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Insights

Estate Planning in a New Era: How the One Big Beautiful Bill Act Impacts You
October 3, 2025
Read time: minutes When it comes to protecting your wealth and sharing it with the people and causes...
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Estate and Gift Tax Quick Facts
September 5, 2025
Estate and gift tax rules provide opportunities to transfer wealth efficiently, but they are complex and subject to change....
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Alternative Investments in 401(k)s: What You Need to Know About the New Rules
September 5, 2025
Read time: 6 minutes Those saving for retirement may soon begin to see investment choices inside their workplace...
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GRATs: Understanding a Popular Estate Planning Strategy
September 3, 2025
For wealthy families, asset growth can be expensive: Every dollar of appreciation above the estate-tax exemption limit ($13,990,000 for...
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Beyond 529s: Smart Strategies for Funding College
September 2, 2025
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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IDGTs: A Versatile Estate Planning Tool
September 1, 2025
Read time: 4 minutes Irrevocable trusts are great tools for estate planning. They can help grantors reduce the...
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7 Common Estate Planning Mistakes to Avoid
August 25, 2025
Simply stated, estate planning is the process of developing and implementing a “master plan” to facilitate the distribution of...
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The Cost of Care: Planning for One of Retirement’s Biggest Blind Spots
August 5, 2025
Read time: 6 minutes Long-term care (LTC) is one of retirement’s most significant financial challenges—and arguably its most...
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What the New Trump Accounts Mean for Your Family
August 4, 2025
Read time: 5 minutes As part of President Trump’s “One Big Beautiful Bill,” signed into law on July...
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Stress Testing Your Retirement Plan: Are You Ready for the ‘What Ifs?’
July 2, 2025
Read time: 4 minutes Retirement planning is about more than just saving enough money—it’s also about preparing for...
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6 Smart Money Moves to Make Before Year-End
July 1, 2025
Read time: 5 minutes As we move into the second half of the year and calendars start to...
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Five Estate Planning Considerations for Blended Families 
June 6, 2025
Read time: 4 minutes Blended families are very common: About a fifth of married couples head such households....
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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

#167

Grief to joy: A conversation with Jenny Danaher

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March 5, 2026
#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
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