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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...
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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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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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Make the Most of Your Retirement Plan Contributions

August 26, 2024
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
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Simplifying the Retirement Plan Tax Credit for Start-Ups

July 7, 2024
For start-up small businesses, establishing a retirement plan can be costly as well as demand substantial resources and time....
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Should You Roll Over an IRA to an HSA?

July 5, 2024
Read time: 5 minutes For many people, health savings accounts (HSAs) provide an affordable way to pay for...
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Good News on a Tough Choice: Saving for Retirement vs. Repaying Student Loans

June 6, 2024
Read time: 5 minutes Young, college-educated professionals often face a financial dilemma: They’d like to contribute as much...
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Long-Term Capital Gains Tax Strategies

May 31, 2024
Read time: 5 minutes When you meet with your advisor and tax professional to review your wealth plan,...
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Managing Health Care Costs in Retirement

Managing Health Care Costs in Retirement

April 12, 2024
Read time: 10 minutes It’s no secret that as people age, it becomes increasingly difficult to stay healthy....
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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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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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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

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October 17, 2024
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