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Insights

Tips for Protecting Yourself and Your Business From Scams

October 5, 2023
Read time: 3 minutes With October being Cybersecurity Month, we want to answer questions about some of the...
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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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Are You Planning for Taxes Year-Round?

Are You Planning for Taxes Year-Round?

September 7, 2023
We recommend discussing proactive tax planning with your wealth advisor and tax professional throughout the year to help ensure...
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Relocating to a Tax-Friendly State

Relocating to a Tax-Friendly State

August 25, 2023
If you’re retiring and thinking about relocating or have a job that allows you to live anywhere, it may...
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How to Select a Philanthropic Organization to Support

How to Select a Philanthropic Organization to Support

August 1, 2023
Recent studies show that we are a very giving country. In 2019, the United States was estimated to have...
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Transfer Wealth Before Lifetime Exemption Expires in Two Years

Transfer Wealth Before Lifetime Exemption Expires in Two Years

August 1, 2023
When it comes to the tax-free transfer of wealth, we’re living in a golden era. Single individuals can move...
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Money Management Strategies for Your College Student or Recent Graduate

Money Management Strategies for Your College Student or Recent Graduate

August 1, 2023
Whether your adult child is a freshman at a university or you have a recent graduate, he or she...
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The Ins and Outs of Establishing a Domicile in the U.S. or Abroad

The Ins and Outs of Establishing a Domicile in the U.S. or Abroad

July 6, 2023
If you have a hometown residence but spend more than half your time at your vacation getaway in the...
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Traditional 401(k), Roth 401(k) or both?

Traditional 401(k), Roth 401(k) or both?

June 28, 2023
We’ll partner with you to create a financial strategy for today and beyond that’s flexible enough to change along...
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Socially Conscious Investing Continues to Grow in Popularity

Socially Conscious Investing Continues to Grow in Popularity

June 24, 2023
Most of us try to do our part for the environment. We recycle. Some of us buy hybrid cars....
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Life Insurance: A Powerful Tax and Estate Planning Tool

Life Insurance: A Powerful Tax and Estate Planning Tool

June 8, 2023
Life insurance is more than an income replacement strategy to protect your loved ones—it’s also an effective way 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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