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Insights

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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Discover the HSA triple tax savings advantage

Discover the HSA triple tax savings advantage
March 31, 2026
Read time: 4 minutes Health care costs can take a bite out of your retirement savings, with costs...
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A strategic reset: Four year-end moves to position your wealth for 2026
December 8, 2025
Read time: 3 minutes Most year-end financial headlines point to the same actions—rebalance portfolios, maximize deductions, update beneficiaries....
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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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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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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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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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6 Smart Money Moves to Make Before Year-End
July 1, 2025
Read time: 5 minutes As we move into the second half of the year and calendars start to...
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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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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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Consider a “Bucketing” Retirement Strategy
December 3, 2024
Read time: 5 minutes If you’ve saved enough for a secure retirement, congratulations! But accumulating sufficient assets is...
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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

#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
#166

2026 financial reset: what to prioritize now

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January 22, 2026
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