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Insights

The Value of a Family Meeting

The Value of a Family Meeting
September 5, 2024
Family meetings may sound daunting and challenging but they don’t have to be. Hosts Whitney Reagan , wealth advisor,...
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Charitable Giving Strategies: Preserving Wealth While Making a Difference
September 2, 2024
Members of high-net-worth households frequently have complex planning goals. Making an impact through philanthropy is often a high priority....
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Choosing a Guardian and Trustee
August 30, 2024
When planning for your family’s future, two critical decisions include choosing a guardian for your children should something happen...
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Financial Strategies for Life-Changing Events
August 30, 2024
Life can throw us curveballs when we least expect it. You may have experienced a divorce, loss of a...
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Make the Most of Your Retirement Plan Contributions
August 26, 2024
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
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Rent vs. buy: top considerations in today’s market
August 8, 2024
Read Time: 5 minutes Homeownership is often thought of as a symbol of financial stability and accomplishment. However,...
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Never Pay Full Price for College

Never Pay Full Price for College
August 8, 2024
College is expensive, so you should never pay full price. Hosts Michael MacKelvie , wealth advisor, and Daniel Sharkey...
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IRAs: Traditional or Roth?
August 1, 2024
There are more retirement account options today than ever, including traditional IRAs and Roth IRAs. Compare the features, benefits...
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The Importance of Estate Planning for Business Owners
July 31, 2024
Read time: 5 minutes Estate planning is crucial for individuals: It can help ensure their assets are distributed...
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Building Wealth as a Young Professional

Building Wealth as a Young Professional
July 11, 2024
Young Professionals: Now that you’re past the basics of financial planning, what should you be thinking about as you...
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Simplifying the Retirement Plan Tax Credit for Start-Ups
July 7, 2024
For start-up small businesses, establishing a retirement plan can be costly as well as demand substantial resources and time....
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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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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

#181

You’re ready to start giving while you’re living

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September 24, 2026
#180

You’re ready to protect what you’ve built

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September 17, 2026
#179

You’re ready for your second act

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September 10, 2026
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