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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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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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Beneficiaries, titling and real-life risk: The quiet details that can break good plans
April 17, 2026
Read time: 5 minutes It happens all too often: An individual takes the time to make difficult decisions,...
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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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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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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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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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Retirement flexibility: Planning while your career is still growing
November 7, 2025
Read time: 6 minutes When you’re early in your career, planning for retirement can feel like aiming at...
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How Medicare fits into a broader retirement strategy
November 5, 2025
Read time: 5 minutes Health care decisions play a major role in financial planning, especially in retirement. For...
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Stress Testing Your Retirement Plan: Are You Ready for the ‘What Ifs?’
July 2, 2025
Read time: 4 minutes Retirement planning is about more than just saving enough money—it’s also about preparing for...
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Approaching Retirement: Essential Steps for a Smooth Transition
June 5, 2025
Read time: 3 minutes If you’re just a few years away from retirement, congratulations: You’ve worked hard to...
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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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