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Insights

Assisted Living: 7 Strategies for Helping Your Parent Manage the Transition

Assisted Living: 7 Strategies for Helping Your Parent Manage the Transition
May 4, 2022
Do You See Your Parents’ Health Declining? The signs are there, although you may have tried to deny...
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Reverse Rollover

Reverse Rollover
May 4, 2022
Oftentimes, our P&G clients are unable to perform the annual Backdoor Roth IRA contributions due to having funded traditional...
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P&G Retirement Plan Offers Many Investment Options

P&G Retirement Plan Offers Many Investment Options
May 3, 2022
Within the P&G Retirement Plan, there are many different options for where to allocate your investments. Once you turn...
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Secure Act 2.0 Calls for Bumping Up Age for Required Minimum Distributions, Among Other Proposals

Secure Act 2.0 Calls for Bumping Up Age for Required Minimum Distributions, Among Other Proposals
May 1, 2022
Politicians across the aisle don’t agree on much, but the House recently passed bipartisan legislation that could dramatically change...
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DOL Urges Caution Before Adding Cryptocurrency as a 401(k) Plan Option

DOL Urges Caution Before Adding Cryptocurrency as a 401(k) Plan Option
April 11, 2022
While cryptocurrency has captured the interest of investors, this digital currency presents significant risks of fraud, theft and loss,...
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Women and Investing: 3 Strategies to Bridge the Savings Gap

Women and Investing: 3 Strategies to Bridge the Savings Gap
April 4, 2022
Whether you’ve always been the sole financial decision-maker or have relied on a spouse or partner to manage the...
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Financial Benefits of Moving to Tennessee

Financial Benefits of Moving to Tennessee
April 1, 2022
Many people wonder if moving to Tennessee is a good move to make, whether they work remotely and have...
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Strategies for Generating Steady Income in Retirement

Strategies for Generating Steady Income in Retirement
April 1, 2022
In this Q&A, we’ll discuss the important decisions to consider as you shift from wealth accumulation to wealth distribution...
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Financial Benefits of Moving to South Dakota

Financial Benefits of Moving to South Dakota
March 14, 2022
Living in South Dakota means enjoying a scenic environment in a welcoming community. This is a unique state to...
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Elimination of the Stretch IRA: Update for Owners and Beneficiaries

Elimination of the Stretch IRA: Update for Owners and Beneficiaries
March 3, 2022
Q: When was the Stretch IRA eliminated? A: As a result of the 2019 SECURE Act, the stretch...
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Financial Benefits of Moving to Nevada

Financial Benefits of Moving to Nevada
February 14, 2022
It’s not just Las Vegas that the state of Nevada is known for, although the idea of living in...
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HSAs: A Tax Trifecta Investment Opportunity

HSAs: A Tax Trifecta Investment Opportunity
February 4, 2022
HSA as an Investment Tool When it comes to fiscally frugal health insurance options, health savings accounts (HSAs)...
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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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