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Insights

Your career is moving forward: Is your financial plan keeping up?
September 17, 2026
Read time: 5 minutes Key takeaways A raise, bonus or job change can be a useful...
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Open enrollment for two-career households: How to compare benefits without starting from scratch
September 17, 2026
Read time: 6 minutes Key takeaways Comparing the full cost and coverage of both plans can...
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Is your financial life too spread out?  A household consolidation checklist
September 2, 2026
Key takeaways Financial consolidation is about clarity, not necessarily fewer accounts. The goal is to make your...
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The latest economic data: What it can—and can’t—tell you about your household plan
September 2, 2026
Key takeaways Economic data can provide useful context for your household financial decisions, but it shouldn’t dictate...
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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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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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Estate and gift tax quick facts
May 27, 2026
Estate and gift tax rules provide opportunities to transfer wealth efficiently, but they are complex and subject to change....
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Beyond 529s: Smart strategies for funding college
May 27, 2026
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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Wealth management for women: How to take charge of your financial future
May 20, 2026
If you’re like many women, the demands of career, family and personal responsibilities can make it difficult to focus...
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Concentrated wealth, concentrated risk: A decision guide for when one asset dominates
May 19, 2026
As their wealth grows, many families gradually become overly concentrated in a particular asset due to a large employer...
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Teaching kids to manage money: Age-by-age actions
April 17, 2026
One of the most valuable gifts you can give your children is the gift of financial security, which begins...
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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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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

#180

You’re ready to protect what you’ve built

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September 17, 2026
#179

You’re ready for your second act

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September 10, 2026
#178

You’re ready for tax help

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September 3, 2026
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