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Insights

Make the Most of Your Retirement Plan Contributions

August 26, 2024
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
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IDGTs: A Versatile Estate Planning Tool

August 1, 2024
Read time: 4 minutes Irrevocable trusts are great tools for estate planning. They can help grantors reduce the...
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The Importance of Estate Planning for Business Owners

July 31, 2024
Read time: 5 minutes Estate planning is crucial for individuals: It can help ensure their assets are distributed...
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Transfer Wealth Before Lifetime Exemption Expires in Two Years

July 6, 2024
Read time: 5 minutes When it comes to the tax-free transfer of wealth, we’re living in a golden...
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Should You Roll Over an IRA to an HSA?

July 5, 2024
Read time: 5 minutes For many people, health savings accounts (HSAs) provide an affordable way to pay for...
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How an ILIT Can Help Protect Your Family’s Wealth

July 5, 2024
Read time: 4 minutes Life insurance is a powerful tool for estate planning: It provides a means to...
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Getting Paid for Uncertainty: The Case for Bonds

July 4, 2024
Read time: 5 minutes Bonds have taken investors on a wild ride since the Federal Reserve acknowledged that...
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Long-Term Care Insurance: Rider or Stand-Alone Policy?

July 1, 2024
Read time: 4 minutes It’s not easy to think about becoming so ill you can no longer take...
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Estate Planning: A Critical Consideration for Divorcees

June 10, 2024
Read time: 4 minutes Divorce is often emotionally and mentally draining, as parting couples experience anger and disappointment...
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Good News on a Tough Choice: Saving for Retirement vs. Repaying Student Loans

June 6, 2024
Read time: 5 minutes Young, college-educated professionals often face a financial dilemma: They’d like to contribute as much...
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Long-Term Capital Gains Tax Strategies

May 31, 2024
Read time: 5 minutes When you meet with your advisor and tax professional to review your wealth plan,...
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Three Strategies for Tax-Efficient Investing

May 30, 2024
Read time: 6 minutes Developing and managing a comprehensive, adaptable investment strategy is challenging enough on its own....
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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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