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Executive Compensation: How to Get the Best Package for You

Are you being paid what you’re worth? If you’re a top executive, it might not be easy to tell....
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Insights

Should You Take Social Security Early and Invest Your Checks?

May 2, 2024
What’s the best way to maximize your Social Security benefit? While the answer may vary based on your needs,...
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Cash Balance Plans Explained

Cash Balance Plans Explained

May 2, 2024
Cash balance plans are often misunderstood but can be a win-win for tax savings and retirement planning. On this...
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How Parents Can Teach Teens About Investing

How Parents Can Teach Teens About Investing

April 18, 2024
Want to teach your child about investing? It can be difficult to know where to start and even how...
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Managing Health Care Costs in Retirement

Managing Health Care Costs in Retirement

April 12, 2024
It’s no secret that as people age, it becomes increasingly difficult to stay healthy. Not only is health care...
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Discover the HSA Triple Tax Savings Advantage

Discover the HSA Triple Tax Savings Advantage

April 6, 2024
Health care costs can take a bite out of your retirement savings, with costs running as high as $315,000...
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From Santa to the Easter Bunny: Rally Momentum or Melt-Up Zone Ahead?

April 4, 2024
Read time: 14 minutes “Sell in May and Go Away.” — An old investment adage with roots...
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The Big Picture Final Chapter: Worker Productivity

April 4, 2024
Read time: 9 minutes Over the last year, I have written about my longer-term vision of economic and...
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Managing the Hidden Risk to Your Retirement Savings

April 4, 2024
Read time: 6 minutes Retirement savings are usually built slowly and patiently. But retiring at the wrong time...
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Why Working With a Wealth Advisor Is Important

Why Working With a Wealth Advisor Is Important

April 4, 2024
It’s not just about the numbers. There is value beyond the data that a wealth advisor can offer. They...
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Roth IRAs for Kids?

April 3, 2024
Read time: 4 minutes At first, the idea of setting up a retirement account for a child might...
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10 Tips for Teaching Your Children About Wealth Management

April 1, 2024
Read time: 6 minutes Are you confident that your children will be able to responsibly manage the wealth...
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What Are the Implications of a Loan Versus a Financial Gift to a Family Member

April 1, 2024
Q: What is the difference between a gift and an intrafamily loan? A: The IRS defines an intrafamily...
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Podcasts

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

#138

Cash Balance Plans Explained

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May 2, 2024
#137

How Parents Can Teach Teens About Investing

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April 18, 2024
#136

Why Working With a Wealth Advisor Is Important

 Listen Now >
April 4, 2024
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