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Insights

Your career is moving forward: Is your financial plan keeping up?
September 17, 2026
Read time: 5 minutes Key takeaways A raise, bonus or job change can be a useful...
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Open enrollment for two-career households: How to compare benefits without starting from scratch
September 17, 2026
Read time: 6 minutes Key takeaways Comparing the full cost and coverage of both plans can...
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Is your financial life too spread out?  A household consolidation checklist
September 2, 2026
Key takeaways Financial consolidation is about clarity, not necessarily fewer accounts. The goal is to make your...
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The latest economic data: What it can—and can’t—tell you about your household plan
September 2, 2026
Key takeaways Economic data can provide useful context for your household financial decisions, but it shouldn’t dictate...
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The hidden tax traps of success: Bonuses, RSUs and deferred compensation
August 20, 2026
Read time: 6 minutes Key takeaways A promotion, bonus or equity award can move you into...
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Roth conversions before year end: How the 2026 rules may affect your decision
August 20, 2026
Read time: 5 minutes Key takeaways The 2026 employee contribution limit for most 401(k), 403(b) and...
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Keeping auto-enrollment effective: Why plan sponsors should look beyond the default
August 11, 2026
Read time: 5 minutes Key takeaways Auto-enrollment remains a positive workplace retirement plan design feature because...
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The family fraud drill: Guardrails for texts, money moves and impersonation scams
August 3, 2026
Read time: 5 minutes Most families already have safety habits they follow without thinking twice: Lock the doors,...
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When one person has always managed the money: How to build shared financial visibility before retirement
August 3, 2026
Read time: 5 minutes Key takeaways Shared financial visibility can help both spouses see how retirement...
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Trump accounts revisited
July 29, 2026
Read time: 5 minutes As part of the One Big Beautiful Bill Act (OBBBA) that was signed into...
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When is it time for an RFP? Evaluating your retirement plan in the marketplace
July 27, 2026
Ongoing evaluation is a key part of a prudent retirement plan oversight process. Plan sponsors need to understand whether...
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Money, family and future: The summer money conversation you’ve been putting off
July 21, 2026
Read time: 4 minutes As calendars slow and families spend more time together on vacation or at gatherings,...
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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

#180

You’re ready to protect what you’ve built

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September 17, 2026
#179

You’re ready for your second act

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September 10, 2026
#178

You’re ready for tax help

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September 3, 2026
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