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Insights

Tax Planning During Market Corrections

Tax Planning During Market Corrections

September 3, 2022
Economic downturns and market corrections can provide opportunities for investors. Though it may be painful to watch your account...
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Discover the Tax Advantages of “Superfunding” a 529 Plan

Discover the Tax Advantages of “Superfunding” a 529 Plan

August 1, 2022
A 529 plan offers tax and estate planning advantages for those funding the cost of higher education for a...
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Financial Benefits of Moving to Tennessee

Financial Benefits of Moving to Tennessee

April 1, 2022
Many people wonder if moving to Tennessee is a good move to make, whether they work remotely and have...
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Financial Benefits of Moving to South Dakota

Financial Benefits of Moving to South Dakota

March 14, 2022
Living in South Dakota means enjoying a scenic environment in a welcoming community. This is a unique state to...
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Financial Benefits of Moving to Nevada

Financial Benefits of Moving to Nevada

February 14, 2022
It’s not just Las Vegas that the state of Nevada is known for, although the idea of living in...
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Financial Benefits of Moving to Florida

Financial Benefits of Moving to Florida

January 14, 2022
Moving to the Sunshine State has more benefits than just swapping out cold winters for year-round warm weather and...
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Financial Benefits of Moving to Texas

Financial Benefits of Moving to Texas

December 14, 2021
Texas is becoming a popular state to move to, especially among younger populations, for many reasons. With multiple metropolitan...
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Potential Tax Changes Remain in Spending Bill Under Senate Review

Potential Tax Changes Remain in Spending Bill Under Senate Review

December 1, 2021
On Nov. 19, the House passed the Build Back Better bill, which includes more than $1.5 trillion in business,...
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Financial Benefits of Moving to Wyoming

Financial Benefits of Moving to Wyoming

November 14, 2021
You may not be sure what’s out in Wyoming besides land, but you’ll soon learn that living in Wyoming...
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Year-end Tax Planning Review

Year-end Tax Planning Review

November 3, 2021
Given that President Biden’s spending bill, including tax proposals, is still being negotiated in Congress, think about meeting with...
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Financial Benefits of Moving to Washington State

Financial Benefits of Moving to Washington State

October 14, 2021
The Pacific Northwest is a beautiful place to relocate to, especially if you’re someone who loves the outdoors. Living...
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Discover the Tax Advantages of Health Savings Accounts

Discover the Tax Advantages of Health Savings Accounts

September 2, 2021
A tax-advantaged health savings account (HSA) allows you to pay for eligible medical expenses while working and after you...
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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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