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New Bill Changes Retirement Savings Landscape

New Bill Changes Retirement Savings Landscape

January 3, 2020
The recently passed Setting Every Community Up for Retirement Enhancement bill, referred to as the SECURE Act, represents the...
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Are You SECURE in Your Retirement Planning?

Are You SECURE in Your Retirement Planning?

January 2, 2020
Signed into law December 2019, the Setting Every Community Up for Retirement Enhancement bill, or SECURE Act, includes sweeping...
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Required Minimum Distributions: Get to Know the Basic Rules

Required Minimum Distributions: Get to Know the Basic Rules

January 1, 2020
What are required minimum distributions (RMDs)? When you turn 72, the IRS requires you to start making annual...
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Key SECURE Act Provisions and Effective Dates

Key SECURE Act Provisions and Effective Dates

December 18, 2019
Provisions Description Effective Dates Division M: Bipartisan American Miners Act Reduction...
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All-Year’s Resolutions: Thoughtful Goal Setting (29:15)

All-Year’s Resolutions: Thoughtful Goal Setting (29:15)

December 10, 2019
As we approach the end of the year, many of us are winding down for the holidays, traveling to...
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Tips for Improving Your Credit Score

Tips for Improving Your Credit Score

December 3, 2019
Are you thinking about buying a second home and want a favorable interest rate on your mortgage and homeowners’...
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Generating A Tax Efficient Retirement Paycheck

Generating A Tax Efficient Retirement Paycheck

December 2, 2019
Imagine you have saved during your professional career in a 401(k)/403(b)/457(b), IRA, Roth IRA and/ or Taxable/Brokerage Account. Additionally,...
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Cash Balance Plans: Pros and Cons for Employers and Employees

Cash Balance Plans: Pros and Cons for Employers and Employees

November 22, 2019
As a plan sponsor, if you’re looking for an alternative plan that can help associates accelerate their savings, particularly...
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Timing is Everything… When Making Withdrawals (22:18)

Timing is Everything… When Making Withdrawals (22:18)

November 19, 2019
Sequence of returns risk is the possibility that an investor will have lower returns over time due to withdrawals...
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No Deadline in Sight: How Often Should You Be Talking Taxes? (25:03)

No Deadline in Sight: How Often Should You Be Talking Taxes? (25:03)

November 12, 2019
Many people consider their tax situations when there is a filing deadline coming up, but the reality is, by...
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Common Social Security Myths

Common Social Security Myths

October 29, 2019
Social Security is a federal insurance program that provides benefits to retired people and those who are unemployed or...
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Seven Reasons Your Estate Plan May Be Weak (34:17)

Seven Reasons Your Estate Plan May Be Weak (34:17)

October 29, 2019
Estate planning is a topic often put off as a conversation that can be had in the future. However,...
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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

#150

Behind the Scenes With a Chief Investment Strategist 

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January 9, 2025
#149

Mitigating Concentration Risk

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December 12, 2024
#148

Fixed Income Explained

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November 14, 2024
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