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Insights

Executive Compensation: How to Get the Best Package for You

May 2, 2024
Are you being paid what you’re worth? If you’re a top executive, it might not be easy to tell....
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Should You Take Social Security Early and Invest Your Checks?

May 2, 2024
What’s the best way to maximize your Social Security benefit? While the answer may vary based on your needs,...
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Discover the HSA Triple Tax Savings Advantage

Discover the HSA Triple Tax Savings Advantage

April 6, 2024
Health care costs can take a bite out of your retirement savings, with costs running as high as $315,000...
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Managing the Hidden Risk to Your Retirement Savings

April 4, 2024
Read time: 6 minutes Retirement savings are usually built slowly and patiently. But retiring at the wrong time...
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Roth IRAs for Kids?

April 3, 2024
Read time: 4 minutes At first, the idea of setting up a retirement account for a child might...
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10 Tips for Teaching Your Children About Wealth Management

April 1, 2024
Read time: 6 minutes Are you confident that your children will be able to responsibly manage the wealth...
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What Are the Implications of a Loan Versus a Financial Gift to a Family Member

April 1, 2024
Q: What is the difference between a gift and an intrafamily loan? A: The IRS defines an intrafamily...
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How to Get the Maximum Social Security Benefit

April 1, 2024
Read time: 4 minutes If you’re a high earner and meet certain qualifications, you could receive the highest...
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Have You Planned How You’ll Spend Your Time Once Retired?

March 7, 2024
Read time: 4 minutes Retirement planning usually focuses on saving enough, Social Security and Medicare, but there’s a...
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2024 Retirement Plan Limits

2024 Retirement Plan Limits

March 4, 2024
The Internal Revenue Service announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items...
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You Can Now Roll Unused 529 Plan Funds Into a Roth IRA

March 4, 2024
Read time: 5 minutes Investing in a 529 plan can be a great way to fund a child’s...
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7 Common Estate Planning Mistakes to Avoid

February 28, 2024
Simply stated, estate planning is the process of developing and implementing a “master plan” to facilitate the distribution of...
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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

#138

Cash Balance Plans Explained

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May 2, 2024
#137

How Parents Can Teach Teens About Investing

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April 18, 2024
#136

Why Working With a Wealth Advisor Is Important

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April 4, 2024
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