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Insights

7 common estate planning mistakes to avoid
May 27, 2026
Simply stated, estate planning is the process of developing and implementing a “master plan” to facilitate the distribution of...
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Estate and gift tax quick facts
May 27, 2026
Estate and gift tax rules provide opportunities to transfer wealth efficiently, but they are complex and subject to change....
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Beyond 529s: Smart strategies for funding college
May 27, 2026
Read time: 6 minutes Saving for college isn’t one-size-fits-all. Your ideal approach depends on your specific financial situation—your...
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Wealth management for women: How to take charge of your financial future
May 20, 2026
If you’re like many women, the demands of career, family and personal responsibilities can make it difficult to focus...
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Concentrated wealth, concentrated risk: A decision guide for when one asset dominates
May 19, 2026
As their wealth grows, many families gradually become overly concentrated in a particular asset due to a large employer...
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Beyond benchmarking: Rethinking what “reasonable” retirement plan fees really mean
May 19, 2026
Read time: 5 minutes Fee benchmarking has become a standard part of retirement plan oversight. Annual reviews, peer...
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Trump accounts revisited
May 5, 2026
Read time: 5 minutes As part of the One Big Beautiful Bill Act (OBBBA) that was signed into...
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Concentration before an exit: What business owners should think about
May 5, 2026
Read time: 7 minutes If you’re a business owner nearing an exit, you’ve spent decades of your life...
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Beyond financial wellness: What moves retirement readiness
April 29, 2026
Read time: 5 minutes Financial wellness has become a standard feature of many employer-sponsored retirement plans. Offerings have...
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Beneficiaries, titling and real-life risk: The quiet details that can break good plans
April 17, 2026
Read time: 5 minutes It happens all too often: An individual takes the time to make difficult decisions,...
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Teaching kids to manage money: Age-by-age actions
April 17, 2026
One of the most valuable gifts you can give your children is the gift of financial security, which begins...
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Business continuity and wealth preservation: 9 tips to help you protect value during a transition 
April 2, 2026
Read time: 6 minutes One of the most challenging aspects of a business transition, such as a sale,...
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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

#171

You’re ready to save for college

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July 16, 2026
#170

Are you ready for your dream vacation?

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July 9, 2026
#169

Built to last: Mariner at 20

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May 14, 2026
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