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Wealth Advice: What Are You Getting Out of It?

Wealth Advice: What Are You Getting Out of It?

March 10, 2023
Although only a little more than a third of Americans currently work with a financial advisor, those who do...
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Jeff Krumpelman Guest Appearance on Bloomberg Radio: Drive to Close

Jeff Krumpelman Guest Appearance on Bloomberg Radio: Drive to Close

March 7, 2023
Our own  Jeff Krumpelman  joined Carol Massar and Jess Menton on  Bloomberg Radio  to discuss the markets. Listen now...
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5 Factors to Consider When Determining Your Retirement Account Withdrawal Rate

5 Factors to Consider When Determining Your Retirement Account Withdrawal Rate

March 2, 2023
As you plan for retirement or if you’re already retired, how much you’ll withdraw from retirement accounts for reliable...
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Which Charitable Strategies Can Help Cut My Tax Bill?

Which Charitable Strategies Can Help Cut My Tax Bill?

March 1, 2023
With the lifetime estate and gift tax exemption, currently $12.92 million for individuals, 1 scheduled to sunset in two...
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Health Care Costs in Retirement

Health Care Costs in Retirement

March 1, 2023
Health care is one of the largest expenses in retirement, with costs continuing to increase. In 2022, estimated costs...
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Many Age 65+ Still Working for a More Secure Financial Future

Many Age 65+ Still Working for a More Secure Financial Future

February 2, 2023
With several forces converging at once—the bite of inflation, market swings and higher interest rates—nearly 60% of high earners...
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Disability Insurance Offers Partial Income Replacement

Disability Insurance Offers Partial Income Replacement

February 1, 2023
If you become ill or injured and are unable to work, would you and your loved ones have the...
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Answers to 401(k) Questions

Answers to 401(k) Questions

January 16, 2023
Here are a few answers to less-common questions about 401(k) retirement accounts. Q: What can I do with...
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What You Need to Know About Kiddie Tax

What You Need to Know About Kiddie Tax

January 8, 2023
Kiddie tax is a tax law that was implemented in 1986 to prevent parents from taking advantage of lower...
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Acquiring A Large Sum Of Money

Acquiring A Large Sum Of Money

January 5, 2023
Due to a variety of life circumstances, people sometimes find themselves acquiring a large lump sum of money through...
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Tax Strategies for Funding Higher Education

Tax Strategies for Funding Higher Education

January 4, 2023
Parents typically use 529 accounts to cover the costs of paying for their children’s college. The advantages are that...
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How the Timing of Withdrawals Can Make or Break Your Portfolio

How the Timing of Withdrawals Can Make or Break Your Portfolio

January 4, 2023
The saying “timing is everything” rings especially true when you are ready to retire and plan to start withdrawing...
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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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