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Insights

IRS Expands Program to Protect Taxpayers’ Identity

IRS Expands Program to Protect Taxpayers’ Identity
February 8, 2021
Effective as of January 2021, the IRS is allowing you to voluntary opt-in to its Identity Protection PIN (“IP...
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Women Often Put Others First, Why Not Their Retirement Too?

Women Often Put Others First, Why Not Their Retirement Too?
February 2, 2021
Women juggle a lot of roles, from career professional to caregiver, but there’s one crucial thing most don’t do...
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IRA Conversions: What You Need To Know

IRA Conversions: What You Need To Know
January 30, 2021
Q: What exactly is an Individual Retirement Account (IRA) conversion and why would I want to take part in...
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Discover the Benefits of Establishing a 401(k) over a SEP or Simple IRA

Discover the Benefits of Establishing a 401(k) over a SEP or Simple IRA
January 29, 2021
A 401(k) plan not only offers higher contribution limits but provides more options to your business for managing costs...
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Potential Impacts of Biden’s Proposed Tax Policy on High-Net-Worth Individuals

Potential Impacts of Biden’s Proposed Tax Policy on High-Net-Worth Individuals
January 22, 2021
With Joe Biden now president, many wonder how his proposed tax policy might impact high-net-worth individuals. Here’s an overview...
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Relief For Students

Relief For Students
January 21, 2021
If you have a college student who has had his or her semester of in-class learning turned into a...
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Jeff Krumpelman Guest Appearance on Bloomberg Radio

Jeff Krumpelman Guest Appearance on Bloomberg Radio
January 15, 2021
The following recording is from  Bloomberg Radio  in which our own  Jeff Krumpelman  was a guest discussing the disconnect...
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Maximize Retirement Savings With Catch-Up Contributions

Maximize Retirement Savings With Catch-Up Contributions
January 13, 2021
As you are planning for your retirement, it’s important to save early and often. If you wish to maximize...
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Studies Reveal Employees’ Financial Mindset During Pandemic

Studies Reveal Employees’ Financial Mindset During Pandemic
January 12, 2021
Understandably, in 2020, most of us were stressed over health and finances. Because of ongoing pandemic worries, last year,...
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Deadlines for RMDs and Qualified Charitable Distributions

Deadlines for RMDs and Qualified Charitable Distributions
January 11, 2021
Q: I turn 72 in 2021, when do I need to start taking money out of my IRA? ...
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Plan for Potentially Unexpected Retirement Costs

Plan for Potentially Unexpected Retirement Costs
January 8, 2021
Q: I want to retire in the next few years, what are some of the costs I should think...
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Women’s Stock is Rising: Why Aren’t Their Portfolios?

Women’s Stock is Rising: Why Aren’t Their Portfolios?
January 7, 2021
When it comes to investing, women are underrepresented and underserved. Because they live longer than men, earn less and...
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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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