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Insights

How Do Federal Reserve Interest Rate Hikes Affect Mortgage Loan Rates?

How Do Federal Reserve Interest Rate Hikes Affect Mortgage Loan Rates?

July 1, 2022
The Federal Reserve raised interest rates by .75% in June—its largest since 1994. 1 These ongoing rate hikes ultimately...
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Medicare Surcharges: Do They Apply to You? Learn How to Appeal Them.

Medicare Surcharges: Do They Apply to You? Learn How to Appeal Them.

June 1, 2022
If you are a high-income earner, you could be hit with a Medicare surcharge. The good news is that...
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Women and Investing: 3 Strategies to Bridge the Savings Gap

Women and Investing: 3 Strategies to Bridge the Savings Gap

April 4, 2022
Whether you’ve always been the sole financial decision-maker or have relied on a spouse or partner to manage the...
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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 Do Your 2022 Resolutions Lineup With Other Americans?

How Do Your 2022 Resolutions Lineup With Other Americans?

January 25, 2022
If you’re like 84% of Americans 1 dealing with the ongoing pandemic, you’ve learned to let go of what...
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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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Decoding Digital Assets: Are They Right for You?

Decoding Digital Assets: Are They Right for You?

October 5, 2021
If you’ve been wondering whether digital assets fit with your overall investment strategy but have questions, we’ll break down...
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How Can I Legally Make Financial Decisions for Loved Ones?

How Can I Legally Make Financial Decisions for Loved Ones?

October 4, 2021
As parents and grandparents age, adult children may find that they need to step in to assist with financial...
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College Prep: 5 Documents Your Child Should Sign to Protect Their Privacy & Health

College Prep: 5 Documents Your Child Should Sign to Protect Their Privacy & Health

August 2, 2021
It happens every August—young adults go off to a college or university as freshmen, ready for a new adventure....
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Setting Up Trusts to Protect Wealth Transfer to Heirs

Setting Up Trusts to Protect Wealth Transfer to Heirs

July 31, 2021
You’ve worked hard and want to leave a legacy to your heirs that will last for them after you’re...
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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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Consider Wealth Transfer Strategies in Advance of Proposed Tax Law Changes

Consider Wealth Transfer Strategies in Advance of Proposed Tax Law Changes

July 2, 2021
You’ve worked hard to leave a legacy to charities and loved ones. With potential tax law changes ahead, now...
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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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