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SML Planning Minute

SML Planning Minute podcasts provide timely and thought-provoking financial ideas and concepts for individuals, families and business owners. Be sure to listen in! Simply click on a topic below to access a podcast. You can also subscribe to one of the many service providers to listen on the go.

One Big Beautiful Bill and What It Means to You

One Big Beautiful Bill and What It Means to You

Episode 344 – The One Big Beautiful Bill, or OBBB, is now law. The OBBB extended many provisions created in the Tax Cuts and Jobs Act of 2017, or TCJA. We’ll review and summarize some of the key aspects of the OBBB as it pertains to extended TCJA provisions impacting individuals, families and businesses.ration or LLC? What type is best for you? Continue Reading One Big Beautiful Bill and What It Means to You

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Practical Estate Planning Ideas for “Middle Tier” Families

Practical Estate Planning Ideas for “Middle Tier” Families

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. Continue Reading Practical Estate Planning Ideas for “Middle Tier” Families

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Debunking Common Myths About Retirement

Debunking Common Myths About Retirement

Episode 329 – With retirement planning, as with most financial principles, every situation is different. That said, we all need a few guidelines to see if we are going in the right direction. But these basic ideas evolve over time as demographics, life expectancy, tax laws and available products all change. Here are a few ideas that could use a good debunking. Continue Reading Debunking Common Myths About Retirement

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