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Insights

Blended Families and Financial Considerations

Blended Families and Financial Considerations
September 9, 2019
Getting remarried is an exciting and challenging time for couples, especially when there are children to consider. While you...
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How To Maximize Your Charitable Contributions

How To Maximize Your Charitable Contributions
September 4, 2019
Most investors are aware of the potential tax benefits of charitable giving. In fact, many of us often write...
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Opportunity Zones

Opportunity Zones
January 7, 2019
Qualified Opportunity Funds (QOF) are new investment vehicles that allow investors to potentially defer and reduce capital gains on...
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Establishing a Retirement Plan

Establishing a Retirement Plan
May 8, 2018
Establishing a Retirement Plan Benefits Committee The Employee Retirement Income Security Act (“ERISA”) is clear about the results...
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Seven Tips To Maximize Your Company’s Value

Seven Tips To Maximize Your Company’s Value
September 11, 2017
1. Focus on the Bottom Line, Not the Top Line Companies derive value, not from their top line...
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How to Maintain Documents, What to Save and What to Get Rid Of

How to Maintain Documents, What to Save and What to Get Rid Of
October 28, 2016
One of the more considerate things we can do for those we will inevitably leave behind is to make...
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Life Transitions: Helping Women Prepare for Retirement

Life Transitions: Helping Women Prepare for Retirement
May 24, 2016
It’s a well-known fact in the financial planning field that women frequently don’t save enough for retirement. The consequences...
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Executive Compensation: Be Tax-Smart With NQDC and Stock Options

Executive Compensation: Be Tax-Smart With NQDC and Stock Options
September 10, 2015
Executives are often rewarded for their business acumen with nonqualified deferred compensation (NQDC) and stock options. To keep taxes...
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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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