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Insights

How an ILIT Can Help Protect Your Family’s Wealth

July 5, 2024
Life insurance is a powerful tool for estate planning: It provides a means to transfer wealth to beneficiaries free...
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Getting Paid for Uncertainty: The Case for Bonds

July 4, 2024
Bonds have taken investors on a wild ride since the Federal Reserve acknowledged that inflation was not transitory, and...
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Estate Planning: A Critical Consideration for Divorcees

June 10, 2024
Divorce is often emotionally and mentally draining, as parting couples experience anger and disappointment while navigating complex legal processes...
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Good News on a Tough Choice: Saving for Retirement vs. Repaying Student Loans

June 6, 2024
Young, college-educated professionals often face a financial dilemma: They’d like to contribute as much as possible to their employer-sponsored...
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Long-Term Capital Gains Tax Strategies

May 31, 2024
When you meet with your advisor and tax professional to review your wealth plan, consider discussing whether to put...
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Three Strategies for Tax-Efficient Investing

May 30, 2024
Developing and managing a comprehensive, adaptable investment strategy is challenging enough on its own. When you factor in the...
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Executive Compensation: How to Get the Best Package for You

May 2, 2024
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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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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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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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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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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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

#141

Building Wealth as a Young Professional

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July 11, 2024
#140

In 2024, Should You Rent or Buy Your Home?

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June 13, 2024
#139

Year-Round Tax Planning

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May 16, 2024
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