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Estate Planning

[Video] States With No Income Tax

[Video] States With No Income Tax STEPHEN 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 don’t want to live in a cold area. I don’t want to deal with snow. I want to move somewhere…

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[Video] Financial Independence Day

FDS Financial Independence Header II

[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 others it’s a favorite movie or even the day they finally retire. I love to read books, blogs, or articles.  I recently came across the concept of…

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[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 through here is the big picture to make sure everything is still as you desire.  Because sometimes life happens.  It…

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