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Inflation Reduction Act: Could It Lower Your Medicare Drug Costs?

Inflation Reduction Act: Could It Lower Your Medicare Drug Costs?
September 5, 2022
The Inflation Reduction Act recently signed into law by President Biden includes many provisions designed to cut the cost...
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Tax Planning During Market Corrections

Tax Planning During Market Corrections
September 3, 2022
Economic downturns and market corrections can provide opportunities for investors. Though it may be painful to watch your account...
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How to Use Insurance Strategically

How to Use Insurance Strategically
August 3, 2022
Consider talking to your wealth advisor about the following insurance-related strategies to allow you to maximize the wealth you...
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Trusts Offering a Silver Lining in a High Interest Rate Climate

Trusts Offering a Silver Lining in a High Interest Rate Climate
August 2, 2022
Given the current high interest rate environment, you may be wondering whether there are strategies you can employ to...
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Discover the Tax Advantages of “Superfunding” a 529 Plan

Discover the Tax Advantages of “Superfunding” a 529 Plan
August 1, 2022
A 529 plan offers tax and estate planning advantages for those funding the cost of higher education for a...
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Cash Balance Pension Plans For Dentists

Cash Balance Pension Plans For Dentists
July 29, 2022
Timing your exit from your practice is critical to make sure you can maximize the amount of money and...
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Buy-Sell Agreements for Dentists Preventing Disputes Over Value

Buy-Sell Agreements for Dentists Preventing Disputes Over Value
July 29, 2022
It is not uncommon to have partners or co-owners of your dental practice . With this scenario, it is...
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Strategies for Helping Employees Weather Market Volatility

Strategies for Helping Employees Weather Market Volatility
July 7, 2022
With ongoing market volatility negatively impacting your employees’ 401(k) balances, educating them on maintaining a long-term investing perspective is...
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Planning Considerations for Dentists

Planning Considerations for Dentists
July 7, 2022
Approximately 76% 1 of dentists own their practice, and this makes them small business owners. In addition to making...
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How Do Federal Reserve Interest Rate Hikes Affect Mortgage Loan Rates?

How Do Federal Reserve Interest Rate Hikes Affect Mortgage Loan Rates?
July 1, 2022
The Federal Reserve raised interest rates by .75% in June—its largest since 1994. 1 These ongoing rate hikes ultimately...
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Medicare Surcharges: Do They Apply to You? Learn How to Appeal Them.

Medicare Surcharges: Do They Apply to You? Learn How to Appeal Them.
June 1, 2022
If you are a high-income earner, you could be hit with a Medicare surcharge. The good news is that...
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Financial Hypochondria: The Downside of Investment Vigilance

Financial Hypochondria: The Downside of Investment Vigilance
May 9, 2022
Plan sponsors invest much time and effort in improving employee financial literacy. They offer educational content, provide opportunities for...
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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

#167

Grief to joy: A conversation with Jenny Danaher

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March 5, 2026
#166

2026 financial reset: what to prioritize now

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January 22, 2026
#165

From experience to impact: A leader’s journey

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December 11, 2025
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