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Insights

Estate and Gift Tax Quick Facts
September 5, 2025
Estate and gift tax rules provide opportunities to transfer wealth efficiently, but they are complex and subject to change....
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Alternative Investments in 401(k)s: What You Need to Know About the New Rules
September 5, 2025
Read time: 6 minutes Those saving for retirement may soon begin to see investment choices inside their workplace...
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GRATs: Understanding a Popular Estate Planning Strategy
September 3, 2025
For wealthy families, asset growth can be expensive: Every dollar of appreciation above the estate-tax exemption limit ($13,990,000 for...
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Beyond 529s: Smart Strategies for Funding College
September 2, 2025
Read time: 6 minutes Saving for college isn’t one-size-fits-all. Your ideal approach depends on your specific financial situation—your...
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IDGTs: A Versatile Estate Planning Tool
September 1, 2025
Read time: 4 minutes Irrevocable trusts are great tools for estate planning. They can help grantors reduce the...
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7 Common Estate Planning Mistakes to Avoid
August 25, 2025
Simply stated, estate planning is the process of developing and implementing a “master plan” to facilitate the distribution of...
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Leading with Purpose

Leading with Purpose
August 14, 2025
What does it mean to liberate greatness—and how can reflection, coaching and self-awareness help you get there? Whitney Reagan...
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Federal Reserve Sovereignty – An Important Issue
August 5, 2025
Read time: 8 minutes On July 16, capital markets went through a period of whipsaw trading as speculation...
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The Cost of Care: Planning for One of Retirement’s Biggest Blind Spots
August 5, 2025
Read time: 6 minutes Long-term care (LTC) is one of retirement’s most significant financial challenges—and arguably its most...
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What the New Trump Accounts Mean for Your Family
August 4, 2025
Read time: 5 minutes As part of President Trump’s “One Big Beautiful Bill,” signed into law on July...
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The Real Value of a Wealth Advisor

The Real Value of a Wealth Advisor
July 10, 2025
Investment and tax strategies matter, but true wealth management goes beyond the spreadsheet. Cohosts Daniel Sharkey , senior wealth...
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Economic and Capital Market View: Initial Take on Tariff Rates and the Big Beautiful Bill (BBB)
July 8, 2025
William Greiner, CFA Chief Economist Read time: 7 minutes...
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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

#166

2026 financial reset: what to prioritize now

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January 22, 2026
#165

From experience to impact: A leader’s journey

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December 11, 2025
#164

Growing forward—insights on leadership and life

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November 13, 2025
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