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Insights

SLATs: A Marriage of Tax Benefits and Flexibility
September 27, 2024
An irrevocable trust can be a powerful estate planning tool, allowing households to reduce estate tax liabilities, shelter assets...
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The Dec. 31 Deadline for RMDs: What You Need to Know
September 27, 2024
With the end of the year approaching, it’s time to make sure you’ve taken, or have a plan to...
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Charitable Giving Strategies: Preserving Wealth While Making a Difference
September 2, 2024
Members of high-net-worth households frequently have complex planning goals. Making an impact through philanthropy is often a high priority....
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Choosing a Guardian and Trustee
August 30, 2024
When planning for your family’s future, two critical decisions include choosing a guardian for your children should something happen...
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Financial Strategies for Life-Changing Events
August 30, 2024
Life can throw us curveballs when we least expect it. You may have experienced a divorce, loss of a...
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Make the Most of Your Retirement Plan Contributions
August 26, 2024
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
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The Importance of Estate Planning for Business Owners
July 31, 2024
Read time: 5 minutes Estate planning is crucial for individuals: It can help ensure their assets are distributed...
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Simplifying the Retirement Plan Tax Credit for Start-Ups
July 7, 2024
For start-up small businesses, establishing a retirement plan can be costly as well as demand substantial resources and time....
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Should You Roll Over an IRA to an HSA?
July 5, 2024
Read time: 5 minutes For many people, health savings accounts (HSAs) provide an affordable way to pay for...
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How an ILIT Can Help Protect Your Family’s Wealth
July 5, 2024
Read time: 4 minutes Life insurance is a powerful tool for estate planning: It provides a means to...
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Getting Paid for Uncertainty: The Case for Bonds
July 4, 2024
Read time: 5 minutes Bonds have taken investors on a wild ride since the Federal Reserve acknowledged that...
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Long-Term Care Insurance: Rider or Stand-Alone Policy?
July 1, 2024
Read time: 4 minutes It’s not easy to think about becoming so ill you can no longer take...
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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

#166

2026 financial reset: what to prioritize now

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January 22, 2026
#165

From experience to impact: A leader’s journey

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December 11, 2025
#164

Growing forward—insights on leadership and life

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November 13, 2025
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