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Insights

Setting Up Trusts to Protect Wealth Transfer to Heirs

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?

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

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

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

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?

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

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

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?

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

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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Tips for Applying for Student Aid

Tips for Applying for Student Aid

March 17, 2021
The Free Application for Federal Student Aid (FAFSA) is used to determine the financial contribution a family can make...
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Taxes & Home Ownership: What Interest Can You Deduct?

Taxes & Home Ownership: What Interest Can You Deduct?

February 26, 2021
As you think about your tax strategy, it’s important to be updated on what type of interest you can...
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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

#157

Teach Your Child to Be Financially Independent

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April 17, 2025
#156

Raising Financially Savvy Children

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April 3, 2025
#155

Navigating and Controlling the Sale of Your Business

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March 20, 2025
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