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Insights

Financial Benefits of Moving to Wyoming

Financial Benefits of Moving to Wyoming

November 14, 2021
You may not be sure what’s out in Wyoming besides land, but you’ll soon learn that living in Wyoming...
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Year-end Tax Planning Review

Year-end Tax Planning Review

November 3, 2021
Given that President Biden’s spending bill, including tax proposals, is still being negotiated in Congress, think about meeting with...
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Financial Benefits of Moving to Washington State

Financial Benefits of Moving to Washington State

October 14, 2021
The Pacific Northwest is a beautiful place to relocate to, especially if you’re someone who loves the outdoors. Living...
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Discover the Tax Advantages of Health Savings Accounts

Discover the Tax Advantages of Health Savings Accounts

September 2, 2021
A tax-advantaged health savings account (HSA) allows you to pay for eligible medical expenses while working and after you...
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High Earners Aren’t Eligible for 2021 Child Tax Credit

High Earners Aren’t Eligible for 2021 Child Tax Credit

August 4, 2021
If you’re wondering whether you’re eligible for the 2021 child tax credit, eligibility is as follows: taxpayers with adjusted...
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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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Education Funding Strategies

Education Funding Strategies

March 17, 2021
When planning for a loved one’s education, it might make sense to combine college saving with estate planning. In...
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Taxes & Home Ownership: What Interest Can You Deduct?

Taxes & Home Ownership: What Interest Can You Deduct?

February 26, 2021
As you think about your tax strategy, it’s important to be updated on what type of interest you can...
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IRS Expands Program to Protect Taxpayers’ Identity

IRS Expands Program to Protect Taxpayers’ Identity

February 8, 2021
Effective as of January 2021, the IRS is allowing you to voluntary opt-in to its Identity Protection PIN (“IP...
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Common Tax Errors

Common Tax Errors

March 4, 2020
When you meet with your wealth advisor, he or she can coordinate with your CPA or attorney to help...
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New Coronavirus Relief Package to Help Aid Americans and Businesses

New Coronavirus Relief Package to Help Aid Americans and Businesses

March 2, 2020
Congress recently passed the “Families First Coronavirus Response Act,” bill, and the president signed it into law March 18,...
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Financial Advice: It Shouldn’t Be the Same for Everyone

Financial Advice: It Shouldn’t Be the Same for Everyone

January 30, 2020
Have you ever received unsolicited financial advice? Your friend tells you Roth IRAs are a home run. Your neighbor...
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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

Financial Foresight: Why Learning Before You Decide Matters

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May 15, 2025
#158

Estate Planning for Blended Families

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May 1, 2025
#157

Teach Your Child to Be Financially Independent

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April 17, 2025
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