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Year-end Planning: 5 Strategies to Maximize Savings While Reducing Your Taxable Income

As the year wraps up, you’ve most likely met with your wealth advisor about tax- advantaged moves to make...
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Insights

The New Meaning of Retirement

November 18, 2024
In the past, retirement was typically viewed as the stage of life when one stops working, sells a family...
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Fixed Income Explained

Fixed Income Explained

November 14, 2024
On this episode of Your Life Simplified, Daniel Sharkey , senior wealth advisor, is joined by Sandy Pourcillie ,...
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Economic Outlook 2025: Three Yards and a Cloud of Dust 

November 6, 2024
Since 1950, the average annual growth rate of U.S. gross domestic product (GDP) has been 3.2%. 1 But as...
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Trick or Treats as We Move Into Late Fall? Perhaps a Bit of Both.  

November 6, 2024
“I used to think that if there was reincarnation, I wanted to come back as the president or the...
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Medicare Open Enrollment: What You Need to Know 

November 1, 2024
Medicare’s open enrollment period is underway, allowing recipients to make changes for 2025. If you want to switch from...
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Charitable Giving: Specialized Trusts Tailored to Your ​​Goals 

November 1, 2024
Trusts are powerful tools for estate planning, including charitable giving. They can deliver tax benefits, allow their creators control...
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Scary Financial Mistakes to Avoid

Scary Financial Mistakes to Avoid

October 31, 2024
Do these financial mistakes have you spooked? They don’t have to. Whitney Reagan , wealth advisor, and Daniel Sharkey...
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2025 Estate Tax Exemption

2025 Estate Tax Exemption

October 17, 2024
Scott Luhnau , vice president of multi-generational wealth planning, joins Dan Sharkey , senior wealth advisor, on this episode...
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Why the SECURE 2.0 Act Matters More Than Ever

Why the SECURE 2.0 Act Matters More Than Ever

October 3, 2024
On this episode of Your Life Simplified, host Daniel Sharkey , senior wealth advisor, is joined by Scott Luhnau...
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Employment Picture Steady, Consumer Confidence a Question

October 2, 2024
The Federal Reserve lowered the federal funds rate by 50 basis points (bps) last month. This is the first...
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September Fed Rate Cut Melt-Up: Warranted—or Prelude to an October Meltdown?

October 2, 2024
Statler (S): That was the worst thing I ever heard! Waldorf (W): It was terrible! S: Horrendous!...
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Cybersecurity: 10 Tips To Protect Yourself And Your Personal Data

October 1, 2024
Technology continues to advance, especially with the growing use of Artificial Intelligence (AI). While it provides additional ways for...
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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

#148

Fixed Income Explained

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November 14, 2024
#147

Scary Financial Mistakes to Avoid

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October 31, 2024
#146

2025 Estate Tax Exemption

 Listen Now >
October 17, 2024
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