Posts by Michelle Smalenberger, CFP®
What Medicare Coverage Do You Actually Need? [Video]
In this video, we break down the different types of Medicare coverage and what you might need to consider based on your age.
Read MoreInherited IRA Distributions: Post SECURE Act [Video]
Inherited IRA distributions have complex rules. If your loved one passed away AFTER 1/1/2020 and the SECURE Act, then this video is for you!
Read MoreThe Basics of Non-Qualified Stock Options (NQSOs) [Video]
Have questions about NQSOs? In this video we will breakdown what they are, how they work, and when you might want to use them.
Read MoreShould I Use a Deferred Compensation Plan? [Video]
Wondering if a deferred compensation plan is right for you? In this video we cover how it works, tax factors, as well as pros and cons.
Read MoreSocial Security Income for Cost of Living Increase [Video]
Will your social security income cover your expenses? In this video, we will cover the what you need to know about the cost of living increase!
Read MoreCreating and Funding Estate Plans [Video]
What do you need to start creating and funding estate plans to protect your family legacy? Watch this video to learn more!
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