Oct 27, 2026 | SML Planning Minute Podcast, Company News
What if you die with an uncashed $80,000 cashier’s check sitting in your house? That happened recently, creating a serious legal dispute between family members. It’s a reminder that neglecting the simplest financial details can have serious consequences.
Oct 20, 2026 | SML Planning Minute Podcast, Company News
Competition for the most talented and skilled workers is a constant battle. Placing a “golden handcuff” on key employees can help tie the employee to the company. One of the most common and effective is a non-qualified deferred compensation (NQDC) plan.
Oct 13, 2026 | SML Planning Minute Podcast, Company News
A surprising number of people tend to waste money on things they don’t need. Are you one of them? A few small changes can go a long way in controlling where your money goes. Here are a few tips that could help improve your spending habits.
Oct 6, 2026 | SML Planning Minute Podcast, Company News
Episode 403 – Don’t make a million-dollar mistake, as Jeffrey Rolison apparently did, by failing to regularly review and update the beneficiary designation on his company sponsored retirement plan.
Sep 29, 2026 | SML Planning Minute Podcast, Company News
How long would you go without getting a physical? Life insurance also requires periodic attention. When was the last time you had a policy checkup? What ”symptoms” do you need to watch out for?