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Insights

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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Discover the HSA Triple Tax Savings Advantage

Discover the HSA Triple Tax Savings Advantage

April 6, 2024
Read time: 4 minutes Health care costs can take a bite out of your retirement savings, with costs...
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Roth IRAs for Kids?

April 3, 2024
Read time: 4 minutes At first, the idea of setting up a retirement account for a child might...
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10 Tips for Teaching Your Children About Wealth Management

April 1, 2024
Read time: 6 minutes Are you confident that your children will be able to responsibly manage the wealth...
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How to Get the Maximum Social Security Benefit

April 1, 2024
Read time: 4 minutes If you’re a high earner and meet certain qualifications, you could receive the highest...
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Have You Planned How You’ll Spend Your Time Once Retired?

March 7, 2024
Read time: 4 minutes Retirement planning usually focuses on saving enough, Social Security and Medicare, but there’s a...
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You Can Now Roll Unused 529 Plan Funds Into a Roth IRA

March 4, 2024
Read time: 5 minutes Investing in a 529 plan can be a great way to fund a child’s...
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Estate and Gift Tax Quick Facts

February 2, 2024
Take advantage of the current lifetime gift and estate planning tax exemption before it sunsets at the end of...
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Strategies to Combat Inflation

January 5, 2024
The escalating cost of living over the past few years has impacted people from all walks of life, creating...
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Multigenerational Wealth Planning for the Sandwich Generation

Multigenerational Wealth Planning for the Sandwich Generation

January 5, 2024
Known as the sandwich generation, some adults in their 40s and 50s find themselves covering expenses like health care...
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Money Management Strategies for Your College Student or Recent Graduate

Money Management Strategies for Your College Student or Recent Graduate

August 1, 2023
Whether your adult child is a freshman at a university or you have a recent graduate, he or she...
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Traditional 401(k), Roth 401(k) or both?

Traditional 401(k), Roth 401(k) or both?

June 28, 2023
We’ll partner with you to create a financial strategy for today and beyond that’s flexible enough to change along...
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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

#156

Raising Financially Savvy Children

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April 3, 2025
#155

Navigating and Controlling the Sale of Your Business

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March 20, 2025
#154

Lead with Confidence: Leadership & Mentorship Advice

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March 6, 2025
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