SML Planning Minute

Using the “Three Bucket” Approach in Retirement

Episode 10 -What happens if your retirement accounts have a bad year just before you retire?  It's called "sequence of returns risk," and it could significantly reduce the amount of income you can withdraw over your lifetime.  So what can we do about it?  Try the "three buckets" approach.

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Don’t Waste Those Term Premiums

Episode 9 - If you own term insurance, you know that it will expire at some point in the future. If one of the advantages of permanent insurance that you are seeking is for the living benefit (the access to cash value), you may consider tracking your term premiums.

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Dealing with the Social Security Administration

Episode 8 - Although it’s not always easy dealing with the Social Security Administration, the SSA is probably the most efficiently run government bureaucracy out there. Here are some tips to make your visit as productive as possible.

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Treasury Proposes S.A.L.T. Reduction

Episode 7 - The Treasury’s proposed SALT reduction will have little impact on life insurance—using life insurance to benefit charities continues to be a prudent planning opportunity.

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The Importance of Considering a Trust

Episode 6 - Burt Reynolds left his son Quinton out of his will and instead provided for him privately through a trust. Why is this important, and why should you consider a trust? Here are just a few of the reasons why.

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Start of A New Year

Episode 5 - When it comes to the New Year, we think of our new or renewed resolutions. The start of the year is a great time to reflect and make adjustments, not just at a personal level, but in your financial life as well. Here’s a checklist for getting your house in order during the new year.

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Retirement Income Crisis

Episode 4 - Today we are continuing our focus on retirement income planning. It is never too early to begin this process.

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Listen to Episode 26 - Will YOU Have a Retirement Income Crisis?

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Episode 3 - National Retirement Security Week is a national effort to raise public awareness about the importance of saving for retirement, and it is held every year during the third week of October. Here at Security Mutual, we think building security awareness needs more than one week per year.

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Contact your Security Mutual life insurance advisor to help you implement a plan for achieving your financial goals.

Don’t have a Security Mutual life insurance advisor? Simply click here to find one near you.

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Episode 2 - Deeply private in life, Aretha Franklin’s roughly 80 million dollar estate will be laid bare for all to see.  She died without having a will or trust in place.  And some of her advisors believe it was a mistake.

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Episode 1 - Security Mutual is pleased to announce a concise and engaging new source of useful and timely information: the  SML Planning Minute.  This new podcast will provide current, up-to-date, and thought-provoking financial ideas and concepts for individuals, families, and business owners.

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