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College Prep: 5 Documents Your Child Should Sign to Protect Their Privacy & Health

College Prep: 5 Documents Your Child Should Sign to Protect Their Privacy & Health

August 2, 2021
It happens every August—young adults go off to a college or university as freshmen, ready for a new adventure....
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Setting Up Trusts to Protect Wealth Transfer to Heirs

Setting Up Trusts to Protect Wealth Transfer to Heirs

July 31, 2021
You’ve worked hard and want to leave a legacy to your heirs that will last for them after you’re...
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Technology Vs. Human Output: Both Have Their Place at Our Firm

Technology Vs. Human Output: Both Have Their Place at Our Firm

July 29, 2021
The headlines are everywhere… “AI Revolution in 2021: 5 Industries That Are Thriving With Artificial Intelligence.” 1...
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Collaborative Divorce

Collaborative Divorce

July 10, 2021
If you have found yourself in the difficult position of researching divorce in the last few years, you may...
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Early Retirement: How Will You Fund It?

Early Retirement: How Will You Fund It?

July 8, 2021
Some people want to retire early. Or circumstances, such as health or job layoff, may drive the decision. No...
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Estate Planning and Wealth Advice for Widows or Widowers

Estate Planning and Wealth Advice for Widows or Widowers

July 7, 2021
Nothing can prepare us for the loss of the one we love most. If you have lost your spouse,...
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Bill Proposal Suggests Employers Offer Retirement Plan Match While Students Pay Off Debt

Bill Proposal Suggests Employers Offer Retirement Plan Match While Students Pay Off Debt

July 2, 2021
The Senate introduced a bill in April 2021 to make it easier for people to pay on student loans...
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Consider Wealth Transfer Strategies in Advance of Proposed Tax Law Changes

Consider Wealth Transfer Strategies in Advance of Proposed Tax Law Changes

July 2, 2021
You’ve worked hard to leave a legacy to charities and loved ones. With potential tax law changes ahead, now...
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Biden Tax Plan Proposes Elimination of 1031 Exchanges for High-Net-Worth Individuals

Biden Tax Plan Proposes Elimination of 1031 Exchanges for High-Net-Worth Individuals

July 1, 2021
President Biden is proposing an elimination of 1031 exchanges for individuals making more than $400,000 a year. Those who...
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Should You Pay Off Your Mortgage Early or Refinance?

Should You Pay Off Your Mortgage Early or Refinance?

June 30, 2021
Should I refinance or pay off mortgage? This is a question that many will ask at some point. If...
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Year-End Is the Perfect Time to Consider Gifting

Year-End Is the Perfect Time to Consider Gifting

June 21, 2021
As you approach year-end, consider various gifting strategies to help minimize your tax burden. From gifting to family members...
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Boomers Often Manage Family Finances

Boomers Often Manage Family Finances

June 5, 2021
Baby boomers often have frequent financial worries, including how to manage their parents’ financial affairs while also gifting money...
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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

#149

Mitigating Concentration Risk

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December 12, 2024
#148

Fixed Income Explained

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November 14, 2024
#147

Scary Financial Mistakes to Avoid

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October 31, 2024
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