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Five Strategies to Help Protect Your Wealth From Taxes

Five Strategies to Help Protect Your Wealth From Taxes

December 2, 2021
While some of the tax proposals that would have significantly impacted high-net-worth individuals have been eliminated from the Build...
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Managing Health Care Costs in Retirement

Managing Health Care Costs in Retirement

November 22, 2021
It’s no secret that as people age, their bodies tend to break down. Joints begin to ache, backs become...
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Setting Up Trusts to Protect Wealth Transfer to Heirs

Setting Up Trusts to Protect Wealth Transfer to Heirs

July 31, 2021
You’ve worked hard and want to leave a legacy to your heirs that will last for them after you’re...
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Early Retirement: How Will You Fund It?

July 8, 2021
Some people want to retire early. Or circumstances, such as health or job layoff, may drive the decision. No...
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5 Tips for Dealing With Sudden Wealth

May 28, 2021
Have you experienced a sudden windfall? If so, you’ll likely deal with financial and emotional changes as you adjust...
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Should You Rollover an Ira To an HSA

February 5, 2021
For many people, health savings accounts (HSAs) provide an affordable way to pay for medical expenses. When paired with...
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Women Often Put Others First, Why Not Their Retirement Too?

Women Often Put Others First, Why Not Their Retirement Too?

February 2, 2021
Women juggle a lot of roles, from career professional to caregiver, but there’s one crucial thing most don’t do...
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IRA Conversions: What You Need To Know

January 30, 2021
Q: What exactly is an Individual Retirement Account (IRA) conversion and why would I want to take part in...
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Your Life Simplified - Working From Home

There’s No Place Like Home…for Work

January 20, 2021
Even before the pandemic, working from home has become a norm in our society. Whether you do your job...
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Catch-Up Contributions: Saving As Much As You Can For Retirement

Maximize Retirement Savings With Catch-Up Contributions

January 13, 2021
As you are planning for your retirement, it’s important to save early and often. If you wish to maximize...
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Plan for Potentially Unexpected Retirement Costs

January 8, 2021
Q: I want to retire in the next few years, what are some of the costs I should think...
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Proactively Protect Your Family: Consider Life and Disability Insurance

Proactively Protect Your Family: Consider Life and Disability Insurance

January 4, 2021
When you have a family, you work hard to provide what they need to live comfortably. And while your...
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Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike, Valerie and Katie share need-to-know insights about finances and wealth.

LATEST EPISODES

#66

Take a Deep Breath…Meditation and Mindfulness

December 21, 2021
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#65

Community Involvement: Giving Back So We All Move Forward

November 30, 2021
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#64

Here in My Car: What’s Driving the Auto Industry?

November 5, 2021
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