May 5, 2026 | SML Planning Minute Podcast, Company News
Divorced spouses may be caught unaware that they could be eligible for a Social Security benefit based on their ex’s work history. The rules are complicated, but if you’re in that situation, there may be a pleasant surprise waiting for you: collecting a Social Security benefit you didn’t even know existed.
Apr 28, 2026 | SML Planning Minute Podcast, Company News
A recent survey by LIMRA presented a jarring statistic: young adults believe that the cost of a life insurance policy is 10 to 12 times higher than it really is. The truth is that, for young people, the security and peace of mind a life insurance policy may provide may be a lot more affordable than you think.
Apr 21, 2026 | SML Planning Minute Podcast, Company News
The IRS has published its annual “Dirty Dozen” list for 2026. As always, scammers keep coming up with new tricks to snare unsuspecting taxpayers. It’s best to know what you’re up against!
Apr 14, 2026 | SML Planning Minute Podcast, Company News
Trump Accounts were just signed into law last July, and they are undeniably popular. Are they worth looking into?
Apr 7, 2026 | SML Planning Minute Podcast, Estate Planning, Company News
There are many American citizens who will spend an extended period outside the United States. What happens to your estate if you die while residing in a foreign country? It’s complicated. Planning is essential.
Mar 31, 2026 | SML Planning Minute Podcast, Company News, Business Planning
Due to the One Big Beautiful Bill Act, the U.S. Supreme Court and current employment conditions, there’s never been a more important time for business owners to review their business succession and employee benefits plans.