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Insights

Early Retirement: Should You Consider a Roth Conversion?

January 1, 2025
Read time: 10 minutes You may know that there are several good reasons to consider converting your traditional...
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5 Tips for Planning a Purpose-Based Retirement

5 Tips for Planning a Purpose-Based Retirement

December 4, 2024
People often spend more time planning a vacation or researching a car purchase than they do on how they’ll...
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Consider a “Bucketing” Retirement Strategy

December 3, 2024
Read time: 5 minutes If you’ve saved enough for a secure retirement, congratulations! But accumulating sufficient assets is...
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A Year-end Wealth Review Checklist

December 2, 2024
Read time: 7 minutes The final month of the year is synonymous with holidays, get-togethers and general busyness....
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How Grandparents Can Help Grandchildren With College

December 1, 2024
As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend...
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Strategies to Help Manage Risk

Strategies to Help Manage Risk

November 27, 2024
When it comes to reaching your goals— retiring early, buying a second home, paying for your child’s college, travel—one...
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Year-end Planning: 5 Strategies to Maximize Savings While Reducing Your Taxable Income

November 18, 2024
As the year wraps up, you’ve most likely met with your wealth advisor about tax- advantaged moves to make...
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The New Meaning of Retirement

November 18, 2024
In the past, retirement was typically viewed as the stage of life when one stops working, sells a family...
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2025 Retirement Plan Limits

November 1, 2024
Each year, the Internal Revenue Service outlines contribution limits for retirement savings plans and pension plans. These limits apply...
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Medicare Open Enrollment: What You Need to Know 

November 1, 2024
Medicare’s open enrollment period is underway, allowing recipients to make changes for 2025. If you want to switch from...
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Charitable Giving: Specialized Trusts Tailored to Your ​​Goals 

November 1, 2024
Trusts are powerful tools for estate planning, including charitable giving. They can deliver tax benefits, allow their creators control...
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Cybersecurity: 10 Tips To Protect Yourself And Your Personal Data

October 1, 2024
Technology continues to advance, especially with the growing use of Artificial Intelligence (AI). While it provides additional ways for...
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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

#159

Financial Foresight: Why Learning Before You Decide Matters

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May 15, 2025
#158

Estate Planning for Blended Families

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May 1, 2025
#157

Teach Your Child to Be Financially Independent

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April 17, 2025
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