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Insights

Retirement planning in dual-career households: Stay aligned through every season of life
January 20, 2026
Read time: 6 minutes Retirement planning is important, but it’s easy for it to slip behind the urgency...
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Managing taxes in retirement: 5 tips designed to help reduce your exposure
January 2, 2026
The end of your working years doesn’t mean the end of your taxes. In fact, your retirement tax liabilities...
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Make it a tradition: Start the year with a family financial meeting
January 2, 2026
Did you know that only about half of U.S. adults can correctly answer basic questions about everyday money decisions...
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Trust and estate services: How the right structure can help preserve more for your heirs
December 19, 2025
For many of us, building wealth is one of life’s major goals. It can mean financial security, the freedom...
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Pre-sale exit planning: Strategies to align your objectives leading up to a business sale
December 19, 2025
As a business owner, a lot depends on you. The demands of running a successful company—combined with your commitment...
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A strategic reset: Four year-end moves to position your wealth for 2026
December 8, 2025
Read time: 3 minutes Most year-end financial headlines point to the same actions—rebalance portfolios, maximize deductions, update beneficiaries....
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What new catch-up rules mean for your retirement savings
December 7, 2025
Read time: 5 minutes When it comes to retirement savings, even small rule changes can open meaningful opportunities...
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Navigating the AI narrative: Staying grounded in the data
November 17, 2025
Read time: 11 minutes Artificial Intelligence (AI) may indeed contain elements of circular financing, but it’s also driving...
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Retirement flexibility: Planning while your career is still growing
November 7, 2025
Read time: 6 minutes When you’re early in your career, planning for retirement can feel like aiming at...
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How Medicare fits into a broader retirement strategy
November 5, 2025
Read time: 5 minutes Health care decisions play a major role in financial planning, especially in retirement. For...
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From Military to Civilian Life: Turning Transition into a Wealth-Building Opportunity
November 5, 2025
Read time: 4 minutes Transitioning from military to civilian life brings new choices—and new financial responsibilities. The steps...
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Think ETFs are Just for the Masses? Think Again 
October 4, 2025
Read time: 4 minutes For years, exchange-traded funds (ETFs) were seen as simple, low-cost building blocks—efficient for broad...
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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.

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#180

You’re ready to protect what you’ve built

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September 17, 2026
#179

You’re ready for your second act

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September 10, 2026
#178

You’re ready for tax help

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September 3, 2026
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