all goes terribly wrong when politics enters the room. Continue Reading Disinheriting Adult Children for Their Political Beliefs
Are Irrevocable Trusts Truly Irrevocable? – It Depends
Episode 179 – The word “irrevocable” sounds so formal and final. Fortunately, in the world of estate planning, particularly in today’s modern times, irrevocable does not truly mean irrevocable. Continue Reading Are Irrevocable Trusts Truly Irrevocable? – It Depends
IRS Surprises with New Proposed Regulations on RMDs
Episode 178 – The IRS issued SECURE Act proposed regulations earlier this year. The new rules, while not finalized yet, contain surprises that were not apparent at first glance, especially when it comes to RMDs. Continue Reading IRS Surprises with New Proposed Regulations on RMDs
Bank on Yourself with Marty Smith
Episode 177 – What exactly is “bank on yourself” and how does it work? In this podcast, we learn all the details you need to know from Regional Vice President Marty Smith. Continue Reading Bank on Yourself with Marty Smith
How Do You Get People to Save More Money Revisited
Episode 176 – Savings rates have dropped dramatically in recent decades. What can be done to change this? Financial literacy education can help. But recent studies show that understanding financial psychology can make an even bigger difference. Continue Reading How Do You Get People to Save More Money Revisited
Getting Back to the Basics Revisited
Episode 175 – Between personal responsibilities and career commitments we tend to overlook the fact that there are certain basic areas that we need to pay attention to. If these basic areas are not addressed. there may be serious gaps in our financial plan. Learn just how critical this is as we revisit one of our popular episodes. Continue Reading Getting Back to the Basics Revisited
The Great Resignation: Was It Worth It?
Episode 174 – The so-called “Great Resignation” has had a significant impact on the way we work. What are the long-term implications? Continue Reading The Great Resignation: Was It Worth It?
Giving Wisely and Avoiding Scams
Episode 173 – The crisis in Ukraine has brought out the spirit of generosity in many Americans. But with so many potential ways to help, how can we be sure we’re not getting scammed? Continue Reading Giving Wisely and Avoiding Scams