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Insights

Multigenerational Wealth Planning for the Sandwich Generation

Multigenerational Wealth Planning for the Sandwich Generation
January 5, 2024
Known as the sandwich generation, some adults in their 40s and 50s find themselves covering expenses like health care...
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Reality vs. Perception: People Retire Earlier Than Planned
January 3, 2024
Read time: 5 minutes Americans’ perception of the age at which they plan to retire often differs from...
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New Reporting Required for Certain Legal Entities: Does It Apply to You?
January 2, 2024
Read time: 3 minutes Effective Jan. 1, 2024, a new reporting requirement requires millions of entities to electronically...
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How to Shrink Your Long-term Capital Gains Taxes
December 14, 2023
Read time: 5 minutes When it comes to investing, what matters most isn’t what you earn—it’s what you...
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Charitable Giving Strategies
December 14, 2023
Read time: 4 minutes Just like that, we’re in the thick of the holiday season, also known as...
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Money in the Movies

Money in the Movies
December 14, 2023
Money is a topic of conversation in many movies. The question is the legitimacy of some of these movies...
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Alternative Minimum Tax Explained

Alternative Minimum Tax Explained
November 30, 2023
In our last episode, we started our discussion on Incentive Stock Options (ISOs). Now, we’ll continue that discussion and...
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Incentive Stock Options Explained

Incentive Stock Options Explained
November 16, 2023
In this episode, we dive deep into the world of stock-based compensation, shedding light on how Incentive Stock Options...
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10 Tax Items to Check Off Your List by Year-End
November 2, 2023
Read Time: 6 minutes As the year winds down, it’s a good time to meet with your wealth...
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How Tax-Loss Harvesting Can Offset Capital Gains
November 2, 2023
Read time: 4 minutes Investing is usually thought of as a win-or-lose affair: Either your investments make money,...
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6 End-of-Year Tax & Financial Planning Strategies

6 End-of-Year Tax & Financial Planning Strategies
November 2, 2023
As we near the end of the year, what is it that you should be doing to minimize taxes...
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RSUs, Restricted Stock and Restricted Securities

RSUs, Restricted Stock and Restricted Securities
October 19, 2023
As an executive, you probably have some type of restricted stock or security in your compensation. But what is...
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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

#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
#178

You’re ready for tax help

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September 3, 2026
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