Insights Archive

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Insights

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...

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The Latest on Required Minimum Distribution Rules

December 7, 2020

In 2019, the SECURE Act changed the required minimum distribution (RMD) age to 72. Then the CARES Act came...

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Steps to Take to Track Part-Time Employees’ Hours for 401(k) Plan Participation

November 11, 2020

The SECURE Act, which became law in December 2019, seeks to increase employee participation in employer-sponsored retirement plans. Included...

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Finding Former Plan Participants Who Leave 401(k) Funds Behind

October 6, 2020

If you’ve tried to locate employees who have left your company and their 401(k) funds behind, they don’t respond...

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Required Minimum Distributions: New Age, New Deadline

March 5, 2020

The SECURE Act has changed the required minimum distribution (RMD) rules. Most of us now have until age 72...

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Getting The Most Out Of Your Retirement

February 3, 2020

The Internal Revenue Service and corporate America have provided workers significant opportunities to fund their families’ financial futures in...

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Considerations for Retirement Plan Withdrawals

February 1, 2020

At age 59½, individuals are able to begin taking withdrawals from qualified retirement plans without incurring a 10% federal...

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Financial Advice: It Shouldn’t Be the Same for Everyone

January 30, 2020

Have you ever received unsolicited financial advice? Your friend tells you Roth IRAs are a home run. Your neighbor...

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Retirement Planning with Heart and Head

January 23, 2020

Planning for retirement can be overwhelming. Often times, retirement planning is reduced to numbers. How much will I need?...

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Are You SECURE in Your Retirement Planning?

January 2, 2020

Signed into law December 2019, the Setting Every Community Up for Retirement Enhancement bill, or SECURE Act, includes sweeping...

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Common Social Security Myths

October 29, 2019

Social Security is a federal insurance program that provides benefits to retired people and those who are unemployed or...

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Roth Conversions: A Financial Planning Trifecta

October 25, 2019

Changes in income can happen often during your career. These fluctuations can be stressful but also present an opportunity...

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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

#160

The Real Value of a Wealth Advisor

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July 10, 2025

#159

Networking to Build Connections That Matter

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June 12, 2025

#158

Financial Foresight: Why Learning Before You Decide Matters

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May 15, 2025

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Plan for Potentially Unexpected Retirement Costs

The Latest on Required Minimum Distribution Rules

Steps to Take to Track Part-Time Employees’ Hours for 401(k) Plan Participation

Finding Former Plan Participants Who Leave 401(k) Funds Behind