Insights Archive

All Commentary Video Article Podcast Whitepaper

Insights

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...

Read >

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....

Read >

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...

Read >

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...

Read >

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...

Read >

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...

Read >

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...

Read >

For Some, RMD Deadline Is Fast Approaching

March 5, 2021

Q: Do I need to take a Required Minimum Distribution from my IRA this year? A: Yes, while...

Read >

DOL Offers New Guidance on Finding Former Plan Participants

February 9, 2021

Following up on our previous October article, “ Finding Former Plan Participants Who Leave 401(k) Funds Behind ” the...

Read >

IRA Conversions: What You Need To Know

January 30, 2021

Q: What exactly is an Individual Retirement Account (IRA) conversion and why would I want to take part in...

Read >

Studies Reveal Employees’ Financial Mindset During Pandemic

January 12, 2021

Understandably, in 2020, most of us were stressed over health and finances. Because of ongoing pandemic worries, last year,...

Read >

Plan for Potentially Unexpected Retirement Costs

January 8, 2021

Q: I want to retire in the next few years, what are some of the costs I should think...

Read >

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

Listen Now >

May 15, 2025

#158

Estate Planning for Blended Families

Listen Now >

May 1, 2025

#157

Teach Your Child to Be Financially Independent

Listen Now >

April 17, 2025

Meet Our Hosts

Sign Up For Our Newsletter

Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles.

Retiring Early? Put These 5 Planning Strategies in Place

Required Minimum Distribution Changes: What’s New in 2022

How to Support and Retain Employees During the Pandemic