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Insights

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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Age in Place? Move to a Retirement Community? Planning Tips for Retirement Housing

February 1, 2024
Read time: 6 minutes America is graying: Within 10 years, those ages 65 and older are projected to...
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How Grandparents Can Help Grandchildren With College

January 23, 2024
As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend...
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2024 Tax Facts At-A-Glance

2024 Tax Facts At-A-Glance

January 15, 2024
Tax Guide: Your Resource for Year-round Tax-Efficient Investing Year-round planning with...
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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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Reality vs. Perception: People Retire Earlier Than Planned

January 3, 2024
Read time: 5 minutes Americans’ perception of the age at which they plan to retire often differs from...
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New Reporting Required for Certain Legal Entities: Does It Apply to You?

January 2, 2024
Read time: 3 minutes Effective Jan. 1, 2024, a new reporting requirement requires millions of entities to electronically...
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How to Shrink Your Long-term Capital Gains Taxes

December 14, 2023
Read time: 5 minutes When it comes to investing, what matters most isn’t what you earn—it’s what you...
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Charitable Giving Strategies

December 14, 2023
Read time: 4 minutes Just like that, we’re in the thick of the holiday season, also known as...
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10 Tax Items to Check Off Your List by Year-End

November 2, 2023
Read Time: 6 minutes As the year winds down, it’s a good time to meet with your wealth...
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How Tax-Loss Harvesting Can Offset Capital Gains

November 2, 2023
Read time: 4 minutes Investing is usually thought of as a win-or-lose affair: Either your investments make money,...
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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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