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Insights

Have You Planned How You’ll Spend Your Time Once Retired?
March 7, 2024
Read time: 4 minutes Retirement planning usually focuses on saving enough, Social Security and Medicare, but there’s a...
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Age in Place? Move to a Retirement Community? Planning Tips for Retirement Housing
February 1, 2024
Read time: 6 minutes America is graying: Within 10 years, those ages 65 and older are projected to...
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Reality vs. Perception: People Retire Earlier Than Planned
January 3, 2024
Read time: 5 minutes Americans’ perception of the age at which they plan to retire often differs from...
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High Earner? Consider a Backdoor Roth or Mega-Backdoor Roth
October 5, 2023
Read time: 5 minutes The IRS places income limits on who can contribute to a Roth IRA. As...
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The Latest on Required Minimum Distribution (RMD) Rules

The Latest on Required Minimum Distribution (RMD) Rules
September 7, 2023
As of 2023, the age for starting RMDs is 73. It increases to age 75 by 2033. In addition,...
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Retiring Early? Discover Ways to Fund Health Care

Retiring Early? Discover Ways to Fund Health Care
May 5, 2023
If your goal is to retire early, you’ll need a plan for funding health care until Medicare kicks in....
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5 Factors to Consider When Determining Your Retirement Account Withdrawal Rate

5 Factors to Consider When Determining Your Retirement Account Withdrawal Rate
March 2, 2023
As you plan for retirement or if you’re already retired, how much you’ll withdraw from retirement accounts for reliable...
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Many Age 65+ Still Working for a More Secure Financial Future

Many Age 65+ Still Working for a More Secure Financial Future
February 2, 2023
With several forces converging at once—the bite of inflation, market swings and higher interest rates—nearly 60% of high earners...
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How the Timing of Withdrawals Can Make or Break Your Portfolio

How the Timing of Withdrawals Can Make or Break Your Portfolio
January 4, 2023
The saying “timing is everything” rings especially true when you are ready to retire and plan to start withdrawing...
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Congress Passes Secure 2.0 Act Bringing Big Changes to Saving for Retirement

Congress Passes Secure 2.0 Act Bringing Big Changes to Saving for Retirement
January 2, 2023
At the end of 2022, Congress passed SECURE 2.0 Act legislation as part of a larger spending bill. SECURE...
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Discover Tax-Efficient Withdrawal Strategies During Retirement

Discover Tax-Efficient Withdrawal Strategies During Retirement
November 1, 2022
When you’re ready to take distributions from various accounts in retirement, it matters which accounts you withdraw from first...
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Strategies for Helping Employees Weather Market Volatility

Strategies for Helping Employees Weather Market Volatility
July 7, 2022
With ongoing market volatility negatively impacting your employees’ 401(k) balances, educating them on maintaining a long-term investing perspective is...
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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

#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
#164

Growing forward—insights on leadership and life

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November 13, 2025
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