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Insights

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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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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Managing Health Care Costs in Retirement

Managing Health Care Costs in Retirement

November 22, 2021
It’s no secret that as people age, their bodies tend to break down. Joints begin to ache, backs become...
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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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Community Involvement: Giving Back So We All Move Forward

Community Involvement: Giving Back So We All Move Forward

October 18, 2021
If you’ve always wanted to give back to the community where you live and work, but wonder how to...
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Legacy Planning: Discussing Wealth Transfer with the Next Generation

Legacy Planning: Discussing Wealth Transfer with the Next Generation

October 18, 2021
When it comes to multi-generational wealth planning and how prepared children and grandchildren are to receive an inheritance, there...
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Take a Deep Breath…Meditation and Mindfulness

Take a Deep Breath…Meditation and Mindfulness

October 18, 2021
When there are so many outside factors affecting our well-being, it can be very beneficial to take a moment...
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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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Decoding Digital Assets: Are They Right for You?

Decoding Digital Assets: Are They Right for You?

October 5, 2021
If you’ve been wondering whether digital assets fit with your overall investment strategy but have questions, we’ll break down...
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Here in My Car: What’s Driving the Auto Industry?

Here in My Car: What’s Driving the Auto Industry?

October 5, 2021
We’ve all seen the automotive industry headlines lately; chip shortages and used car scarcities, to name a few. In...
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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

#137

How Parents Can Teach Teens About Investing

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April 18, 2024
#136

Why Working With a Wealth Advisor Is Important

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April 4, 2024
#135

Tax Implications of Roth IRAs and Roth 401(k)s

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March 14, 2024
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