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Insights

Establish a donor-advised fund: A flexible approach to charitable giving and tax-efficient planning
August 18, 2026
You may be looking for ways to make a meaningful charitable impact while keeping your broader financial plan in...
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When is the right time to work with an advisor?
February 17, 2026
Very few people graduate school and immediately seek out a wealth advisor. Instead, most people understandably focus on building...
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IRAs: Traditional or Roth?
August 1, 2024
There are more retirement account options today than ever, including traditional IRAs and Roth IRAs. Compare the features, benefits...
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Wealth Planning Considerations for “DINKs”

Wealth Planning Considerations for “DINKs”
May 12, 2021
On the surface, the life of DINKs (couples with dual incomes and no kids) may seem easy and carefree...
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Reconsidering Foundation and Endowment Distribution Strategy

Reconsidering Foundation and Endowment Distribution Strategy
February 24, 2021
The objective of foundations and endowments should be to play the “infinite game.” Playing an infinite game means sustaining...
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When to Consider a Roth IRA Conversion

When to Consider a Roth IRA Conversion
February 2, 2021
Sometimes life events, such as launching a new business, can mean a temporary reduction in household income. During times...
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Required Minimum Distributions: Get to Know the Basic Rules

Required Minimum Distributions: Get to Know the Basic Rules
January 1, 2020
What are required minimum distributions (RMDs)? When you turn 72, the IRS requires you to start making annual...
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Generating A Tax Efficient Retirement Paycheck

Generating A Tax Efficient Retirement Paycheck
December 2, 2019
Imagine you have saved during your professional career in a 401(k)/403(b)/457(b), IRA, Roth IRA and/ or Taxable/Brokerage Account. Additionally,...
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Blended Families and Financial Considerations

Blended Families and Financial Considerations
September 9, 2019
Getting remarried is an exciting and challenging time for couples, especially when there are children to consider. While you...
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How To Maximize Your Charitable Contributions

How To Maximize Your Charitable Contributions
September 4, 2019
Most investors are aware of the potential tax benefits of charitable giving. In fact, many of us often write...
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Opportunity Zones

Opportunity Zones
January 7, 2019
Qualified Opportunity Funds (QOF) are new investment vehicles that allow investors to potentially defer and reduce capital gains on...
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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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