Insights Archive

All Commentary Video Article Podcast Whitepaper

Insights

Taxing Decisions…Relocating to Another State

July 6, 2021

Nine states have no income tax, which can be a benefit, especially for retirees who won’t pay state income...

Tune In >

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...

Read >

Education Funding Strategies

March 17, 2021

When planning for a loved one’s education, it might make sense to combine college saving with estate planning. In...

Read >

Taxes & Home Ownership: What Interest Can You Deduct?

February 26, 2021

As you think about your tax strategy, it’s important to be updated on what type of interest you can...

Read >

IRS Expands Program to Protect Taxpayers’ Identity

February 8, 2021

Effective as of January 2021, the IRS is allowing you to voluntary opt-in to its Identity Protection PIN (“IP...

Read >

When to Consider a Roth IRA Conversion

February 2, 2021

Sometimes life events, such as launching a new business, can mean a temporary reduction in household income. During times...

Read >

Your Questions, Answered: Backdoor Roth IRA Conversion

December 17, 2020

On this week’s episode of Your Questions, Answered Meredith Rice and Brian Leitner discuss Roth IRA planning, and answer...

Watch >

Tax Rewind: A Synopsis of the Recent Changes (36:52)

April 23, 2020

SECURE Act, CARES Act, Small Business Loans and Paycheck Protection Program. There have certainly been many changes to the...

Tune In >

Common Tax Errors

March 4, 2020

When you meet with your wealth advisor, he or she can coordinate with your CPA or attorney to help...

Read >

New Coronavirus Relief Package to Help Aid Americans and Businesses

March 2, 2020

Congress recently passed the “Families First Coronavirus Response Act,” bill, and the president signed it into law March 18,...

Read >

Financial Advice: It Shouldn’t Be the Same for Everyone

January 30, 2020

Have you ever received unsolicited financial advice? Your friend tells you Roth IRAs are a home run. Your neighbor...

Read >

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...

Read >

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

#156

Raising Financially Savvy Children

Listen Now >

April 3, 2025

#155

Navigating and Controlling the Sale of Your Business

Listen Now >

March 20, 2025

#154

Lead with Confidence: Leadership & Mentorship Advice

Listen Now >

March 6, 2025

Meet Our Hosts

Sign Up For Our Newsletter

Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles.

Taxing Decisions…Relocating to Another State