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Insights

Long-Term Capital Gains Tax Strategies

May 31, 2024
Read time: 5 minutes When you meet with your advisor and tax professional to review your wealth plan,...
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Three Strategies for Tax-Efficient Investing

May 30, 2024
Read time: 6 minutes Developing and managing a comprehensive, adaptable investment strategy is challenging enough on its own....
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Year-Round Tax Planning

Year-Round Tax Planning

May 16, 2024
Tax season may be over, but that doesn’t mean we’re done with tax planning. Jennifer Kohlbacher , director of...
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Private Credit Markets – A Growing Force

May 6, 2024
Read time: 9 minutes In the 1980s Michael Milken and Drexel Burnham effectively created a new debt market:...
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An April Air Pocket – No Fun, But Normal and Perhaps Even Healthy

May 6, 2024
Read time: 11 minutes “ Some things are believed because they are demonstrably true. But many other things...
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Executive Compensation: How to Get the Best Package for You

May 2, 2024
Read time: 5 minutes Are you being paid what you’re worth? If you’re a top executive, it might...
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Should You Take Social Security Early and Invest Your Checks?

May 2, 2024
Read time: 5 minutes What’s the best way to maximize your Social Security benefit? While the answer may...
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Estate Planning in a Digital World

May 2, 2024
Read time: 3 minutes When you meet with an estate planning attorney, you may be focused on creating...
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Cash Balance Plans Explained

Cash Balance Plans Explained

May 2, 2024
Cash balance plans are often misunderstood but can be a win-win for tax savings and retirement planning. On this...
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How Parents Can Teach Teens About Investing

How Parents Can Teach Teens About Investing

April 18, 2024
Want to teach your child about investing? It can be difficult to know where to start and even how...
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Managing Health Care Costs in Retirement

Managing Health Care Costs in Retirement

April 12, 2024
Read time: 10 minutes It’s no secret that as people age, it becomes increasingly difficult to stay healthy....
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Discover the HSA Triple Tax Savings Advantage

Discover the HSA Triple Tax Savings Advantage

April 6, 2024
Read time: 4 minutes Health care costs can take a bite out of your retirement savings, with costs...
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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

#141

Building Wealth as a Young Professional

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July 11, 2024
#140

In 2024, Should You Rent or Buy Your Home?

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June 13, 2024
#139

Year-Round Tax Planning

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May 16, 2024
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