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Insights

Good News on a Tough Choice: Saving for Retirement vs. Repaying Student Loans
June 6, 2024
Read time: 5 minutes Young, college-educated professionals often face a financial dilemma: They’d like to contribute as much...
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Three Strategies for Tax-Efficient Investing
May 30, 2024
Read time: 6 minutes Developing and managing a comprehensive, adaptable investment strategy is challenging enough on its own....
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Executive Compensation: How to Get the Best Package for You
May 2, 2024
Read time: 5 minutes Are you being paid what you’re worth? If you’re a top executive, it might...
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Should You Take Social Security Early and Invest Your Checks?
May 2, 2024
Read time: 5 minutes What’s the best way to maximize your Social Security benefit? While the answer may...
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Managing the Hidden Risk to Your Retirement Savings
April 4, 2024
Read time: 6 minutes Retirement savings are usually built slowly and patiently. But retiring at the wrong time...
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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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What Are the Implications of a Loan Versus a Financial Gift to a Family Member
April 1, 2024
Q: What is the difference between a gift and an intrafamily loan? A: The IRS defines an intrafamily...
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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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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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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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Original Medicare Supplement Insurance: What to Know About Medigap Plans
February 2, 2024
Read time: 3 minutes While Medicare provides essential health insurance for Americans ages 65 and older, it doesn’t...
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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

#182

Activating your true potential: A conversation with Heroic’s CEO

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October 15, 2026
#181

You’re ready to start giving while you’re living

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September 24, 2026
#180

You’re ready to protect what you’ve built

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September 17, 2026
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