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Insights

Boomers Often Manage Family Finances

Boomers Often Manage Family Finances

June 5, 2021
Baby boomers often have frequent financial worries, including how to manage their parents’ financial affairs while also gifting money...
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Plan Ahead Before Transferring Wealth to Heirs

Plan Ahead Before Transferring Wealth to Heirs

June 4, 2021
Baby boomers are expected to transfer an estimated $30 to $70 trillion 1 of wealth to children and grandchildren...
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Do You Have a Plan for Leaving Wealth to Beneficiaries?

Do You Have a Plan for Leaving Wealth to Beneficiaries?

June 3, 2021
Given the potential tax changes on the horizon and the current low interest rate environment, it’s a good time...
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10 Interview Questions to Ask Your Potential Wealth Advisor

10 Interview Questions to Ask Your Potential Wealth Advisor

May 28, 2021
Have you considered the benefits of working with a wealth advisor to help you reach your financial goals? If...
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5 Tips for Managing Sudden Wealth

5 Tips for Managing Sudden Wealth

May 28, 2021
Have you experienced a sudden windfall? If so, you’ll likely deal with financial and emotional changes as you adjust...
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Should You Buy or Lease a Car?

Should You Buy or Lease a Car?

May 4, 2021
Do you like to drive a new car every few years or do you prefer to hold onto a...
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Making Social Security Part of Your Wealth Plan

Making Social Security Part of Your Wealth Plan

May 1, 2021
While Social Security provides a steady income source in retirement, it is a taxable benefit for many, so high...
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Tips for Applying for Student Aid

Tips for Applying for Student Aid

March 17, 2021
The Free Application for Federal Student Aid (FAFSA) is used to determine the financial contribution a family can make...
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Taxes & Home Ownership: What Interest Can You Deduct?

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...
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Students Get a Break on Loan Repayment

Students Get a Break on Loan Repayment

February 8, 2021
Among President Biden’s executive orders during his first hours in office: continuing to delay student loan payments and interest...
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IRA Conversions: What You Need To Know

IRA Conversions: What You Need To Know

January 30, 2021
Q: What exactly is an Individual Retirement Account (IRA) conversion and why would I want to take part in...
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Relief For Students

Relief For Students

January 21, 2021
If you have a college student who has had his or her semester of in-class learning turned into a...
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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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