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Insights

Current volatility does not equal long-term risk
March 18, 2026
When the conflict between the United States and Iran escalated the first weekend of March, we chose not to...
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When financial complexity starts working against you
March 6, 2026
Read time: 6 minutes In recent years, the rapid growth of financial tools, financial influencers, investment types, online...
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Why your tax return matters more after you file
March 6, 2026
Read time: 5 minutes As winter winds down and spring nears, it’s time once again for Americans to...
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Philanthropy and taxes: How giving impacts your return
February 25, 2026
Did you know that philanthropic giving not only benefits the charitable organization, but also may be associated with improvements...
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The overlooked role of insurance in protecting your portfolio
February 23, 2026
Read time: minutes When it comes to establishing and maintaining an investment portfolio, it’s not enough to simply...
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Turning market uncertainty into a planning advantage
February 23, 2026
Read time: 4 minutes Market uncertainty can feel unsettling. Rapid swings, constant headlines and conflicting commentary often create...
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When to rebalance: Portfolio strategies for long-term wealth planning
February 6, 2026
Read time: 6 minutes Establishing an appropriate portfolio allocation is key to supporting your long-term wealth building potential....
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Tax-smart retirement planning for business owners: Maximizing value during and after your business sale
February 6, 2026
Read time: 9 minutes If you’re like many business owners, selling your business may be the culmination of...
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Pre-sale exit planning: The importance of estate planning before your business sale
January 20, 2026
Read time: 6 minutes For most business owners, selling a company is the largest financial event of their...
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Retirement planning in dual-career households: Stay aligned through every season of life
January 20, 2026
Read time: 6 minutes Retirement planning is important, but it’s easy for it to slip behind the urgency...
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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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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

#167

Grief to joy: A conversation with Jenny Danaher

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March 5, 2026
#166

2026 financial reset: what to prioritize now

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January 22, 2026
#165

From experience to impact: A leader’s journey

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December 11, 2025
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