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Insights

Long-Term Care (LTC) Insurance—Is It Right For You?

Long-Term Care (LTC) Insurance—Is It Right For You?

February 20, 2020
As we age, our health care needs may grow. And while most of us would prefer to remain in...
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Maximizing your Qualified Business Income Deduction

Maximizing your Qualified Business Income Deduction

February 19, 2020
Have you heard about the 20 percent income tax deduction on “qualified business income (QBI)” and wonder if it...
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Getting The Most Out Of Your Retirement

Getting The Most Out Of Your Retirement

February 3, 2020
The Internal Revenue Service and corporate America have provided workers significant opportunities to fund their families’ financial futures in...
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Considerations for Retirement Plan Withdrawals

Considerations for Retirement Plan Withdrawals

February 1, 2020
At age 59½, individuals are able to begin taking withdrawals from qualified retirement plans without incurring a 10% federal...
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Financial Advice: It Shouldn’t Be the Same for Everyone

Financial Advice: It Shouldn’t Be the Same for Everyone

January 30, 2020
Have you ever received unsolicited financial advice? Your friend tells you Roth IRAs are a home run. Your neighbor...
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Retirement Planning with Heart and Head

Retirement Planning with Heart and Head

January 23, 2020
Planning for retirement can be overwhelming. Often times, retirement planning is reduced to numbers. How much will I need?...
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Health vs Wealth: Why Not Both?

Health vs Wealth: Why Not Both?

January 15, 2020
The quest for good health is an ingrained pursuit in our society, and every year billions of dollars are...
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New Bill Changes Retirement Savings Landscape

New Bill Changes Retirement Savings Landscape

January 3, 2020
The recently passed Setting Every Community Up for Retirement Enhancement bill, referred to as the SECURE Act, represents the...
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Are You SECURE in Your Retirement Planning?

Are You SECURE in Your Retirement Planning?

January 2, 2020
Signed into law December 2019, the Setting Every Community Up for Retirement Enhancement bill, or SECURE Act, includes sweeping...
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Tips for Improving Your Credit Score

Tips for Improving Your Credit Score

December 3, 2019
Are you thinking about buying a second home and want a favorable interest rate on your mortgage and homeowners’...
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Common Social Security Myths

Common Social Security Myths

October 29, 2019
Social Security is a federal insurance program that provides benefits to retired people and those who are unemployed or...
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Roth Conversions: A Financial Planning Trifecta

Roth Conversions: A Financial Planning Trifecta

October 25, 2019
Changes in income can happen often during your career. These fluctuations can be stressful but also present an opportunity...
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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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