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Insights

2026 retirement plan limits
November 19, 2025
Each year, the Internal Revenue Service updates contribution limits for retirement savings plans and pension plans. These limits apply...
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Navigating the AI narrative: Staying grounded in the data
November 17, 2025
Read time: 11 minutes Artificial Intelligence (AI) may indeed contain elements of circular financing, but it’s also driving...
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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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Giving thanks through giving back: 5 charitable strategies that make a difference
November 6, 2025
Read time: 6 minutes As gratitude takes center stage this season, many families are finding new ways to...
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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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From Military to Civilian Life: Turning Transition into a Wealth-Building Opportunity
November 5, 2025
Read time: 4 minutes Transitioning from military to civilian life brings new choices—and new financial responsibilities. The steps...
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Think ETFs are Just for the Masses? Think Again 
October 4, 2025
Read time: 4 minutes For years, exchange-traded funds (ETFs) were seen as simple, low-cost building blocks—efficient for broad...
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Estate Planning in a New Era: How the One Big Beautiful Bill Act Impacts You
October 3, 2025
Read time: minutes When it comes to protecting your wealth and sharing it with the people and causes...
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Estate and Gift Tax Quick Facts
September 5, 2025
Estate and gift tax rules provide opportunities to transfer wealth efficiently, but they are complex and subject to change....
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Alternative Investments in 401(k)s: What You Need to Know About the New Rules
September 5, 2025
Read time: 6 minutes Those saving for retirement may soon begin to see investment choices inside their workplace...
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GRATs: Understanding a Popular Estate Planning Strategy
September 3, 2025
For wealthy families, asset growth can be expensive: Every dollar of appreciation above the estate-tax exemption limit ($13,990,000 for...
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Beyond 529s: Smart Strategies for Funding College
September 2, 2025
Read time: 6 minutes Saving for college isn’t one-size-fits-all. Your ideal approach depends on your specific financial situation—your...
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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

#164

Growing forward—insights on leadership and life

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November 13, 2025
#163

Think Mariner Is Just for Individuals? Think Again. 

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October 14, 2025
#162

Concentrated Stock: Strategies to Protect Your Wealth

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September 23, 2025
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