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Managing the Hidden Risk to Your Retirement Savings

Read time: 6 minutes Retirement savings are usually built slowly and patiently. But retiring at the wrong time...
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Insights

From Santa to the Easter Bunny: Rally Momentum or Melt-Up Zone Ahead?

April 4, 2024
Read time: 14 minutes “Sell in May and Go Away.” — An old investment adage with roots...
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The Big Picture Final Chapter: Worker Productivity

April 4, 2024
Read time: 9 minutes Over the last year, I have written about my longer-term vision of economic and...
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Why Working With a Wealth Advisor Is Important

Why Working With a Wealth Advisor Is Important

April 4, 2024
It’s not just about the numbers. There is value beyond the data that a wealth advisor can offer. They...
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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...
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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...
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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...
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Tax Implications of Roth IRAs and Roth 401(k)s

Tax Implications of Roth IRAs and Roth 401(k)s

March 14, 2024
IRAs, Roth IRAs, 401(k)s are among the very basics of building a financial plan, and they apply to just...
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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...
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Looking for a Melt-Up, a Meltdown, or Just a Solid Year? We Like Door No. 3!

March 6, 2024
Read time: 16 minutes “We’re runnin’ outta time So, tonight we’re gonna party like it’s 1999.” –...
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The Big Picture: GDP Growth and Productivity

March 5, 2024
Read time: 12 minutes Over the last 12 months, I have been writing about my longer-term vision of...
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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...
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Estate Planning: Protect Your Legacy & Avoid These Mistakes

Estate Planning: Protect Your Legacy & Avoid These Mistakes

February 29, 2024
No one likes planning their mortality, but this is not time made but time spent. The challenges and financial...
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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

#136

Why Working With a Wealth Advisor Is Important

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April 4, 2024
#135

Tax Implications of Roth IRAs and Roth 401(k)s

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March 14, 2024
#134

Estate Planning: Protect Your Legacy & Avoid These Mistakes

 Listen Now >
February 29, 2024
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