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The Essential Estate Planning Documents, Trust

The Essential Estate Planning Documents

July 26, 2021
Estate planning is the process of organizing one’s personal and financial affairs to ensure that your wishes for your...
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Three Strategies for Tax-Efficient Investing, Grow

Three Strategies for Tax-Efficient Investing

July 20, 2021
Developing and managing a comprehensive, adaptable investment strategy is challenging enough on its own. When you factor in the...
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Long-Term Care Insurance Rider or Stand-Alone Policy

Long-Term Care Insurance: Rider or Stand-Alone Policy?

July 15, 2021
It’s not easy to think about becoming so ill you can no longer take care of yourself, but as...
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Traditional Bank Trust Company vs. Directed Trustee Services

Traditional Bank Trust Company vs. Directed Trustee Services

July 15, 2021
Selecting a corporate trustee to oversee the administration and management of a trust is a challenging and unique decision...
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Collaborative Divorce

Collaborative Divorce

July 10, 2021
If you have found yourself in the difficult position of researching divorce in the last few years, you may...
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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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Economic Update: Demographics, Inflation and Productivity

Economic Update: Demographics, Inflation and Productivity

July 5, 2021
Both the global and U.S. economies continue to recover from the COVID-19 shutdown of 2020. While the recovery of...
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Time for Our Mid-Year Crystal Ball Update

Fantastic First Half…What’s Next? Time for Our Mid-Year Crystal Ball Update

July 5, 2021
“ I used to think that if there was reincarnation, I wanted to come back as the president or...
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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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Your Life, Simplified

Let’s face it, life is hectic. Our podcast focuses on making your life easier...it’s about putting life in perspective and having a game plan.

LATEST EPISODES

#63

Legacy Planning: Discussing Wealth Transfer with the Next Generation

October 19, 2021
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#62

5 Tips for Building Wealth: A Guide for the Next Generation

September 28, 2021
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#61

Unleash Greatness: Understanding and Utilizing Leadership Coaching

September 7, 2021
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