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In late December, the Bureau of Economic Analysis (BEA) released their preliminary third quarter report on real GDP growth...
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Insights

Managing taxes in retirement: 5 tips designed to help reduce your exposure
January 2, 2026
The end of your working years doesn’t mean the end of your taxes. In fact, your retirement tax liabilities...
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Make it a tradition: Start the year with a family financial meeting
January 2, 2026
Did you know that only about half of U.S. adults can correctly answer basic questions about everyday money decisions...
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Decent Q4 makes it three straight years of double-digit returns. How about four in a row?
January 2, 2026
We wouldn’t call it a scorching Santa Claus rally, but the S&P 500 was able to hang on and...
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Philanthropy and taxes: How giving impacts your return
December 22, 2025
Did you know that philanthropic giving not only benefits the charitable organization, but also may be associated with improvements...
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Trust and estate services: How the right structure can help preserve more for your heirs
December 19, 2025
For many of us, building wealth is one of life’s major goals. It can mean financial security, the freedom...
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Pre-sale exit planning: Strategies to align your objectives leading up to a business sale
December 19, 2025
As a business owner, a lot depends on you. The demands of running a successful company—combined with your commitment...
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From experience to impact: A leader’s journey

From experience to impact: A leader’s journey
December 11, 2025
Leadership isn’t defined by a job title—it’s shaped by the experiences, values and people who influence our path. In...
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The November market pause just might set the table for a profitable 2026
December 8, 2025
Read time: 6 minutes The S&P 500 finished November up 0.2%, bringing year to date returns to 17.8%...
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2%+ growth in 2026
December 8, 2025
Read time: 9 minutes “ We’ve thrown absolutely everything at it, including a government shutdown, and yet it...
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A strategic reset: Four year-end moves to position your wealth for 2026
December 8, 2025
Read time: 3 minutes Most year-end financial headlines point to the same actions—rebalance portfolios, maximize deductions, update beneficiaries....
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What new catch-up rules mean for your retirement savings
December 7, 2025
Read time: 5 minutes When it comes to retirement savings, even small rule changes can open meaningful opportunities...
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Navigating the AI narrative: Staying grounded in the data
November 17, 2025
Read time: 11 minutes Artificial Intelligence (AI) may indeed contain elements of circular financing, but it’s also driving...
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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

#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
#163

Think Mariner Is Just for Individuals? Think Again. 

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October 14, 2025
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