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Insights

ABCs of Medicare Part 2

ABCs of Medicare Part 2

March 23, 2023
Medicare is another cost to consider during retirement. How do you get the most value out of your Medicare...
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Strategies to Help Protect Your Wealth From Taxes

Strategies to Help Protect Your Wealth From Taxes

March 20, 2023
Here are answers to questions related to transferring your wealth to heirs to help minimize your tax burden. ...
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ABCs of Medicare Part 1

ABCs of Medicare Part 1

March 16, 2023
There can be a lot to unpack when considering the different Medicare coverage components and understanding what may be...
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5 Common Tax Questions

5 Common Tax Questions

March 15, 2023
Q: Does it make sense for me to itemize deductions on my taxes? A:  It depends. If your...
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Wealth Advice: What Are You Getting Out of It?

Wealth Advice: What Are You Getting Out of It?

March 10, 2023
Although only a little more than a third of Americans currently work with a financial advisor, those who do...
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Bond Market: Should You Invest in Bonds?

Bond Market: Should You Invest in Bonds?

March 9, 2023
Considering rising interest rates and inflation, should you invest in bonds? While bonds are a common investment, they can...
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Jeff Krumpelman Guest Appearance on Bloomberg Radio: Drive to Close

Jeff Krumpelman Guest Appearance on Bloomberg Radio: Drive to Close

March 7, 2023
Our own  Jeff Krumpelman  joined Carol Massar and Jess Menton on  Bloomberg Radio  to discuss the markets. Listen now...
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5 Factors to Consider When Determining Your Retirement Account Withdrawal Rate

5 Factors to Consider When Determining Your Retirement Account Withdrawal Rate

March 2, 2023
As you plan for retirement or if you’re already retired, how much you’ll withdraw from retirement accounts for reliable...
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Which Charitable Strategies Can Help Cut My Tax Bill?

Which Charitable Strategies Can Help Cut My Tax Bill?

March 1, 2023
With the lifetime estate and gift tax exemption, currently $12.92 million for individuals, 1 scheduled to sunset in two...
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Health Care Costs in Retirement

Health Care Costs in Retirement

March 1, 2023
Health care is one of the largest expenses in retirement, with costs continuing to increase. In 2022, estimated costs...
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Planning for Long-Term Care with Your Parents

Planning for Long-Term Care with Your Parents

February 28, 2023
50% of adults will need long-term care at some point in their life, and this can have major impacts...
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How to Discuss Prenups with Your Partner

How to Discuss Prenups with Your Partner

February 23, 2023
Before saying, “I do,” it can be helpful to discuss finances with your fiancé and have a prenuptial agreement...
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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

#150

Behind the Scenes With a Chief Investment Strategist 

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January 9, 2025
#149

Mitigating Concentration Risk

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December 12, 2024
#148

Fixed Income Explained

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November 14, 2024
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