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Insights

IRS Expands Program to Protect Taxpayers’ Identity

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...
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When to Consider a Roth IRA Conversion

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...
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Your Questions, Answered: Backdoor Roth IRA Conversion

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

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...
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Common Tax Errors

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...
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New Coronavirus Relief Package to Help Aid Americans and Businesses

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

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...
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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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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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Navigating the Challenges of Taxes and Divorce

Navigating the Challenges of Taxes and Divorce

September 20, 2019
Most of us don’t look forward to getting our taxes done, but if you recently filed for divorce or...
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How To Maximize Your Charitable Contributions

How To Maximize Your Charitable Contributions

September 4, 2019
Most investors are aware of the potential tax benefits of charitable giving. In fact, many of us often write...
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Home is Where the Heart is…Especially in Taxes (17:59)

Home is Where the Heart is…Especially in Taxes (17:59)

April 2, 2019
When it comes to filing your taxes, the rate at which your income is taxed can vary based on...
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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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