Latest from SML Planning Minute

Does “Buy Term and Invest the Difference” Really Work? Episode 368 – “Buy term and invest the difference” sounds like a great idea on paper. But does it a...

Being a Millionaire Ain’t What It Used to Be Episode 367 – It wasn’t that long ago that Regis Philbin drew massive viewers with his TV program Who Wants t...

Going Paperless: To Be or Not to Be? Episode 366 – Over the years, it seems that each of us—whether by choice or not– has been moving gradually from paper...

Important Tax Considerations for Newlyweds Episode 365 – Have you gotten married recently? The next steps are considerably less exciting. There are some i...

Six Ideas on How to Manage Debt Revisited Episode 364 – According to an estimate by Experian, the average American adult holds $6,501 in credit card debt....

Be Skeptical of Financial Advice on Social Media Episode 363 – It is perhaps not surprising that a lot of the financial advice you get on social media is ...

Do You Really Want to Disinherit a Family Member? Episode 362 – So, you’ve been estranged from one of your children for years now. Your feelings are hurt,...

Are You Ready for the New York LLC Transparency Act Starting January 1, 2026? Episode 361 – The effective date of the New York Limited Liability Company T...