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Insights

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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Aligning Your Investment Strategy with Your Values

Aligning Your Investment Strategy with Your Values

June 5, 2023
Investors Fueling Growth in SCI Known by an alphabet soup of acronyms—SCI, ESG, SRI, among others—socially conscious investing...
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Retiring Early? Discover Ways to Fund Health Care

Retiring Early? Discover Ways to Fund Health Care

May 5, 2023
If your goal is to retire early, you’ll need a plan for funding health care until Medicare kicks in....
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3 Steps for Creating a Retirement Cash Flow Plan

3 Steps for Creating a Retirement Cash Flow Plan

May 4, 2023
Having a clear idea of income sources and estimated expenses in retirement can help you stay on track to...
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Summary of 2023 and Future Reduced Medicare Drug Costs

Summary of 2023 and Future Reduced Medicare Drug Costs

April 5, 2023
In 2022, President Biden signed legislation that included lowering Medicare prescription drug costs. Some provisions took effect at the...
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6 Tips for Tax-Free Gifting

6 Tips for Tax-Free Gifting

April 4, 2023
The annual gift tax exclusion is a win-win for taxpayers, allowing you to share your wealth during your lifetime...
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Strategies to Help Protect Your Wealth From Taxes

Strategies to Help Protect Your Wealth From Taxes

March 20, 2023
Here are answers to questions related to transferring your wealth to heirs to help minimize your tax burden. ...
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5 Common Tax Questions

5 Common Tax Questions

March 15, 2023
Q: Does it make sense for me to itemize deductions on my taxes? A:  It depends. If your...
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Wealth Advice: What Are You Getting Out of It?

Wealth Advice: What Are You Getting Out of It?

March 10, 2023
Although only a little more than a third of Americans currently work with a financial advisor, those who do...
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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

#138

Cash Balance Plans Explained

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May 2, 2024
#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
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