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Insights

The Resiliency of a Good Financial Plan in Retirement

May 2, 2025
Read time: 5 minutes The big headlines of 2025 have been less than reassuring so far. A nascent...
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Here’s How Your Spending Could Change in Retirement

May 1, 2025
Read time: 4 minutes Many retirement savers rely on a mental shortcut to determine how much to sock...
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7 Common Estate Planning Mistakes to Avoid

April 29, 2025
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

April 28, 2025
Take advantage of the current lifetime gift and estate planning tax exemption before it sunsets at the end of...
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Optimize Retirement Assets Through Tax-Efficient Withdrawals

April 4, 2025
Read time: 8 minutes How long will your retirement savings last? The answer may depend on the order...
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Creating a Family Mission Statement

April 2, 2025
Read time: 4 minutes Family wealth is like a comfortable vehicle with plenty of range: It can take...
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Buy-Sell Agreements: Understanding the Basics

March 6, 2025
Read time: 5 minutes What makes for a successful business partnership? Clear communication, shared goals and mutual respect...
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Stay Active and Healthy in Retirement

March 6, 2025
Read time: 3 minutes For new retirees, having a wide-open calendar can feel like unbounded freedom. But while...
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Major Tax Changes Hang in the Balance

February 7, 2025
Read time: 5 minutes What to Know The 2017 Tax Cuts and Jobs Act (TCJA) was a...
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In Retirement, Cash Flow is King

February 6, 2025
Read time: 4 minutes We’ve all heard the expression “cash is king.” When it comes to retirement, it’s...
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2025 Tax Facts At-A-Glance

2025 Tax Facts At-A-Glance

January 21, 2025
Tax Guide: Your Resource for Year-round Tax-Efficient Investing Year-round planning...
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Tariffs: What You Need to Know

January 2, 2025
Read time: 5 minutes Tariffs have been in the news lately, sparking discussion and raising questions about potential...
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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

#159

Financial Foresight: Why Learning Before You Decide Matters

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May 15, 2025
#158

Estate Planning for Blended Families

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May 1, 2025
#157

Teach Your Child to Be Financially Independent

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April 17, 2025
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