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Insights

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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Philanthropy and taxes: How giving impacts your return
December 22, 2025
Did you know that philanthropic giving not only benefits the charitable organization, but also may be associated with improvements...
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Trust and estate services: How the right structure can help preserve more for your heirs
December 19, 2025
For many of us, building wealth is one of life’s major goals. It can mean financial security, the freedom...
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Pre-sale exit planning: Strategies to align your objectives leading up to a business sale
December 19, 2025
As a business owner, a lot depends on you. The demands of running a successful company—combined with your commitment...
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2026 Tax Facts At-A-Glance
December 9, 2025
Sources: irs.gov; ssa.gov This material is provided for informational and educational purposes only....
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A strategic reset: Four year-end moves to position your wealth for 2026
December 8, 2025
Read time: 3 minutes Most year-end financial headlines point to the same actions—rebalance portfolios, maximize deductions, update beneficiaries....
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What new catch-up rules mean for your retirement savings
December 7, 2025
Read time: 5 minutes When it comes to retirement savings, even small rule changes can open meaningful opportunities...
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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

#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
#164

Growing forward—insights on leadership and life

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November 13, 2025
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