Insights Archive

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Insights

How the Timing of Withdrawals Can Make or Break Your Portfolio

January 4, 2023

The saying “timing is everything” rings especially true when you are ready to retire and plan to start withdrawing...

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Congress Passes Secure 2.0 Act Bringing Big Changes to Saving for Retirement

January 2, 2023

At the end of 2022, Congress passed SECURE 2.0 Act legislation as part of a larger spending bill. SECURE...

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Sequence of Returns Risk: The $1,000,000+ Timing Risk in Retirement

November 30, 2022

The timing of when you begin to draw income from retirement accounts, not necessarily average returns, can be worth...

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Discover Tax-Efficient Withdrawal Strategies During Retirement

November 1, 2022

When you’re ready to take distributions from various accounts in retirement, it matters which accounts you withdraw from first...

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5 Considerations for Early Retirement

July 14, 2022

Are you thinking about retiring early? In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth...

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Strategies for Helping Employees Weather Market Volatility

July 7, 2022

With ongoing market volatility negatively impacting your employees’ 401(k) balances, educating them on maintaining a long-term investing perspective is...

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5 Tips for Planning a Purpose-Based Retirement

July 4, 2022

People often spend more time planning a vacation or researching a car purchase than they do on how they’ll...

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Financial Hypochondria: The Downside of Investment Vigilance

May 9, 2022

Plan sponsors invest much time and effort in improving employee financial literacy. They offer educational content, provide opportunities for...

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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

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

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

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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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.

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2025 Estate Tax Exemption

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How the Timing of Withdrawals Can Make or Break Your Portfolio

Congress Passes Secure 2.0 Act Bringing Big Changes to Saving for Retirement

Sequence of Returns Risk: The $1,000,000+ Timing Risk in Retirement