Insights Archive

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Insights

How Can I Legally Make Financial Decisions for Loved Ones?

October 4, 2021

As parents and grandparents age, adult children may find that they need to step in to assist with financial...

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College Prep: 5 Documents Your Child Should Sign to Protect Their Privacy & Health

August 2, 2021

It happens every August—young adults go off to a college or university as freshmen, ready for a new adventure....

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Setting Up Trusts to Protect Wealth Transfer to Heirs

July 31, 2021

You’ve worked hard and want to leave a legacy to your heirs that will last for them after you’re...

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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...

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Consider Wealth Transfer Strategies in Advance of Proposed Tax Law Changes

July 2, 2021

You’ve worked hard to leave a legacy to charities and loved ones. With potential tax law changes ahead, now...

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Boomers Often Manage Family Finances

June 5, 2021

Baby boomers often have frequent financial worries, including how to manage their parents’ financial affairs while also gifting money...

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Plan Ahead Before Transferring Wealth to Heirs

June 4, 2021

Baby boomers are expected to transfer an estimated $30 to $70 trillion 1 of wealth to children and grandchildren...

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Do You Have a Plan for Leaving Wealth to Beneficiaries?

June 3, 2021

Given the potential tax changes on the horizon and the current low interest rate environment, it’s a good time...

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10 Interview Questions to Ask Your Potential Wealth Advisor

May 28, 2021

Have you considered the benefits of working with a wealth advisor to help you reach your financial goals? If...

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5 Tips for Managing Sudden Wealth

May 28, 2021

Have you experienced a sudden windfall? If so, you’ll likely deal with financial and emotional changes as you adjust...

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Should You Buy or Lease a Car?

May 4, 2021

Do you like to drive a new car every few years or do you prefer to hold onto a...

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Making Social Security Part of Your Wealth Plan

May 1, 2021

While Social Security provides a steady income source in retirement, it is a taxable benefit for many, so high...

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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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How Can I Legally Make Financial Decisions for Loved Ones?

College Prep: 5 Documents Your Child Should Sign to Protect Their Privacy & Health