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The Essential Estate Planning Documents

The Essential Estate Planning Documents

July 26, 2021
Estate planning is the process of organizing one’s personal and financial affairs to ensure that your wishes for your...
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Three Strategies for Tax-Efficient Investing

Three Strategies for Tax-Efficient Investing

July 20, 2021
Developing and managing a comprehensive, adaptable investment strategy is challenging enough on its own. When you factor in the...
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Collaborative Divorce

Collaborative Divorce

July 10, 2021
If you have found yourself in the difficult position of researching divorce in the last few years, you may...
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Early Retirement: How Will You Fund It?

Early Retirement: How Will You Fund It?

July 8, 2021
Some people want to retire early. Or circumstances, such as health or job layoff, may drive the decision. No...
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Estate Planning and Wealth Advice for Widows or Widowers

Estate Planning and Wealth Advice for Widows or Widowers

July 7, 2021
Nothing can prepare us for the loss of the one we love most. If you have lost your spouse,...
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Taxing Decisions…Relocating to Another State

Taxing Decisions…Relocating to Another State

July 6, 2021
Nine states have no income tax, which can be a benefit, especially for retirees who won’t pay state income...
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Consider Wealth Transfer Strategies in Advance of Proposed Tax Law Changes

Consider Wealth Transfer Strategies in Advance of Proposed Tax Law Changes

July 2, 2021
You’ve worked hard to leave a legacy to charities and loved ones. With potential tax law changes ahead, now...
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Biden Tax Plan Proposes Elimination of 1031 Exchanges for High-Net-Worth Individuals

Biden Tax Plan Proposes Elimination of 1031 Exchanges for High-Net-Worth Individuals

July 1, 2021
President Biden is proposing an elimination of 1031 exchanges for individuals making more than $400,000 a year. Those who...
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Should You Pay Off Your Mortgage Early or Refinance?

Should You Pay Off Your Mortgage Early or Refinance?

June 30, 2021
Should I refinance or pay off mortgage? This is a question that many will ask at some point. If...
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Year-End Is the Perfect Time to Consider Gifting

Year-End Is the Perfect Time to Consider Gifting

June 21, 2021
As you approach year-end, consider various gifting strategies to help minimize your tax burden. From gifting to family members...
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Women’s Wealth: Beyond Finances

Women’s Wealth: Beyond Finances

June 15, 2021
In the realm of managing finances, there are some key issues that are unique to women. Whether that be...
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Boomers Often Manage Family Finances

Boomers Often Manage Family Finances

June 5, 2021
Baby boomers often have frequent financial worries, including how to manage their parents’ financial affairs while also gifting 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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