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Insights

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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The cash hit the account. Now what?
July 21, 2026
Read time: 7 minutes The transfer has cleared. The assets you’ve been waiting on for weeks, years or...
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Retiring early? How will you fund it?
June 30, 2026
Read time: 4 minutes If you want to retire early, you’ll need a strategy for which accounts to...
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Your estate plan was built for a different tax law: Does it still fit?
June 29, 2026
Read time: 7 minutes Prior to One Big Beautiful Bill Act (OBBBA), which was signed into law on...
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Before acting on tax news, ask three questions
June 29, 2026
Read time: 5 minutes If you’re like many Americans, you may feel overwhelmed by the sense of urgency...
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Tax friction for high earners: The hidden levers that change outcomes
June 17, 2026
Read time: 7 minutes Higher earners often face tax friction due to layered surtaxes, income phaseouts, investment rules...
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Financial equality at home: A practical guide to share visibility and decision-making
June 16, 2026
Read time: 6 minutes Navigating today’s complex financial landscape can be challenging for anyone, but women face additional...
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The nanny tax: Tips to help high-net-worth families manage caregiving costs 
June 4, 2026
With fast-paced demands pulling them in different directions, high-net-worth (HNW) families increasingly rely on professionals to support the  caregiving...
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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

#173

You’re ready to have the “money talk”

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July 30, 2026
#172

You’re ready to buy your first home

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July 23, 2026
#171

You’re ready to save for college

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July 16, 2026
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