Feb 6, 2024 | SML Planning Minute Podcast, Company News
Episode 267 – There’s bad news everywhere you look. Political polarization in the USA, war in the Middle East, and natural disasters all over the place. But what if things are actually better than we realize? Here are some reasons to celebrate.
Jan 30, 2024 | SML Planning Minute Podcast, Company News, Retirement Planning
Episode 266 – Is early retirement a realistic goal for many people? A new study indicates that half of older Americans are considering either returning to the workforce or staying employed longer than they first planned.
Jan 23, 2024 | Estate Planning, SML Planning Minute Podcast, Company News
Episode 265 – Previously dormant sibling rivalries tend to turn up when large sums of money are at stake. What estate planning steps can you take to help minimize the problem?
Jan 16, 2024 | SML Planning Minute Podcast, Company News
Episode 264 – It’s hard to believe, but the oldest millennials are already approaching middle age. What makes them different from a financial point of view?
Jan 9, 2024 | SML Planning Minute Podcast, Company News
Episode 263 – The program 60 Minutes recently took on the problem of overpayments by the Social Security Administration, and raised some interesting points.