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Insights

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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Plan Ahead Before Transferring Wealth to Heirs

Plan Ahead Before Transferring Wealth to Heirs
June 4, 2021
Baby boomers are expected to transfer an estimated $30 to $70 trillion 1 of wealth to children and grandchildren...
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Do You Have a Plan for Leaving Wealth to Beneficiaries?

Do You Have a Plan for Leaving Wealth to Beneficiaries?
June 3, 2021
Given the potential tax changes on the horizon and the current low interest rate environment, it’s a good time...
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FAFSA Deadline is June 30: Should You Fill One Out?

FAFSA Deadline is June 30: Should You Fill One Out?
June 2, 2021
With the Free Application for Federal Student Aid (FAFSA ® ) due at the end of the month, you...
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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

#166

2026 financial reset: what to prioritize now

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January 22, 2026
#165

From experience to impact: A leader’s journey

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December 11, 2025
#164

Growing forward—insights on leadership and life

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November 13, 2025
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