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Insights

Creating a Family Mission Statement

April 2, 2025
Read time: 4 minutes Family wealth is like a comfortable vehicle with plenty of range: It can take...
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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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A Year-end Wealth Review Checklist

December 2, 2024
Read time: 7 minutes The final month of the year is synonymous with holidays, get-togethers and general busyness....
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Medicare Open Enrollment: What You Need to Know 

November 1, 2024
Medicare’s open enrollment period is underway, allowing recipients to make changes for 2025. If you want to switch from...
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Charitable Giving: Specialized Trusts Tailored to Your ​​Goals 

November 1, 2024
Trusts are powerful tools for estate planning, including charitable giving. They can deliver tax benefits, allow their creators control...
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SLATs: A Marriage of Tax Benefits and Flexibility

September 27, 2024
An irrevocable trust can be a powerful estate planning tool, allowing households to reduce estate tax liabilities, shelter assets...
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The Dec. 31 Deadline for RMDs: What You Need to Know

September 27, 2024
With the end of the year approaching, it’s time to make sure you’ve taken, or have a plan to...
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Charitable Giving Strategies: Preserving Wealth While Making a Difference

September 2, 2024
Members of high-net-worth households frequently have complex planning goals. Making an impact through philanthropy is often a high priority....
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Financial Strategies for Life-Changing Events

August 30, 2024
Life can throw us curveballs when we least expect it. You may have experienced a divorce, loss of a...
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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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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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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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