All
Reconsidering Foundation and Endowment Distribution Strategy

Reconsidering Foundation and Endowment Distribution Strategy

February 24, 2021
The objective of foundations and endowments should be to play the “infinite game.” Playing an infinite game means sustaining...
Read
IRAs Traditional or Roth, Grow

IRAs: Traditional or Roth?

February 6, 2021
The traditional IRA and Roth IRA have pros and cons, and, depending on your personal circumstances, one may be...
Read
Establish A Donor-Advised Fund: Give to Charities While Enjoying Tax Advantages, Share

Establish A Donor-Advised Fund: Give to Charities While Enjoying Tax Advantages

March 4, 2020
You may be wondering how you can minimize your tax burden and do some good at the same time....
Read
When to Consider a Roth IRA Conversion, Business Owner

When to Consider a Roth IRA Conversion

January 2, 2020
Sometimes life changes, such as launching a new business, can mean a temporary reduction in household income. During times...
Read
Required Minimum Distributions: Get to Know the Basic Rules, Navigate

Required Minimum Distributions: Get to Know the Basic Rules

January 1, 2020
What are required minimum distributions (RMDs)? When you turn 72, the IRS requires you to start making annual...
Read
Generating A Tax Efficient Retirement Paycheck, Navigate

Generating A Tax Efficient Retirement Paycheck

December 2, 2019
Imagine you have saved during your professional career in a 401(k)/403(b)/457(b), IRA, Roth IRA and/ or Taxable/Brokerage Account. Additionally,...
Read
Three Strategies for Tax-Efficient Investing, Grow

Three Strategies for Tax-Efficient Investing

November 20, 2019
Developing and managing a comprehensive, adaptable investment strategy is challenging enough on its own. When you factor in the...
Read
Wealth Planning Considerations for "DINKs", Grow

Wealth Planning Considerations for “DINKs”

September 12, 2019
On the surface, the life of DINKs (couples with dual incomes and no kids) may seem easy and carefree...
Read
Blended Families and Financial Considerations, Estate

Blended Families and Financial Considerations

September 9, 2019
Getting remarried is an exciting and challenging time for couples, especially when there are children to consider. While you...
Read
How To Maximize Your Charitable Contributions, Share

How To Maximize Your Charitable Contributions

September 4, 2019
Most investors are aware of the potential tax benefits of charitable giving. In fact, many of us often write...
Read
When Is The Right Time To Work With An Advisor, Business Owner

When Is The Right Time To Work With An Advisor?

June 17, 2019
Very few people graduate school and immediately search for a wealth advisor. Instead, we understandably focus on our careers...
Read
Opportunity Zones, Protect

Opportunity Zones

January 7, 2019
Qualified Opportunity Funds (QOF) are new investment vehicles that allow investors to potentially defer and reduce capital gains on...
Read

Your Life, Simplified

Let’s face it, life is hectic. Our podcast focuses on making your life easier...it’s about putting life in perspective and having a game plan.

LATEST EPISODES

All Podcast Episodes

Check Out Our Live Webinars

We cover the upcoming election and the economy, markets during a pandemic, and more. Hear our views on timely topics.

Get Details

Subscribe to Our Newsletter

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