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Insights

Retiring Early? Put These 5 Planning Strategies in Place

Retiring Early? Put These 5 Planning Strategies in Place
February 4, 2022
If you are among those who chose to retire as part of “The Great Resignation,” or you’re contemplating retiring...
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Required Minimum Distribution Changes: What’s New in 2022

Required Minimum Distribution Changes: What’s New in 2022
February 1, 2022
Figuring we’ll all live a little longer, the IRS updated the life expectancy table, as of Jan. 1, 2022....
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How Do Your 2022 Resolutions Lineup With Other Americans?

How Do Your 2022 Resolutions Lineup With Other Americans?
January 25, 2022
If you’re like 84% of Americans 1 dealing with the ongoing pandemic, you’ve learned to let go of what...
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Financial Benefits of Moving to Florida

Financial Benefits of Moving to Florida
January 14, 2022
Moving to the Sunshine State has more benefits than just swapping out cold winters for year-round warm weather and...
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How to Strategically Fund Long-term Care

How to Strategically Fund Long-term Care
January 7, 2022
Seven out of 10 people who turn age 65 will need long-term care during their retirement, and 20% will...
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Financial Benefits of Moving to Texas

Financial Benefits of Moving to Texas
December 14, 2021
Texas is becoming a popular state to move to, especially among younger populations, for many reasons. With multiple metropolitan...
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How to Support and Retain Employees During the Pandemic

How to Support and Retain Employees During the Pandemic
December 3, 2021
During the prolonged pandemic, workers quit their jobs in record numbers across the U.S. According to the Bureau of...
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Potential Tax Changes Remain in Spending Bill Under Senate Review

Potential Tax Changes Remain in Spending Bill Under Senate Review
December 1, 2021
On Nov. 19, the House passed the Build Back Better bill, which includes more than $1.5 trillion in business,...
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Financial Benefits of Moving to Wyoming

Financial Benefits of Moving to Wyoming
November 14, 2021
You may not be sure what’s out in Wyoming besides land, but you’ll soon learn that living in Wyoming...
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Year-end Tax Planning Review

Year-end Tax Planning Review
November 3, 2021
Given that President Biden’s spending bill, including tax proposals, is still being negotiated in Congress, think about meeting with...
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RMD Waiver is Over: When Should You Take a Distribution?

RMD Waiver is Over: When Should You Take a Distribution?
November 2, 2021
CARES Act legislation waived required minimum distributions (RMDs) just for 2020. As we wrap up 2021, some individuals will...
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Financial Benefits of Moving to Washington State

Financial Benefits of Moving to Washington State
October 14, 2021
The Pacific Northwest is a beautiful place to relocate to, especially if you’re someone who loves the outdoors. Living...
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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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