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Insights

Too Much of a Good Thing in 2024—Or Riches Deserved?

December 4, 2024
Read time: 12 minutes “It is possible to have too much of a good thing.” – Greek...
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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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A Year-end Wealth Review Checklist

December 2, 2024
Read time: 7 minutes The final month of the year is synonymous with holidays, get-togethers and general busyness....
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Year-end Planning: 5 Strategies to Maximize Savings While Reducing Your Taxable Income

November 18, 2024
As the year wraps up, you’ve most likely met with your wealth advisor about tax- advantaged moves to make...
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The New Meaning of Retirement

November 18, 2024
In the past, retirement was typically viewed as the stage of life when one stops working, sells a family...
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Fixed Income Explained

Fixed Income Explained

November 14, 2024
On this episode of Your Life Simplified, Daniel Sharkey , senior wealth advisor, is joined by Sandy Pourcillie ,...
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Economic Outlook 2025: Three Yards and a Cloud of Dust 

November 6, 2024
Since 1950, the average annual growth rate of U.S. gross domestic product (GDP) has been 3.2%. 1 But as...
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Trick or Treats as We Move Into Late Fall? Perhaps a Bit of Both.  

November 6, 2024
“I used to think that if there was reincarnation, I wanted to come back as the president or the...
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2025 Retirement Plan Limits

November 1, 2024
Each year, the Internal Revenue Service outlines contribution limits for retirement savings plans and pension plans. These limits apply...
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Medicare Open Enrollment: What You Need to Know 

November 1, 2024
Medicare’s open enrollment period is underway, allowing recipients to make changes for 2025. If you want to switch from...
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Charitable Giving: Specialized Trusts Tailored to Your ​​Goals 

November 1, 2024
Trusts are powerful tools for estate planning, including charitable giving. They can deliver tax benefits, allow their creators control...
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Scary Financial Mistakes to Avoid

Scary Financial Mistakes to Avoid

October 31, 2024
Do these financial mistakes have you spooked? They don’t have to. Whitney Reagan , wealth advisor, and Daniel Sharkey...
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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

#148

Fixed Income Explained

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November 14, 2024
#147

Scary Financial Mistakes to Avoid

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October 31, 2024
#146

2025 Estate Tax Exemption

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October 17, 2024
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