SML Planning Minute

SML Planning Minute


Latest Episodes

Study Indicates that Half of Older Americans May Unretire
January 30, 2024

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

Estate Planning and Sibling Rivalry
January 23, 2024

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?

Five Important Financial Truths about Millennials Revisited
January 16, 2024

Episode 264 - Its hard to believe, but the oldest millennials are already approaching middle age. What makes them different from a financial point of view?

Five Important Financial Truths about Millennials
January 12, 2024

Episode 182 - It’s hard to believe, but the oldest millennials are already approaching middle age. What makes them different from a financial point of view?

Problems at the Social Security Administration
January 09, 2024

Episode 263 - The program 60 Minutes recently took on the problem of overpayments by the Social Security Administration, and raised some interesting points.

The Unique Challenges Faced by the “Sandwich” Generation
January 02, 2024

Episode 262 - The Sandwich Generation, people taking care of both parents and children at the same time, are subject to some unique challenges.

Tax Gap Projections and Increased IRS Enforcement
December 26, 2023

Episode 261 - The IRS will be increasing tax enforcement action on high-income and high-net-worth individuals, and business owners. Prepare now.

Avoiding a Fake Charity
December 19, 2023

Episode 260 - This being the holiday season, many of us have turned some of our attention to charitable gifts. The IRS has recently published some guidelines to help spot the difference between a real

IRS Again Delays New Reporting for Gig Workers and Independent Contractors
December 12, 2023

Episode 259 - The IRS further delays implementation of the rules related to the issuance of Form 1099-Ks to gig workers and independent contractors.

Disinheriting Adult Children for Their Political Beliefs Revisited
December 05, 2023

Episode 258 - Weve all heard stories of Thanksgiving dinners gone terribly wrong. The food is great, the mood is good, and everyone is happy to see each other. But it all goes terribly wrong when pol