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Insights

2022 Crystal Ball Outlook

2022 Crystal Ball Outlook
January 31, 2022
Our own Jeff Krumpelman , chief investment strategist and head of equities, and Katrina Radenberg , chief investment officer...
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How Do Your 2022 Resolutions Lineup With Other Americans?

How Do Your 2022 Resolutions Lineup With Other Americans?
January 25, 2022
If you’re like 84% of Americans 1 dealing with the ongoing pandemic, you’ve learned to let go of what...
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Financial Benefits of Moving to Florida

Financial Benefits of Moving to Florida
January 14, 2022
Moving to the Sunshine State has more benefits than just swapping out cold winters for year-round warm weather and...
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How to Strategically Fund Long-term Care

How to Strategically Fund Long-term Care
January 7, 2022
Seven out of 10 people who turn age 65 will need long-term care during their retirement, and 20% will...
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Financial Benefits of Moving to Texas

Financial Benefits of Moving to Texas
December 14, 2021
Texas is becoming a popular state to move to, especially among younger populations, for many reasons. With multiple metropolitan...
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Potential Tax Changes Remain in Spending Bill Under Senate Review

Potential Tax Changes Remain in Spending Bill Under Senate Review
December 1, 2021
On Nov. 19, the House passed the Build Back Better bill, which includes more than $1.5 trillion in business,...
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Financial Benefits of Moving to Wyoming

Financial Benefits of Moving to Wyoming
November 14, 2021
You may not be sure what’s out in Wyoming besides land, but you’ll soon learn that living in Wyoming...
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Year-end Tax Planning Review

Year-end Tax Planning Review
November 3, 2021
Given that President Biden’s spending bill, including tax proposals, is still being negotiated in Congress, think about meeting with...
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RMD Waiver is Over: When Should You Take a Distribution?

RMD Waiver is Over: When Should You Take a Distribution?
November 2, 2021
CARES Act legislation waived required minimum distributions (RMDs) just for 2020. As we wrap up 2021, some individuals will...
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Community Involvement: Giving Back So We All Move Forward

Community Involvement: Giving Back So We All Move Forward
October 18, 2021
If you’ve always wanted to give back to the community where you live and work, but wonder how to...
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Legacy Planning: Discussing Wealth Transfer with the Next Generation

Legacy Planning: Discussing Wealth Transfer with the Next Generation
October 18, 2021
When it comes to multi-generational wealth planning and how prepared children and grandchildren are to receive an inheritance, there...
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Take a Deep Breath…Meditation and Mindfulness

Take a Deep Breath…Meditation and Mindfulness
October 18, 2021
When there are so many outside factors affecting our well-being, it can be very beneficial to take a moment...
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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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