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Insights

Should You Roll Over an IRA to an HSA?
July 5, 2024
Read time: 5 minutes For many people, health savings accounts (HSAs) provide an affordable way to pay for...
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How an ILIT Can Help Protect Your Family’s Wealth
July 5, 2024
Read time: 4 minutes Life insurance is a powerful tool for estate planning: It provides a means to...
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Getting Paid for Uncertainty: The Case for Bonds
July 4, 2024
Read time: 5 minutes Bonds have taken investors on a wild ride since the Federal Reserve acknowledged that...
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Long-Term Care Insurance: Rider or Stand-Alone Policy?
July 1, 2024
Read time: 4 minutes It’s not easy to think about becoming so ill you can no longer take...
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In 2024, Should You Rent or Buy Your Home?

In 2024, Should You Rent or Buy Your Home?
June 13, 2024
Should I rent or buy my home? On this episode, we’ll dive into several studies and look at your...
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Estate Planning: A Critical Consideration for Divorcees
June 10, 2024
Read time: 4 minutes Divorce is often emotionally and mentally draining, as parting couples experience anger and disappointment...
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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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Long-Term Capital Gains Tax Strategies
May 31, 2024
Read time: 5 minutes When you meet with your advisor and tax professional to review your wealth plan,...
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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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Year-Round Tax Planning

Year-Round Tax Planning
May 16, 2024
Tax season may be over, but that doesn’t mean we’re done with tax planning. Jennifer Kohlbacher , director of...
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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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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

#165

From experience to impact: A leader’s journey

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December 11, 2025
#164

Growing forward—insights on leadership and life

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November 13, 2025
#163

Think Mariner Is Just for Individuals? Think Again. 

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October 14, 2025
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