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Insights

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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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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Make the Most of Your Retirement Plan Contributions

August 26, 2024
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
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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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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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Good News on a Tough Choice: Saving for Retirement vs. Repaying Student Loans

June 6, 2024
Read time: 5 minutes Young, college-educated professionals often face a financial dilemma: They’d like to contribute as much...
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Long-Term Capital Gains Tax Strategies

May 31, 2024
Read time: 5 minutes When you meet with your advisor and tax professional to review your wealth plan,...
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Managing the Hidden Risk to Your Retirement Savings

April 4, 2024
Read time: 6 minutes Retirement savings are usually built slowly and patiently. But retiring at the wrong time...
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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

#152

Portfolio Income Buffer

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February 6, 2025
#151

Direct Indexing

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January 23, 2025
#150

Behind the Scenes With a Chief Investment Strategist 

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January 9, 2025
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