Apr 23, 2024 | SML Planning Minute Podcast, Estate Planning, Company News
Episode 278 – Regardless of what you want to do with your wealth, such as leaving it to family, charity, government, or spending it all, you will need to plan for your intended outcome. Doing nothing is not going to work.
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.
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?
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 | SML Planning Minute Podcast, Estate Planning, 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?