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Which Charitable Strategies Can Help Cut My Tax Bill?

Which Charitable Strategies Can Help Cut My Tax Bill?

March 1, 2023
With the lifetime estate and gift tax exemption, currently $12.92 million for individuals, 1 scheduled to sunset in two...
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Long-Term Care Insurance: Rider or Stand-Alone Policy?

Long-Term Care Insurance: Rider or Stand-Alone Policy?

March 1, 2023
It’s not easy to think about becoming so ill you can no longer take care of yourself, but as...
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Planning for Long-Term Care with Your Parents

Planning for Long-Term Care with Your Parents

February 28, 2023
50% of adults will need long-term care at some point in their life, and this can have major impacts...
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How to Discuss Prenups with Your Partner

How to Discuss Prenups with Your Partner

February 23, 2023
Before saying, “I do,” it can be helpful to discuss finances with your fiancé and have a prenuptial agreement...
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What to Consider Before Signing a Prenup

What to Consider Before Signing a Prenup

February 16, 2023
Oftentimes, getting a prenuptial agreement may feel unromantic, timely and expensive. But not having a prenup can end up...
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Inherited IRA Strategies

Inherited IRA Strategies

February 9, 2023
With the passage of the SECURE Act & SECURE 2.0 Act, Stretch IRAs are no longer an option. So,...
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Benefits of a Directed Trustee vs. a Corporate Trustee

Benefits of a Directed Trustee vs. a Corporate Trustee

February 6, 2023
Selecting a corporate trustee to oversee the administration and management of a trust is a challenging and unique decision...
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Great Start to 2023. What Will the Rest of the Year Bring?

Great Start to 2023. What Will the Rest of the Year Bring?

February 2, 2023
The U.S. stock market broke out of the gate in style and good fashion in this new year. It...
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2023: An Economic Transition or “Passage” Year

2023: An Economic Transition or “Passage” Year

February 2, 2023
“The journey in between what you once were and who you are now becoming is where the dance of...
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Many Age 65+ Still Working for a More Secure Financial Future

Many Age 65+ Still Working for a More Secure Financial Future

February 2, 2023
With several forces converging at once—the bite of inflation, market swings and higher interest rates—nearly 60% of high earners...
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SECURE 2.0 Act: Retirement Saving Changes

SECURE 2.0 Act: Retirement Saving Changes

February 2, 2023
In 2022, Congress passed SECURE 2.0 Act, and this new legislation has significant changes to the ways you save...
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Disability Insurance Offers Partial Income Replacement

Disability Insurance Offers Partial Income Replacement

February 1, 2023
If you become ill or injured and are unable to work, would you and your loved ones have the...
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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

#137

How Parents Can Teach Teens About Investing

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April 18, 2024
#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
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