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Insights

Wealth Advice: What Are You Getting Out of It?

Wealth Advice: What Are You Getting Out of It?
March 10, 2023
Although only a little more than a third of Americans currently work with a financial advisor, those who do...
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Bond Market: Should You Invest in Bonds?

Bond Market: Should You Invest in Bonds?
March 9, 2023
Considering rising interest rates and inflation, should you invest in bonds? While bonds are a common investment, they can...
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Jeff Krumpelman Guest Appearance on Bloomberg Radio: Drive to Close

Jeff Krumpelman Guest Appearance on Bloomberg Radio: Drive to Close
March 7, 2023
Our own  Jeff Krumpelman  joined Carol Massar and Jess Menton on  Bloomberg Radio  to discuss the markets. Listen now...
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5 Factors to Consider When Determining Your Retirement Account Withdrawal Rate

5 Factors to Consider When Determining Your Retirement Account Withdrawal Rate
March 2, 2023
As you plan for retirement or if you’re already retired, how much you’ll withdraw from retirement accounts for reliable...
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Which Charitable Strategies Can Help Cut My Tax Bill?

Which Charitable Strategies Can Help Cut My Tax Bill?
March 1, 2023
With the lifetime estate and gift tax exemption, currently $12.92 million for individuals, 1 scheduled to sunset in two...
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Health Care Costs in Retirement

Health Care Costs in Retirement
March 1, 2023
Health care is one of the largest expenses in retirement, with costs continuing to increase. In 2022, estimated costs...
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Planning for Long-Term Care with Your Parents

Planning for Long-Term Care with Your Parents
February 28, 2023
50% of adults will need long-term care at some point in their life, and this can have major impacts...
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How to Discuss Prenups with Your Partner

How to Discuss Prenups with Your Partner
February 23, 2023
Before saying, “I do,” it can be helpful to discuss finances with your fiancé and have a prenuptial agreement...
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What to Consider Before Signing a Prenup

What to Consider Before Signing a Prenup
February 16, 2023
Oftentimes, getting a prenuptial agreement may feel unromantic, timely and expensive. But not having a prenup can end up...
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Inherited IRA Strategies

Inherited IRA Strategies
February 9, 2023
With the passage of the SECURE Act & SECURE 2.0 Act, Stretch IRAs are no longer an option. So,...
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Many Age 65+ Still Working for a More Secure Financial Future

Many Age 65+ Still Working for a More Secure Financial Future
February 2, 2023
With several forces converging at once—the bite of inflation, market swings and higher interest rates—nearly 60% of high earners...
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SECURE 2.0 Act: Retirement Saving Changes

SECURE 2.0 Act: Retirement Saving Changes
February 2, 2023
In 2022, Congress passed SECURE 2.0 Act, and this new legislation has significant changes to the ways you save...
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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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