Insights Archive

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Insights

Plan Ahead Before Transferring Wealth to Heirs

June 4, 2021

Baby boomers are expected to transfer an estimated $30 to $70 trillion 1 of wealth to children and grandchildren...

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Do You Have a Plan for Leaving Wealth to Beneficiaries?

June 3, 2021

Given the potential tax changes on the horizon and the current low interest rate environment, it’s a good time...

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FAFSA Deadline is June 30: Should You Fill One Out?

June 2, 2021

With the Free Application for Federal Student Aid (FAFSA ® ) due at the end of the month, you...

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10 Interview Questions to Ask Your Potential Wealth Advisor

May 28, 2021

Have you considered the benefits of working with a wealth advisor to help you reach your financial goals? If...

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5 Tips for Managing Sudden Wealth

May 28, 2021

Have you experienced a sudden windfall? If so, you’ll likely deal with financial and emotional changes as you adjust...

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Estate Planning Strategies to Consider Ahead of Biden’s Potential Tax Changes

May 4, 2021

President Biden’s proposed tax policy includes potential changes to estate and gift tax as well as capital gains tax...

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Should You Buy or Lease a Car?

May 4, 2021

Do you like to drive a new car every few years or do you prefer to hold onto a...

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With High College Expenses, Should Students Consider Work Options Instead?

May 4, 2021

How does the current employment climate, the rising cost of education and student loan debt change how we think...

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Making Social Security Part of Your Wealth Plan

May 1, 2021

While Social Security provides a steady income source in retirement, it is a taxable benefit for many, so high...

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Time to Rebalance Your Portfolio?

April 1, 2021

You don’t want to rebalance your portfolio just to do it or because certain stocks or bonds temporarily fall...

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Retiring Early? Plan Ahead for Income and Health Care

April 1, 2021

You may choose to retire early, take a buy-out package or have to retire sooner than expected due to...

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Education Funding Strategies

March 17, 2021

When planning for a loved one’s education, it might make sense to combine college saving with estate planning. In...

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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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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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Plan Ahead Before Transferring Wealth to Heirs

Do You Have a Plan for Leaving Wealth to Beneficiaries?

FAFSA Deadline is June 30: Should You Fill One Out?