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Insights

Business continuity and wealth preservation: 9 tips to help you protect value during a transition 
April 2, 2026
Read time: 6 minutes One of the most challenging aspects of a business transition, such as a sale,...
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Long-term capital gains tax strategies
April 1, 2026
Read time: 5 minutes When you meet with your advisor and tax professional to review your wealth plan,...
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The sandwich generation: Caring for everyone without losing yourself
March 31, 2026
Read time: 6 minutes You’re helping your teenager study for the SAT, coordinating your mother’s next cardiology appointment,...
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Beneficiaries, titling and real-life risk: The quiet details that can break good plans
March 31, 2026
Read time: 5 minutes It happens all too often: An individual takes the time to make difficult decisions,...
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Discover the HSA triple tax savings advantage

Discover the HSA triple tax savings advantage
March 31, 2026
Read time: 4 minutes Health care costs can take a bite out of your retirement savings, with costs...
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5 questions women should ask about wealth
March 20, 2026
Read time: 4 minutes You’ve worked hard, navigated transitions and built a life on your terms. These five...
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The business owner’s personal balance sheet: What to track beyond net worth
March 20, 2026
Read time: 8 minutes As a business owner, your personal finances are likely closely linked with your company’s...
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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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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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