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Insights

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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Tax friction for high earners: The hidden levers that change outcomes
June 17, 2026
Read time: 7 minutes Higher earners often face tax friction due to layered surtaxes, income phaseouts, investment rules...
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Financial equality at home: A practical guide to share visibility and decision-making
June 16, 2026
Read time: 6 minutes Navigating today’s complex financial landscape can be challenging for anyone, but women face additional...
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The nanny tax: Tips to help high-net-worth families manage caregiving costs 
June 4, 2026
With fast-paced demands pulling them in different directions, high-net-worth (HNW) families increasingly rely on professionals to support the  caregiving...
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Mid-year portfolio stress test: Understanding how your investments may respond to changing markets 
June 4, 2026
Read time: 7 minutes As we approach mid-year 2026, markets continue to remind investors that uncertainty is a...
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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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GRATs: Understanding a popular estate planning strategy
May 27, 2026
For wealthy families, asset growth can be expensive: Every dollar of appreciation above the estate-tax exemption limit ($15 million...
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Giving thanks through giving back: 5 charitable strategies that make a difference
May 27, 2026
As gratitude takes center stage this season, many families are finding new ways to turn thankfulness into lasting impact....
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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

#172

You’re ready to buy your first home

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July 23, 2026
#171

You’re ready to save for college

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July 16, 2026
#170

Are you ready for your dream vacation?

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July 9, 2026
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