All Commentary Video Article Podcast Whitepaper

Insights

Discover the HSA Triple Tax Savings Advantage

Discover the HSA Triple Tax Savings Advantage

April 6, 2024
Health care costs can take a bite out of your retirement savings, with costs running as high as $315,000...
Read >

Roth IRAs for Kids?

April 3, 2024
Read time: 4 minutes At first, the idea of setting up a retirement account for a child might...
Read >

10 Tips for Teaching Your Children About Wealth Management

April 1, 2024
Read time: 6 minutes Are you confident that your children will be able to responsibly manage the wealth...
Read >

How to Get the Maximum Social Security Benefit

April 1, 2024
Read time: 4 minutes If you’re a high earner and meet certain qualifications, you could receive the highest...
Read >

Have You Planned How You’ll Spend Your Time Once Retired?

March 7, 2024
Read time: 4 minutes Retirement planning usually focuses on saving enough, Social Security and Medicare, but there’s a...
Read >

You Can Now Roll Unused 529 Plan Funds Into a Roth IRA

March 4, 2024
Read time: 5 minutes Investing in a 529 plan can be a great way to fund a child’s...
Read >

Estate and Gift Tax Quick Facts

February 2, 2024
Take advantage of the current lifetime gift and estate planning tax exemption before it sunsets at the end of...
Read >

Financial Strategies for Life-Changing Events

January 26, 2024
Life can throw us curveballs when we least expect it. You may have experienced a divorce, loss of a...
Read >

Make the Most of Your Retirement Plan Contributions

January 25, 2024
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
Read >

Long-Term Capital Gains Tax Strategies

January 13, 2024
When you meet with your advisor and tax professional to review your wealth plan, consider discussing whether to put...
Read >

Strategies to Combat Inflation

January 5, 2024
The escalating cost of living over the past few years has impacted people from all walks of life, creating...
Read >
Multigenerational Wealth Planning for the Sandwich Generation

Multigenerational Wealth Planning for the Sandwich Generation

January 5, 2024
Known as the sandwich generation, some adults in their 40s and 50s find themselves covering expenses like health care...
Read >

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

Meet Our Hosts

Check Out Our Live Webinars

We cover the economy, markets, taxes and more. Hear our views on timely topics.

Get Details

Sign Up For Our Newsletter

Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles.

Contact Us