SML Planning Minute Security Mutual Life Advanced Markets Team
-
- Economia
SML’s Planning Minute will provide brief yet thought-provoking financial planning ideas for individuals, families, business owners and executives. Topics cover a broad range of issues including personal financial planning, retirement planning, life insurance protection planning, estate tax and liquidity planning, business planning, business succession planning, and more.
-
What’s Going to Happen with O.J. Simpson’s Estate?
Episode 280 - The death of O.J. Simpson in April raises a lot of questions. How much money did he really have? And where will it all go?
-
Why Everyone Needs an Estate Plan
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.
-
Making the Right Choices With Your Wealth Revisited
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.
-
The Social Security Administration (SSA) Gets It Right
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.”
-
Fair Versus Equal – What’s the Legacy You Want to Leave to Your Children? – Revisited
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.
-
Social Media May Be Hurting Your Finances
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.