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Insights

Valuation Advisory Services

April 29, 2025
A business valuation will provide you with a deeper understanding of your company’s strengths, weaknesses, risks and growth opportunities....
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Estate and Gift Tax Quick Facts

April 28, 2025
Take advantage of the current lifetime gift and estate planning tax exemption before it sunsets at the end of...
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Teach Your Child to Be Financially Independent

Teach Your Child to Be Financially Independent

April 17, 2025
Most parents’ goal for their children is to be financially independent once they leave the nest. So, how do...
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Respect Rising Risk and Volatility, but Hold Your Ground

April 7, 2025
Read time: 14 minutes Stock price behavior felt a little crazy in March, sort of like the madness...
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Recession Not on Immediate Horizon

April 7, 2025
Read time: 7 minutes Dr. Bob Dieli, who now owns and manages his own economic advisory firm, and...
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Optimize Retirement Assets Through Tax-Efficient Withdrawals

April 4, 2025
Read time: 8 minutes How long will your retirement savings last? The answer may depend on the order...
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Raising Financially Savvy Children

Raising Financially Savvy Children

April 3, 2025
Want to raise children who are not just financially literate but are financially savvy? Whitney Reagan , senior wealth...
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Creating a Family Mission Statement

April 2, 2025
Read time: 4 minutes Family wealth is like a comfortable vehicle with plenty of range: It can take...
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Navigating and Controlling the Sale of Your Business

Navigating and Controlling the Sale of Your Business

March 20, 2025
In this episode of Your Life Simplified, Daniel Sharkey , senior wealth advisor, and Tom Tilley , managing director,...
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Buy-Sell Agreements: Understanding the Basics

March 6, 2025
Read time: 5 minutes What makes for a successful business partnership? Clear communication, shared goals and mutual respect...
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Stay Active and Healthy in Retirement

March 6, 2025
Read time: 3 minutes For new retirees, having a wide-open calendar can feel like unbounded freedom. But while...
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Economic Outlook: Update: Three Yards and a Cloud of Dust

March 6, 2025
Read time: 9 minutes I delivered my core 2025 economic outlook late in 2024, suggesting that we would...
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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

#159

Networking to Build Connections That Matter 

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June 12, 2025
#158

Financial Foresight: Why Learning Before You Decide Matters

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May 15, 2025
#157

Estate Planning for Blended Families

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May 1, 2025
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