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Insights

Required Minimum Distributions: New Age, New Deadline

Required Minimum Distributions: New Age, New Deadline

March 5, 2020
The SECURE Act has changed the required minimum distribution (RMD) rules. Most of us now have until age 72...
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Getting The Most Out Of Your Retirement

Getting The Most Out Of Your Retirement

February 3, 2020
The Internal Revenue Service and corporate America have provided workers significant opportunities to fund their families’ financial futures in...
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Considerations for Retirement Plan Withdrawals

Considerations for Retirement Plan Withdrawals

February 1, 2020
At age 59½, individuals are able to begin taking withdrawals from qualified retirement plans without incurring a 10% federal...
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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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Retirement Planning with Heart and Head

Retirement Planning with Heart and Head

January 23, 2020
Planning for retirement can be overwhelming. Often times, retirement planning is reduced to numbers. How much will I need?...
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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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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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Roth Conversions: A Financial Planning Trifecta

Roth Conversions: A Financial Planning Trifecta

October 25, 2019
Changes in income can happen often during your career. These fluctuations can be stressful but also present an opportunity...
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Design Your Retirement Savings Plan

Design Your Retirement Savings Plan

October 17, 2019
Variety Matters Your employer’s retirement plan likely offers several investment choices. The right mix of investments plays an...
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Burned out on FIRE? Focus on Finding Significance

Burned out on FIRE? Focus on Finding Significance

September 5, 2019
A recent trend once popular only within tight-knit circles of financial bloggers, the FIRE (Financial Independence, Retire Early) movement...
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Develop a Social Security Strategy

Develop a Social Security Strategy

July 26, 2019
Whether retirement is a few years or a decade away, you may wonder when to start receiving Social Security...
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Plan Ahead for Medicare

Plan Ahead for Medicare

July 10, 2019
As we look ahead to retirement, we realize that we have to sign up for Medicare, but we may...
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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

#156

Raising Financially Savvy Children

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April 3, 2025
#155

Navigating and Controlling the Sale of Your Business

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March 20, 2025
#154

Lead with Confidence: Leadership & Mentorship Advice

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March 6, 2025
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