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Insights

Can the 2023 “Goldilocks” Economy Continue in 2024?

February 5, 2024
Read time: 6 minutes The numbers are in—no more guessing about growth levels or inflation rates for 2023....
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Original Medicare Supplement Insurance: What to Know About Medigap Plans

February 2, 2024
Read time: 4 minutes While Medicare provides essential health insurance for Americans ages 65 and older, it doesn’t...
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Estate and Gift Tax Quick Facts

February 2, 2024
Take advantage of the current lifetime gift and estate planning tax exemption before it sunsets at the end of...
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Age in Place? Move to a Retirement Community? Planning Tips for Retirement Housing

February 1, 2024
Read time: 6 minutes America is graying: Within 10 years, those ages 65 and older are projected to...
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How to Prepare for Maternity Leave

How to Prepare for Maternity Leave

February 1, 2024
Having a new child can bring immense amounts of joy, but it can also bring stress, especially when it...
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A Comparison of Traditional vs. Roth IRA and 401(k) Features

January 28, 2024
As you consider how to save for retirement,  consider traditional IRAs and Roth IRAs. Compare the features, benefits and...
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How Grandparents Can Help Grandchildren With College

January 23, 2024
As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend...
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Rebalancing Your Portfolio

Rebalancing Your Portfolio

January 18, 2024
The one constant in life is change, and the markets are no exception to this, which leads to a...
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2024 Tax Facts At-A-Glance

2024 Tax Facts At-A-Glance

January 15, 2024
Tax Guide: Your Resource for Year-round Tax-Efficient Investing Year-round planning with...
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Strategies to Combat Inflation

January 5, 2024
The escalating cost of living over the past few years has impacted people from all walks of life, creating...
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Multigenerational Wealth Planning for the Sandwich Generation

Multigenerational Wealth Planning for the Sandwich Generation

January 5, 2024
Known as the sandwich generation, some adults in their 40s and 50s find themselves covering expenses like health care...
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Solid Results and Finish to 2023. Back to Normal Is Our Theme for 2024.

January 4, 2024
Read time: 10 minutes Our theme for the equity market as we approached 2023 was: 2023 is likely...
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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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