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Insights

The Dec. 31 Deadline for RMDs: What You Need to Know
September 27, 2024
With the end of the year approaching, it’s time to make sure you’ve taken, or have a plan to...
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Charitable Giving Strategies: Preserving Wealth While Making a Difference
September 2, 2024
Members of high-net-worth households frequently have complex planning goals. Making an impact through philanthropy is often a high priority....
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Financial Strategies for Life-Changing Events
August 30, 2024
Life can throw us curveballs when we least expect it. You may have experienced a divorce, loss of a...
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Make the Most of Your Retirement Plan Contributions
August 26, 2024
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
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Rent vs. buy: top considerations in today’s market
August 8, 2024
Read Time: 5 minutes Homeownership is often thought of as a symbol of financial stability and accomplishment. However,...
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Should You Roll Over an IRA to an HSA?
July 5, 2024
Read time: 5 minutes For many people, health savings accounts (HSAs) provide an affordable way to pay for...
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How an ILIT Can Help Protect Your Family’s Wealth
July 5, 2024
Read time: 4 minutes Life insurance is a powerful tool for estate planning: It provides a means to...
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Three Strategies for Tax-Efficient Investing
May 30, 2024
Read time: 6 minutes Developing and managing a comprehensive, adaptable investment strategy is challenging enough on its own....
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Roth IRAs for Kids?
April 3, 2024
Read time: 4 minutes At first, the idea of setting up a retirement account for a child might...
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10 Tips for Teaching Your Children About Wealth Management
April 1, 2024
Read time: 6 minutes Are you confident that your children will be able to responsibly manage the wealth...
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How to Get the Maximum Social Security Benefit
April 1, 2024
Read time: 4 minutes If you’re a high earner and meet certain qualifications, you could receive the highest...
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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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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

#180

You’re ready to protect what you’ve built

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September 17, 2026
#179

You’re ready for your second act

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September 10, 2026
#178

You’re ready for tax help

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September 3, 2026
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