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Insights

Consider a “Bucketing” Retirement Strategy

December 3, 2024
Read time: 5 minutes If you’ve saved enough for a secure retirement, congratulations! But accumulating sufficient assets is...
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A Year-end Wealth Review Checklist

December 2, 2024
Read time: 7 minutes The final month of the year is synonymous with holidays, get-togethers and general busyness....
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Strategies to Help Manage Risk

Strategies to Help Manage Risk

November 27, 2024
When it comes to reaching your goals— retiring early, buying a second home, paying for your child’s college, travel—one...
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Year-end Planning: 5 Strategies to Maximize Savings While Reducing Your Taxable Income

November 18, 2024
As the year wraps up, you’ve most likely met with your wealth advisor about tax- advantaged moves to make...
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The New Meaning of Retirement

November 18, 2024
In the past, retirement was typically viewed as the stage of life when one stops working, sells a family...
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Medicare Open Enrollment: What You Need to Know 

November 1, 2024
Medicare’s open enrollment period is underway, allowing recipients to make changes for 2025. If you want to switch from...
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Charitable Giving: Specialized Trusts Tailored to Your ​​Goals 

November 1, 2024
Trusts are powerful tools for estate planning, including charitable giving. They can deliver tax benefits, allow their creators control...
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Cybersecurity: 10 Tips To Protect Yourself And Your Personal Data

October 1, 2024
Technology continues to advance, especially with the growing use of Artificial Intelligence (AI). While it provides additional ways for...
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3 Strategies to Consider Before Selling an Investment Property

September 28, 2024
As you think about retirement, if you own real estate, you may be wondering if it’s time to cash...
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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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GRATs: Understanding a Popular Estate Planning Strategy

September 3, 2024
For wealthy families, asset growth can be expensive: Every dollar of appreciation above the estate-tax exemption limit ($13,610,000 per...
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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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