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Insights

Medicare Open Enrollment: What You Need to Know 

November 1, 2024
Medicare’s open enrollment period is underway, allowing recipients to make changes for 2025. If you want to switch from...
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Charitable Giving: Specialized Trusts Tailored to Your ​​Goals 

November 1, 2024
Trusts are powerful tools for estate planning, including charitable giving. They can deliver tax benefits, allow their creators control...
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Scary Financial Mistakes to Avoid

Scary Financial Mistakes to Avoid

October 31, 2024
Do these financial mistakes have you spooked? They don’t have to. Whitney Reagan , wealth advisor, and Daniel Sharkey...
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2025 Estate Tax Exemption

2025 Estate Tax Exemption

October 17, 2024
Scott Luhnau , vice president of multi-generational wealth planning, joins Dan Sharkey , senior wealth advisor, on this episode...
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Why the SECURE 2.0 Act Matters More Than Ever

Why the SECURE 2.0 Act Matters More Than Ever

October 3, 2024
On this episode of Your Life Simplified, host Daniel Sharkey , senior wealth advisor, is joined by Scott Luhnau...
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Employment Picture Steady, Consumer Confidence a Question

October 2, 2024
The Federal Reserve lowered the federal funds rate by 50 basis points (bps) last month. This is the first...
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September Fed Rate Cut Melt-Up: Warranted—or Prelude to an October Meltdown?

October 2, 2024
Statler (S): That was the worst thing I ever heard! Waldorf (W): It was terrible! S: Horrendous!...
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Cybersecurity: 10 Tips To Protect Yourself And Your Personal Data

October 1, 2024
Technology continues to advance, especially with the growing use of Artificial Intelligence (AI). While it provides additional ways for...
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3 Strategies to Consider Before Selling an Investment Property

September 28, 2024
As you think about retirement, if you own real estate, you may be wondering if it’s time to cash...
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SLATs: A Marriage of Tax Benefits and Flexibility

September 27, 2024
An irrevocable trust can be a powerful estate planning tool, allowing households to reduce estate tax liabilities, shelter assets...
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The Dec. 31 Deadline for RMDs: What You Need to Know

September 27, 2024
With the end of the year approaching, it’s time to make sure you’ve taken, or have a plan to...
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Strategies for Managing Concentrated Stock in a Diversified Portfolio

September 21, 2024
A concentrated stock position that might help create wealth could eventually present risks to your portfolio and financial peace...
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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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