Apr 30, 2024 | SML Planning Minute Podcast, Estate Planning, Company News
Episode 279 – Estate planning is the process of protecting your wealth and transferring a legacy to your heirs in the manner you wish. Everyone needs an estate plan regardless of wealth or lack of exposure to estate taxes.
Apr 16, 2024 | SML Planning Minute Podcast, Company News, Social Security Planning
Episode 277 – After many years, the Social Security Administration (SSA) has finally taken steps to fix the problem it has referred to as “clawback cruelty.”
Apr 9, 2024 | SML Planning Minute Podcast, Estate Planning, Company News
Episode 276 – Fair vs equal. Leaving your estate in equal shares to each of your children may not necessarily be the most beneficial or effective for your children.
Apr 2, 2024 | SML Planning Minute Podcast, Company News
Episode 275 – There’s a growing phenomenon in our society: the tendency to live beyond our means simply to impress others. It doesn’t bode well for the future.
Mar 26, 2024 | SML Planning Minute Podcast, Company News, Retirement Planning
Episode 274 – Recent trends indicate that the concept of phased retirement is becoming more popular. Is it right for you?