Call Us: 800-384-1756
All Wealth Planning Services Insurance Strategies Behavioral Finance Retirement Planning Trust & Estate Planning Commentary Tax
All Commentary Video Article Podcast Whitepaper

Insights

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

November 18, 2024
As the year wraps up, you’ve most likely met with your wealth advisor about tax- advantaged moves to make...
Read >

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...
Read >

Estate and Gift Tax Quick Facts

February 2, 2024
Take advantage of the current lifetime gift and estate planning tax exemption before it sunsets at the end of...
Read >

New Reporting Required for Certain Legal Entities: Does It Apply to You?

January 2, 2024
Read time: 3 minutes Effective Jan. 1, 2024, a new reporting requirement requires millions of entities to electronically...
Read >

How to Shrink Your Long-term Capital Gains Taxes

December 14, 2023
Read time: 5 minutes When it comes to investing, what matters most isn’t what you earn—it’s what you...
Read >

How Tax-Loss Harvesting Can Offset Capital Gains

November 2, 2023
Read time: 4 minutes Investing is usually thought of as a win-or-lose affair: Either your investments make money,...
Read >
Are You Planning for Taxes Year-Round?

Are You Planning for Taxes Year-Round?

September 7, 2023
We recommend discussing proactive tax planning with your wealth advisor and tax professional throughout the year to help ensure...
Read >
Relocating to a Tax-Friendly State

Relocating to a Tax-Friendly State

August 25, 2023
If you’re retiring and thinking about relocating or have a job that allows you to live anywhere, it may...
Read >
The Ins and Outs of Establishing a Domicile in the U.S. or Abroad

The Ins and Outs of Establishing a Domicile in the U.S. or Abroad

July 6, 2023
If you have a hometown residence but spend more than half your time at your vacation getaway in the...
Read >
6 Tips for Tax-Free Gifting

6 Tips for Tax-Free Gifting

April 4, 2023
The annual gift tax exclusion is a win-win for taxpayers, allowing you to share your wealth during your lifetime...
Read >
5 Common Tax Questions

5 Common Tax Questions

March 15, 2023
Q: Does it make sense for me to itemize deductions on my taxes? A:  It depends. If your...
Read >
Noncash Charitable Donations

Noncash Charitable Donations

January 3, 2023
Many investors will seek to offset potential tax liabilities by maximizing charitable donations. Making noncash charitable contributions can be...
Read >

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

 Listen Now >
November 14, 2024
#147

Scary Financial Mistakes to Avoid

 Listen Now >
October 31, 2024
#146

2025 Estate Tax Exemption

 Listen Now >
October 17, 2024
Meet Our Hosts

Check Out Our Live Webinars

We cover the economy, markets, taxes and more. Hear our views on timely topics.

Get Details

Sign Up For Our Newsletter

Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles.

Contact Us