Insights Archive

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Insights

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...

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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Tips for Protecting Yourself and Your Business From Scams

October 5, 2023

Read time: 3 minutes With October being Cybersecurity Month, we want to answer questions about some of the...

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High Earner? Consider a Backdoor Roth or Mega-Backdoor Roth

October 5, 2023

Read time: 5 minutes The IRS places income limits on who can contribute to a Roth IRA. As...

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The Latest on Required Minimum Distribution (RMD) Rules

September 7, 2023

As of 2023, the age for starting RMDs is 73. It increases to age 75 by 2033. In addition,...

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Are You Planning for Taxes Year-Round?

September 7, 2023

We recommend discussing proactive tax planning with your wealth advisor and tax professional throughout the year to help ensure...

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Relocating to a Tax-Friendly State

August 25, 2023

If you’re retiring and thinking about relocating or have a job that allows you to live anywhere, it may...

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How to Select a Philanthropic Organization to Support

August 1, 2023

Recent studies show that we are a very giving country. In 2019, the United States was estimated to have...

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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

#149

Mitigating Concentration Risk

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December 12, 2024

#148

Fixed Income Explained

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November 14, 2024

#147

Scary Financial Mistakes to Avoid

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October 31, 2024

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Reality vs. Perception: People Retire Earlier Than Planned

New Reporting Required for Certain Legal Entities: Does It Apply to You?