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Insights

Optimize Retirement Assets Through Tax-efficient Withdrawals

April 4, 2025
Read time: 5 minutes How long will your retirement savings last? The answer may depend on the order...
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Creating a Family Mission Statement

April 2, 2025
Read time: 4 minutes Family wealth is like a comfortable vehicle with plenty of range: It can take...
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Buy-Sell Agreements: Understanding the Basics

March 6, 2025
Read time: 5 minutes What makes for a successful business partnership? Clear communication, shared goals and mutual respect...
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Stay Active and Healthy in Retirement

March 6, 2025
Read time: 3 minutes For new retirees, having a wide-open calendar can feel like unbounded freedom. But while...
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Major Tax Changes Hang in the Balance

February 7, 2025
Read time: 5 minutes What to Know The 2017 Tax Cuts and Jobs Act (TCJA) was a...
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In Retirement, Cash Flow is King

February 6, 2025
Read time: 4 minutes We’ve all heard the expression “cash is king.” When it comes to retirement, it’s...
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2025 Tax Facts At-A-Glance

2025 Tax Facts At-A-Glance

January 21, 2025
Tax Guide: Your Resource for Year-round Tax-Efficient Investing Year-round planning...
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Tariffs: What You Need to Know

January 2, 2025
Read time: 5 minutes Tariffs have been in the news lately, sparking discussion and raising questions about potential...
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Early Retirement: Should You Consider a Roth Conversion?

January 1, 2025
Read time: 10 minutes You may know that there are several good reasons to consider converting your traditional...
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5 Tips for Planning a Purpose-Based Retirement

5 Tips for Planning a Purpose-Based Retirement

December 4, 2024
People often spend more time planning a vacation or researching a car purchase than they do on how they’ll...
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Consider a “Bucketing” Retirement Strategy

December 3, 2024
Read time: 5 minutes If you’ve saved enough for a secure retirement, congratulations! But accumulating sufficient assets is...
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A Year-end Wealth Review Checklist

December 2, 2024
Read time: 7 minutes The final month of the year is synonymous with holidays, get-togethers and general busyness....
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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

#156

Raising Financially Savvy Children

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April 3, 2025
#155

Navigating and Controlling the Sale of Your Business

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March 20, 2025
#154

Lead with Confidence: Leadership & Mentorship Advice

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March 6, 2025
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