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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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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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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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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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How to Get the Maximum Social Security Benefit

April 1, 2024
Read time: 4 minutes If you’re a high earner and meet certain qualifications, you could receive the highest...
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Have You Planned How You’ll Spend Your Time Once Retired?

March 7, 2024
Read time: 4 minutes Retirement planning usually focuses on saving enough, Social Security and Medicare, but there’s a...
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You Can Now Roll Unused 529 Plan Funds Into a Roth IRA

March 4, 2024
Read time: 5 minutes Investing in a 529 plan can be a great way to fund a child’s...
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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...
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Financial Strategies for Life-Changing Events

January 26, 2024
Life can throw us curveballs when we least expect it. You may have experienced a divorce, loss of a...
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Make the Most of Your Retirement Plan Contributions

January 25, 2024
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
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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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