Insights Archive

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Insights

Strategies for Managing Concentrated Stock in a Diversified Portfolio

September 21, 2024

A concentrated stock position that might help create wealth could eventually present risks to your portfolio and financial peace...

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Benefits of a Directed Trustee vs. a Corporate Trustee

September 12, 2024

Selecting a corporate trustee to oversee the administration and management of a trust is a challenging and unique decision...

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Five Reasons to Use a Corporate Fiduciary

September 8, 2024

Many important decisions regarding the transfer of your wealth are made when working with an estate planning attorney. However,...

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Estate Planning in a Digital World

May 2, 2024

Read time: 3 minutes When you meet with an estate planning attorney, you may be focused on creating...

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Managing Health Care Costs in Retirement

April 12, 2024

Read time: 10 minutes It’s no secret that as people age, it becomes increasingly difficult to stay healthy....

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A Comparison of Traditional vs. Roth IRA and 401(k) Features

January 28, 2024

As you consider how to save for retirement, consider traditional IRAs and Roth IRAs. Compare the features, benefits and...

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10 Things to Know About Business Valuation

February 1, 2023

Understanding the ins and outs of a business valuation is useful for many reasons. Business owners can use a...

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Establish A Donor-Advised Fund: Give to Charities While Enjoying Tax Advantages

November 4, 2022

You may be wondering how you can minimize your tax burden and do some good at the same time....

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Protecting the Value of Cash Against Inflation With I Bonds

October 6, 2022

Series I savings bonds are 30-year bonds issued by the U.S. government designed to keep up with inflation. The...

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The Essential Estate Planning Documents

July 26, 2021

Estate planning is the process of organizing one’s personal and financial affairs to ensure that your wishes for your...

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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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Common Estate Planning Mistakes

March 5, 2021

As you revise your estate plan or create a new one, discover 10 common estate planning mistakes that could...

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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

#157

Teach Your Child to Be Financially Independent

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April 17, 2025

#156

Raising Financially Savvy Children

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April 3, 2025

#155

Navigating and Controlling the Sale of Your Business

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March 20, 2025

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Strategies for Managing Concentrated Stock in a Diversified Portfolio

Benefits of a Directed Trustee vs. a Corporate Trustee