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Insights

Tips for Applying for Student Aid

Tips for Applying for Student Aid

March 17, 2021
The Free Application for Federal Student Aid (FAFSA) is used to determine the financial contribution a family can make...
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Utilizing P&G Preferred Shares in Retirement For Charitable Giving

Utilizing P&G Preferred Shares in Retirement For Charitable Giving

March 10, 2021
One issue many Procter & Gamble retirees run into is devising a strategy to continue gifting charitably after income...
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For Some, RMD Deadline Is Fast Approaching

For Some, RMD Deadline Is Fast Approaching

March 5, 2021
Q: Do I need to take a Required Minimum Distribution from my IRA this year? A: Yes, while...
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As Companies Relocate to Texas, What Are the Benefits for Their Employees?

As Companies Relocate to Texas, What Are the Benefits for Their Employees?

March 4, 2021
In December 2020, tech giant Oracle announced it would be moving its corporate headquarters to Austin, Texas. Prior to...
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Taxes & Home Ownership: What Interest Can You Deduct?

Taxes & Home Ownership: What Interest Can You Deduct?

February 26, 2021
As you think about your tax strategy, it’s important to be updated on what type of interest you can...
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Utilizing Stock Collars to Help Protect Against Risk of P&G Stock Price Dropping Rapidly

Utilizing Stock Collars to Help Protect Against Risk of P&G Stock Price Dropping Rapidly

February 15, 2021
Use this guide to help you understand stock collars, which is one way to protect against the risk of...
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DOL Offers New Guidance on Finding Former Plan Participants

DOL Offers New Guidance on Finding Former Plan Participants

February 9, 2021
Following up on our previous October article, “ Finding Former Plan Participants Who Leave 401(k) Funds Behind ” the...
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Students Get a Break on Loan Repayment

Students Get a Break on Loan Repayment

February 8, 2021
Among President Biden’s executive orders during his first hours in office: continuing to delay student loan payments and interest...
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IRS Expands Program to Protect Taxpayers’ Identity

IRS Expands Program to Protect Taxpayers’ Identity

February 8, 2021
Effective as of January 2021, the IRS is allowing you to voluntary opt-in to its Identity Protection PIN (“IP...
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Women Often Put Others First, Why Not Their Retirement Too?

Women Often Put Others First, Why Not Their Retirement Too?

February 2, 2021
Women juggle a lot of roles, from career professional to caregiver, but there’s one crucial thing most don’t do...
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IRA Conversions: What You Need To Know

IRA Conversions: What You Need To Know

January 30, 2021
Q: What exactly is an Individual Retirement Account (IRA) conversion and why would I want to take part in...
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Discover the Benefits of Establishing a 401(k) over a SEP or Simple IRA

Discover the Benefits of Establishing a 401(k) over a SEP or Simple IRA

January 29, 2021
A 401(k) plan not only offers higher contribution limits but provides more options to your business for managing costs...
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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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