Jun 18, 2024 | SML Planning Minute Podcast, Company News
Episode 286 – A recent study by the National Financial Educators Council (NFEC) reached a startling conclusion: The majority of high school age respondents received a failing grade when it came to basic financial literacy. What can be done about it?
Jun 10, 2024 | SML Planning Minute Podcast, Company News
Episode 285 – Once again, the IRS has come out with its “Dirty Dozen” tax scams. Don’t be a victim!
Jun 4, 2024 | SML Planning Minute Podcast, Company News
Episode 284 – Mistakes are commonly made on life insurance policy beneficiary designations. Life events also necessitate changes, which is why regular reviews are important. Here are 5 more of the most common mistakes.
May 28, 2024 | SML Planning Minute Podcast, Company News
Episode 283 – Mistakes are commonly made on life insurance policy beneficiary designations. Life events also necessitate changes, which is why regular reviews are important. Here are 5 of the 10 most common mistakes.
May 21, 2024 | SML Planning Minute Podcast, Company News, Retirement Planning
Episode 282 – The IRS, again, provides relief to individuals who inherited traditional IRAs and waives 2024 required minimum distributions for IRAs inherited in 2020 or later.