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Assisted Living: 7 Strategies for Helping Your Parent Manage the Transition

Assisted Living: 7 Strategies for Helping Your Parent Manage the Transition

May 4, 2022
Do You See Your Parents’ Health Declining? The signs are there, although you may have tried to deny...
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Secure Act 2.0 Calls for Bumping Up Age for Required Minimum Distributions, Among Other Proposals

Secure Act 2.0 Calls for Bumping Up Age for Required Minimum Distributions, Among Other Proposals

May 1, 2022
Politicians across the aisle don’t agree on much, but the House recently passed bipartisan legislation that could dramatically change...
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DOL Urges Caution Before Adding Cryptocurrency as a 401(k) Plan Option

DOL Urges Caution Before Adding Cryptocurrency as a 401(k) Plan Option

April 11, 2022
While cryptocurrency has captured the interest of investors, this digital currency presents significant risks of fraud, theft and loss,...
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Strategies for Generating Steady Income in Retirement

Strategies for Generating Steady Income in Retirement

April 1, 2022
In this Q&A, we’ll discuss the important decisions to consider as you shift from wealth accumulation to wealth distribution...
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Elimination of the Stretch IRA: Update for Owners and Beneficiaries

Elimination of the Stretch IRA: Update for Owners and Beneficiaries

March 3, 2022
Q: When was the Stretch IRA eliminated? A: As a result of the 2019 SECURE Act, the stretch...
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HSAs: A Tax Trifecta Investment Opportunity

HSAs: A Tax Trifecta Investment Opportunity

February 4, 2022
HSA as an Investment Tool When it comes to fiscally frugal health insurance options, health savings accounts (HSAs)...
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Retiring Early? Put These 5 Planning Strategies in Place

Retiring Early? Put These 5 Planning Strategies in Place

February 4, 2022
If you are among those who chose to retire as part of “The Great Resignation,” or you’re contemplating retiring...
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Required Minimum Distribution Changes: What’s New in 2022

Required Minimum Distribution Changes: What’s New in 2022

February 1, 2022
Figuring we’ll all live a little longer, the IRS updated the life expectancy table, as of Jan. 1, 2022....
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How to Support and Retain Employees During the Pandemic

How to Support and Retain Employees During the Pandemic

December 3, 2021
During the prolonged pandemic, workers quit their jobs in record numbers across the U.S. According to the Bureau of...
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RMD Waiver is Over: When Should You Take a Distribution?

RMD Waiver is Over: When Should You Take a Distribution?

November 2, 2021
CARES Act legislation waived required minimum distributions (RMDs) just for 2020. As we wrap up 2021, some individuals will...
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Early Retirement: How Will You Fund It?

Early Retirement: How Will You Fund It?

July 8, 2021
Some people want to retire early. Or circumstances, such as health or job layoff, may drive the decision. No...
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Bill Proposal Suggests Employers Offer Retirement Plan Match While Students Pay Off Debt

Bill Proposal Suggests Employers Offer Retirement Plan Match While Students Pay Off Debt

July 2, 2021
The Senate introduced a bill in April 2021 to make it easier for people to pay on student loans...
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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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