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Insights

The hidden tax traps of success: Bonuses, RSUs and deferred compensation
August 20, 2026
Read time: 6 minutes Key takeaways A promotion, bonus or equity award can move you into...
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Roth conversions before year end: How the 2026 rules may affect your decision
August 20, 2026
Read time: 5 minutes Key takeaways The 2026 employee contribution limit for most 401(k), 403(b) and...
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Keeping auto-enrollment effective: Why plan sponsors should look beyond the default
August 11, 2026
Read time: 5 minutes Key takeaways Auto-enrollment remains a positive workplace retirement plan design feature because...
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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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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

#176

You’re ready for your equity to pay off

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August 20, 2026
#175

You’re ready for whatever comes next

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August 13, 2026
#174

You’re ready to start investing

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August 6, 2026
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