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Cryptocurrency: Digital Assets and How They Fit in Your Portfolio

Cryptocurrency: Digital Assets and How They Fit in Your Portfolio
March 30, 2023
Blockchain technology has been gaining a lot of attention in recent years for its potential to transform industries such...
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ABCs of Medicare Part 2

ABCs of Medicare Part 2
March 23, 2023
Medicare is another cost to consider during retirement. How do you get the most value out of your Medicare...
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Strategies to Help Protect Your Wealth From Taxes

Strategies to Help Protect Your Wealth From Taxes
March 20, 2023
Here are answers to questions related to transferring your wealth to heirs to help minimize your tax burden. ...
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ABCs of Medicare Part 1

ABCs of Medicare Part 1
March 16, 2023
There can be a lot to unpack when considering the different Medicare coverage components and understanding what may be...
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5 Common Tax Questions

5 Common Tax Questions
March 15, 2023
Q: Does it make sense for me to itemize deductions on my taxes? A:  It depends. If your...
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Wealth Advice: What Are You Getting Out of It?

Wealth Advice: What Are You Getting Out of It?
March 10, 2023
Although only a little more than a third of Americans currently work with a financial advisor, those who do...
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Bond Market: Should You Invest in Bonds?

Bond Market: Should You Invest in Bonds?
March 9, 2023
Considering rising interest rates and inflation, should you invest in bonds? While bonds are a common investment, they can...
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5 Factors to Consider When Determining Your Retirement Account Withdrawal Rate

5 Factors to Consider When Determining Your Retirement Account Withdrawal Rate
March 2, 2023
As you plan for retirement or if you’re already retired, how much you’ll withdraw from retirement accounts for reliable...
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Which Charitable Strategies Can Help Cut My Tax Bill?

Which Charitable Strategies Can Help Cut My Tax Bill?
March 1, 2023
With the lifetime estate and gift tax exemption, currently $12.92 million for individuals, 1 scheduled to sunset in two...
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Planning for Long-Term Care with Your Parents

Planning for Long-Term Care with Your Parents
February 28, 2023
50% of adults will need long-term care at some point in their life, and this can have major impacts...
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How to Discuss Prenups with Your Partner

How to Discuss Prenups with Your Partner
February 23, 2023
Before saying, “I do,” it can be helpful to discuss finances with your fiancé and have a prenuptial agreement...
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What to Consider Before Signing a Prenup

What to Consider Before Signing a Prenup
February 16, 2023
Oftentimes, getting a prenuptial agreement may feel unromantic, timely and expensive. But not having a prenup can end up...
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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

#180

You’re ready to protect what you’ve built

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September 17, 2026
#179

You’re ready for your second act

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September 10, 2026
#178

You’re ready for tax help

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September 3, 2026
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