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Insights

Biden Tax Plan Proposes Elimination of 1031 Exchanges for High-Net-Worth Individuals

July 1, 2021

President Biden is proposing an elimination of 1031 exchanges for individuals making more than $400,000 a year. Those who...

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Should You Pay Off Your Mortgage Early or Refinance?

June 30, 2021

Should I refinance or pay off mortgage? This is a question that many will ask at some point. If...

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Year-End Is the Perfect Time to Consider Gifting

June 21, 2021

As you approach year-end, consider various gifting strategies to help minimize your tax burden. From gifting to family members...

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Boomers Often Manage Family Finances

June 5, 2021

Baby boomers often have frequent financial worries, including how to manage their parents’ financial affairs while also gifting money...

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Plan Ahead Before Transferring Wealth to Heirs

June 4, 2021

Baby boomers are expected to transfer an estimated $30 to $70 trillion 1 of wealth to children and grandchildren...

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Do You Have a Plan for Leaving Wealth to Beneficiaries?

June 3, 2021

Given the potential tax changes on the horizon and the current low interest rate environment, it’s a good time...

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FAFSA Deadline is June 30: Should You Fill One Out?

June 2, 2021

With the Free Application for Federal Student Aid (FAFSA ® ) due at the end of the month, you...

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10 Interview Questions to Ask Your Potential Wealth Advisor

May 28, 2021

Have you considered the benefits of working with a wealth advisor to help you reach your financial goals? If...

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5 Tips for Managing Sudden Wealth

May 28, 2021

Have you experienced a sudden windfall? If so, you’ll likely deal with financial and emotional changes as you adjust...

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Estate Planning Strategies to Consider Ahead of Biden’s Potential Tax Changes

May 4, 2021

President Biden’s proposed tax policy includes potential changes to estate and gift tax as well as capital gains tax...

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Should You Buy or Lease a Car?

May 4, 2021

Do you like to drive a new car every few years or do you prefer to hold onto a...

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With High College Expenses, Should Students Consider Work Options Instead?

May 4, 2021

How does the current employment climate, the rising cost of education and student loan debt change how we think...

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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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Biden Tax Plan Proposes Elimination of 1031 Exchanges for High-Net-Worth Individuals

Should You Pay Off Your Mortgage Early or Refinance?