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Your estate plan was built for a different tax law: Does it still fit?

Read time: 7 minutes Prior to One Big Beautiful Bill Act (OBBBA), which was signed into law on...
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Insights

Ramifications of Iran war
July 1, 2026
Read time: 9 minutes The quest to keep nuclear weapons out of the hands of Iranian leaders has...
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A new Fed, familiar market dynamics
July 1, 2026
Read time: 8 minutes The S&P 500 finished June down 2.9%, but still closed the second quarter with...
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Retiring early? How will you fund it?
June 30, 2026
Read time: 4 minutes If you want to retire early, you’ll need a strategy for which accounts to...
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Before acting on tax news, ask three questions
June 29, 2026
Read time: 5 minutes If you’re like many Americans, you may feel overwhelmed by the sense of urgency...
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Tax friction for high earners: The hidden levers that change outcomes
June 17, 2026
Read time: 7 minutes Higher earners often face tax friction due to layered surtaxes, income phaseouts, investment rules...
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Financial equality at home: A practical guide to share visibility and decision-making
June 16, 2026
Read time: 6 minutes Navigating today’s complex financial landscape can be challenging for anyone, but women face additional...
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The nanny tax: Tips to help high-net-worth families manage caregiving costs 
June 4, 2026
With fast-paced demands pulling them in different directions, high-net-worth (HNW) families increasingly rely on professionals to support the  caregiving...
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Mid-year portfolio stress test: Understanding how your investments may respond to changing markets 
June 4, 2026
Read time: 7 minutes As we approach mid-year 2026, markets continue to remind investors that uncertainty is a...
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Don’t worry, be happy? Worry a little, but let the data and facts guide and calm 
June 4, 2026
Read time: 13 minutes Less than a month to go before “halftime” in 2026 and, so far, global equity returns are solidly good. The...
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Sour consumer, growth still on track
June 4, 2026
Read time: 7 minutes So goes the consumer…is the longstanding phrase many are aware of; of course, the follow-on...
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The cost of care: planning for one of retirement’s biggest blind spots
May 27, 2026
Read time: minutes Long-term care (LTC) is one of retirement’s most significant financial challenges—and arguably its most overlooked....
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GRATs: Understanding a popular estate planning strategy
May 27, 2026
For wealthy families, asset growth can be expensive: Every dollar of appreciation above the estate-tax exemption limit ($15 million...
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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

#169

Built to last: Mariner at 20

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May 14, 2026
#168

You’re ready for Mariner

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April 23, 2026
#167

Grief to joy: A conversation with Jenny Danaher

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March 5, 2026
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