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Building Wealth as a Young Professional

Building Wealth as a Young Professional

July 11, 2024
Young Professionals: Now that you’re past the basics of financial planning, what should you be thinking about as you...
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As Inflation Weakens, Rate Cuts Are in the Offing

July 8, 2024
Read time: 7 minutes As a practicing economic/capital market commentator, I believe it is good to understand viewpoints...
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Breaking News: It’s OK! Our “Back to Normal” Theme Is Alive and Well.

July 8, 2024
Read time: 12 minutes “It’s déjà vu all over again.” — Yogi Berra The first six...
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Simplifying the Retirement Plan Tax Credit for Start-Ups

July 7, 2024
For start-up small businesses, establishing a retirement plan can be costly as well as demand substantial resources and time....
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Transfer Wealth Before Lifetime Exemption Expires in Two Years

July 6, 2024
Read time: 5 minutes When it comes to the tax-free transfer of wealth, we’re living in a golden...
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Should You Roll Over an IRA to an HSA?

July 5, 2024
Read time: 5 minutes For many people, health savings accounts (HSAs) provide an affordable way to pay for...
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How an ILIT Can Help Protect Your Family’s Wealth

July 5, 2024
Read time: 4 minutes Life insurance is a powerful tool for estate planning: It provides a means to...
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Getting Paid for Uncertainty: The Case for Bonds

July 4, 2024
Read time: 5 minutes Bonds have taken investors on a wild ride since the Federal Reserve acknowledged that...
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Long-Term Care Insurance: Rider or Stand-Alone Policy?

July 1, 2024
Read time: 4 minutes It’s not easy to think about becoming so ill you can no longer take...
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In 2024, Should You Rent or Buy Your Home?

In 2024, Should You Rent or Buy Your Home?

June 13, 2024
Should I rent or buy my home? On this episode, we’ll dive into several studies and look at your...
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Estate Planning: A Critical Consideration for Divorcees

June 10, 2024
Read time: 4 minutes Divorce is often emotionally and mentally draining, as parting couples experience anger and disappointment...
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A Merry May on the Heels of an Awful April. The Merits of Staying Measured.

June 7, 2024
Read time: 11 minutes “It’s the economy, stupid!” —Slogan coined by James Carville, well-known campaign strategist, and...
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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

#141

Building Wealth as a Young Professional

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July 11, 2024
#140

In 2024, Should You Rent or Buy Your Home?

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June 13, 2024
#139

Year-Round Tax Planning

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May 16, 2024
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