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[Video] The Peter Principle Explains Our Incompetence MICHELLE SMALENBERGER, CFP ® Do you ever look back and think about the things that helped you get to where you are today? As you move up …
Estate Planning
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[Video] States With No Income Tax
[Video] States With No Income TaxSTEPHEN SMALENBERGER, EA ®One question that Michelle and I get a lot, especially as clients are getting closer to retirement, is, "Where should I look to relocate? I …
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[Video] Financial Independence Day
[Video] Financial Independence Day STEPHEN SMALENBERGER, EA ® Independence Day means different things to different people. To some it means the Declaration of Independence for our country. To …
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[Video] What To Do When You Receive An Inheritance
[Video] What To Do When You Receive An Inheritance MICHELLE SMALENBERGER, CFP ® Have you received an inheritance and need to understand the steps to take or what to do? One of my favorite stories …
![[Video] Beneficiaries: Who, When, & Why?](https://financialdesignstudio.com/wp-content/uploads/2017/09/Stephen-Smalenberger-beneficiaries-300x207.jpg)
[Video] Beneficiaries: Who, When, & Why?
STEPHEN SMALENBERGER, EA In Prior videos we talked about 401(k)’s, IRAs, and even life insurance. Something that we haven’t touched on yet is what happens when you pass away. So what I want to go …