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Insights

Estate Planning in a Digital World
May 2, 2024
Read time: 3 minutes When you meet with an estate planning attorney, you may be focused on creating...
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Cash Balance Plans Explained

Cash Balance Plans Explained
May 2, 2024
Cash balance plans are often misunderstood but can be a win-win for tax savings and retirement planning. On this...
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How Parents Can Teach Teens About Investing

How Parents Can Teach Teens About Investing
April 18, 2024
Want to teach your child about investing? It can be difficult to know where to start and even how...
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Managing Health Care Costs in Retirement

Managing Health Care Costs in Retirement
April 12, 2024
Read time: 10 minutes It’s no secret that as people age, it becomes increasingly difficult to stay healthy....
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Discover the HSA Triple Tax Savings Advantage

Discover the HSA Triple Tax Savings Advantage
April 6, 2024
Read time: 4 minutes Health care costs can take a bite out of your retirement savings, with costs...
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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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Why Working With a Wealth Advisor Is Important

Why Working With a Wealth Advisor Is Important
April 4, 2024
It’s not just about the numbers. There is value beyond the data that a wealth advisor can offer. They...
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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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Tax Implications of Roth IRAs and Roth 401(k)s

Tax Implications of Roth IRAs and Roth 401(k)s
March 14, 2024
IRAs, Roth IRAs, 401(k)s are among the very basics of building a financial plan, and they apply to just...
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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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