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DOL Urges Caution Before Adding Cryptocurrency as a 401(k) Plan Option

DOL Urges Caution Before Adding Cryptocurrency as a 401(k) Plan Option

April 11, 2022
While cryptocurrency has captured the interest of investors, this digital currency presents significant risks of fraud, theft and loss,...
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Strategies for Generating Steady Income in Retirement

Strategies for Generating Steady Income in Retirement

April 1, 2022
In this Q&A, we’ll discuss the important decisions to consider as you shift from wealth accumulation to wealth distribution...
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Elimination of the Stretch IRA: Update for Owners and Beneficiaries

Elimination of the Stretch IRA: Update for Owners and Beneficiaries

March 3, 2022
Q: When was the Stretch IRA eliminated? A: As a result of the 2019 SECURE Act, the stretch...
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HSAs: A Tax Trifecta Investment Opportunity

HSAs: A Tax Trifecta Investment Opportunity

February 4, 2022
HSA as an Investment Tool When it comes to fiscally frugal health insurance options, health savings accounts (HSAs)...
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Retiring Early? Put These 5 Planning Strategies in Place

Retiring Early? Put These 5 Planning Strategies in Place

February 4, 2022
If you are among those who chose to retire as part of “The Great Resignation,” or you’re contemplating retiring...
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Required Minimum Distribution Changes: What’s New in 2022

Required Minimum Distribution Changes: What’s New in 2022

February 1, 2022
Figuring we’ll all live a little longer, the IRS updated the life expectancy table, as of Jan. 1, 2022....
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How to Support and Retain Employees During the Pandemic

How to Support and Retain Employees During the Pandemic

December 3, 2021
During the prolonged pandemic, workers quit their jobs in record numbers across the U.S. According to the Bureau of...
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RMD Waiver is Over: When Should You Take a Distribution?

RMD Waiver is Over: When Should You Take a Distribution?

November 2, 2021
CARES Act legislation waived required minimum distributions (RMDs) just for 2020. As we wrap up 2021, some individuals will...
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The New Meaning of Retirement

The New Meaning of Retirement

August 1, 2021
In the past, retirement was typically viewed as the stage of life when one stops working, sells a family...
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Early Retirement: How Will You Fund It?

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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Bill Proposal Suggests Employers Offer Retirement Plan Match While Students Pay Off Debt

Bill Proposal Suggests Employers Offer Retirement Plan Match While Students Pay Off Debt

July 2, 2021
The Senate introduced a bill in April 2021 to make it easier for people to pay on student loans...
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Retiring Early? Plan Ahead for Income and Health Care

Retiring Early? Plan Ahead for Income and Health Care

April 1, 2021
You may choose to retire early, take a buy-out package or have to retire sooner than expected due to...
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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

#137

How Parents Can Teach Teens About Investing

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April 18, 2024
#136

Why Working With a Wealth Advisor Is Important

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April 4, 2024
#135

Tax Implications of Roth IRAs and Roth 401(k)s

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March 14, 2024
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