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Insights

The cost of care: planning for one of retirement’s biggest blind spots
May 27, 2026
Read time: minutes Long-term care (LTC) is one of retirement’s most significant financial challenges—and arguably its most overlooked....
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GRATs: Understanding a popular estate planning strategy
May 27, 2026
For wealthy families, asset growth can be expensive: Every dollar of appreciation above the estate-tax exemption limit ($15 million...
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Giving thanks through giving back: 5 charitable strategies that make a difference
May 27, 2026
Read time: minutes As gratitude takes center stage this season, many families are finding new ways to turn...
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7 common estate planning mistakes to avoid
May 27, 2026
Simply stated, estate planning is the process of developing and implementing a “master plan” to facilitate the distribution of...
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Estate and gift tax quick facts
May 27, 2026
Estate and gift tax rules provide opportunities to transfer wealth efficiently, but they are complex and subject to change....
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Beyond 529s: Smart strategies for funding college
May 27, 2026
Read time: 6 minutes Saving for college isn’t one-size-fits-all. Your ideal approach depends on your specific financial situation—your...
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Wealth management for women: How to take charge of your financial future
May 20, 2026
If you’re like many women, the demands of career, family and personal responsibilities can make it difficult to focus...
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Concentrated wealth, concentrated risk: A decision guide for when one asset dominates
May 19, 2026
As their wealth grows, many families gradually become overly concentrated in a particular asset due to a large employer...
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Beyond benchmarking: Rethinking what “reasonable” retirement plan fees really mean
May 19, 2026
Read time: 5 minutes Fee benchmarking has become a standard part of retirement plan oversight. Annual reviews, peer...
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Trump accounts revisited
May 5, 2026
Read time: 5 minutes As part of the One Big Beautiful Bill Act (OBBBA) that was signed into...
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Concentration before an exit: What business owners should think about
May 5, 2026
Read time: 7 minutes If you’re a business owner nearing an exit, you’ve spent decades of your life...
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Beyond financial wellness: What moves retirement readiness
April 29, 2026
Read time: 5 minutes Financial wellness has become a standard feature of many employer-sponsored retirement plans. Offerings have...
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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

#169

Built to last: Mariner at 20

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May 14, 2026
#168

You’re ready for Mariner

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April 23, 2026
#167

Grief to joy: A conversation with Jenny Danaher

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March 5, 2026
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