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Insights

Retirement flexibility: Planning while your career is still growing
November 7, 2025
Read time: 6 minutes When you’re early in your career, planning for retirement can feel like aiming at...
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How Medicare fits into a broader retirement strategy
November 5, 2025
Read time: 5 minutes Health care decisions play a major role in financial planning, especially in retirement. For...
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The Cost of Care: Planning for One of Retirement’s Biggest Blind Spots
August 5, 2025
Read time: 6 minutes Long-term care (LTC) is one of retirement’s most significant financial challenges—and arguably its most...
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Stress Testing Your Retirement Plan: Are You Ready for the ‘What Ifs?’
July 2, 2025
Read time: 4 minutes Retirement planning is about more than just saving enough money—it’s also about preparing for...
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Approaching Retirement: Essential Steps for a Smooth Transition
June 5, 2025
Read time: 3 minutes If you’re just a few years away from retirement, congratulations: You’ve worked hard to...
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The Resiliency of a Good Financial Plan in Retirement
May 2, 2025
Read time: 5 minutes The big headlines of 2025 have been less than reassuring so far. A nascent...
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Here’s How Your Spending Could Change in Retirement
May 1, 2025
Read time: 4 minutes Many retirement savers rely on a mental shortcut to determine how much to sock...
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In Retirement, Cash Flow is King
February 6, 2025
Read time: 4 minutes We’ve all heard the expression “cash is king.” When it comes to retirement, it’s...
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Early Retirement: Should You Consider a Roth Conversion?
January 1, 2025
Read time: 10 minutes You may know that there are several good reasons to consider converting your traditional...
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5 Tips for Planning a Purpose-Based Retirement

5 Tips for Planning a Purpose-Based Retirement
December 4, 2024
People often spend more time planning a vacation or researching a car purchase than they do on how they’ll...
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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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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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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

#164

Growing forward—insights on leadership and life

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November 13, 2025
#163

Think Mariner Is Just for Individuals? Think Again. 

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October 14, 2025
#162

Concentrated Stock: Strategies to Protect Your Wealth

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September 23, 2025
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