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Insights

Make the Most of Your Retirement Plan Contributions

January 25, 2024
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
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How Grandparents Can Help Grandchildren With College

January 23, 2024
As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend...
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2024 Tax Facts At-A-Glance

2024 Tax Facts At-A-Glance

January 15, 2024
Tax Guide: Your Resource for Year-round Tax-Efficient Investing Year-round planning with...
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Long-Term Capital Gains Tax Strategies

January 13, 2024
When you meet with your advisor and tax professional to review your wealth plan, consider discussing whether to put...
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Strategies to Combat Inflation

January 5, 2024
The escalating cost of living over the past few years has impacted people from all walks of life, creating...
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Multigenerational Wealth Planning for the Sandwich Generation

Multigenerational Wealth Planning for the Sandwich Generation

January 5, 2024
Known as the sandwich generation, some adults in their 40s and 50s find themselves covering expenses like health care...
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Reality vs. Perception: People Retire Earlier Than Planned

January 3, 2024
Read time: 5 minutes Americans’ perception of the age at which they plan to retire often differs from...
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New Reporting Required for Certain Legal Entities: Does It Apply to You?

January 2, 2024
Read time: 3 minutes Effective Jan. 1, 2024, a new reporting requirement requires millions of entities to electronically...
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How to Shrink Your Long-term Capital Gains Taxes

December 14, 2023
Read time: 5 minutes When it comes to investing, what matters most isn’t what you earn—it’s what you...
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Charitable Giving Strategies

December 14, 2023
Read time: 4 minutes Just like that, we’re in the thick of the holiday season, also known as...
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10 Tax Items to Check Off Your List by Year-End

November 2, 2023
Read Time: 6 minutes As the year winds down, it’s a good time to meet with your wealth...
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How Tax-Loss Harvesting Can Offset Capital Gains

November 2, 2023
Read time: 4 minutes Investing is usually thought of as a win-or-lose affair: Either your investments make money,...
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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

#137

How Parents Can Teach Teens About Investing

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April 18, 2024
#136

Why Working With a Wealth Advisor Is Important

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April 4, 2024
#135

Tax Implications of Roth IRAs and Roth 401(k)s

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March 14, 2024
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