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Making Social Security Part of Your Wealth Plan

Making Social Security Part of Your Wealth Plan
May 1, 2021
While Social Security provides a steady income source in retirement, it is a taxable benefit for many, so high...
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Time to Rebalance Your Portfolio?

Time to Rebalance Your Portfolio?
April 1, 2021
You don’t want to rebalance your portfolio just to do it or because certain stocks or bonds temporarily fall...
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Retiring Early? Plan Ahead for Income and Health Care

Retiring Early? Plan Ahead for Income and Health Care
April 1, 2021
You may choose to retire early, take a buy-out package or have to retire sooner than expected due to...
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Education Funding Strategies

Education Funding Strategies
March 17, 2021
When planning for a loved one’s education, it might make sense to combine college saving with estate planning. In...
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Tips for Applying for Student Aid

Tips for Applying for Student Aid
March 17, 2021
The Free Application for Federal Student Aid (FAFSA) is used to determine the financial contribution a family can make...
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Utilizing P&G Preferred Shares in Retirement For Charitable Giving

Utilizing P&G Preferred Shares in Retirement For Charitable Giving
March 10, 2021
One issue many Procter & Gamble retirees run into is devising a strategy to continue gifting charitably after income...
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For Some, RMD Deadline Is Fast Approaching

For Some, RMD Deadline Is Fast Approaching
March 5, 2021
Q: Do I need to take a Required Minimum Distribution from my IRA this year? A: Yes, while...
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As Companies Relocate to Texas, What Are the Benefits for Their Employees?

As Companies Relocate to Texas, What Are the Benefits for Their Employees?
March 4, 2021
In December 2020, tech giant Oracle announced it would be moving its corporate headquarters to Austin, Texas. Prior to...
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Taxes & Home Ownership: What Interest Can You Deduct?

Taxes & Home Ownership: What Interest Can You Deduct?
February 26, 2021
As you think about your tax strategy, it’s important to be updated on what type of interest you can...
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Utilizing Stock Collars to Help Protect Against Risk of P&G Stock Price Dropping Rapidly

Utilizing Stock Collars to Help Protect Against Risk of P&G Stock Price Dropping Rapidly
February 15, 2021
Use this guide to help you understand stock collars, which is one way to protect against the risk of...
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DOL Offers New Guidance on Finding Former Plan Participants

DOL Offers New Guidance on Finding Former Plan Participants
February 9, 2021
Following up on our previous October article, “ Finding Former Plan Participants Who Leave 401(k) Funds Behind ” the...
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Students Get a Break on Loan Repayment

Students Get a Break on Loan Repayment
February 8, 2021
Among President Biden’s executive orders during his first hours in office: continuing to delay student loan payments and interest...
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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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