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Insights

Giving thanks through giving back: 5 charitable strategies that make a difference
May 27, 2026
As gratitude takes center stage this season, many families are finding new ways to turn thankfulness into lasting impact....
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7 common estate planning mistakes to avoid
May 27, 2026
Simply stated, estate planning is the process of developing and implementing a “master plan” to facilitate the distribution of...
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Estate and gift tax quick facts
May 27, 2026
Estate and gift tax rules provide opportunities to transfer wealth efficiently, but they are complex and subject to change....
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Beyond 529s: Smart strategies for funding college
May 27, 2026
Read time: 6 minutes Saving for college isn’t one-size-fits-all. Your ideal approach depends on your specific financial situation—your...
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Wealth management for women: How to take charge of your financial future
May 20, 2026
If you’re like many women, the demands of career, family and personal responsibilities can make it difficult to focus...
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Concentrated wealth, concentrated risk: A decision guide for when one asset dominates
May 19, 2026
As their wealth grows, many families gradually become overly concentrated in a particular asset due to a large employer...
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Beyond benchmarking: Rethinking what “reasonable” retirement plan fees really mean
May 19, 2026
Read time: 5 minutes Fee benchmarking has become a standard part of retirement plan oversight. Annual reviews, peer...
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Built to last: Mariner at 20

Built to last: Mariner at 20
May 14, 2026
In this special episode, host Whitney Reagan interviews Marty Bicknell , founder, CEO and president of Mariner, to celebrate...
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Earnings drive the rally as risks linger
May 7, 2026
Read time: 12 minutes The S&P 500 rebounded sharply in April, rising 10.5% and bringing year-to-date returns to...
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Europe becoming Iran War victim 
May 5, 2026
Read time: 8 minutes Most of my work focuses on the United States economy for obvious reasons: the majority of our...
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Concentration before an exit: What business owners should think about
May 5, 2026
Read time: 7 minutes If you’re a business owner nearing an exit, you’ve spent decades of your life...
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Beyond financial wellness: What moves retirement readiness
April 29, 2026
Read time: 5 minutes Financial wellness has become a standard feature of many employer-sponsored retirement plans. Offerings have...
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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

#174

You’re ready to start investing

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August 6, 2026
#173

You’re ready to have the “money talk”

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July 30, 2026
#172

You’re ready to buy your first home

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July 23, 2026
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