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Opportunity Zones

Opportunity Zones

January 7, 2019
Qualified Opportunity Funds (QOF) are new investment vehicles that allow investors to potentially defer and reduce capital gains on...
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Mariner Mail: Checking Our Inbox (20:34)

Mariner Mail: Checking Our Inbox (20:34)

December 18, 2018
Throughout the life of our podcast, we have been asking you to send us questions you’d like us to...
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The Tax Cuts & Jobs Act (TCJA) of 2017 (30:49)

The Tax Cuts & Jobs Act (TCJA) of 2017 (30:49)

May 2, 2018
At the end of 2017, President Trump approved the 2017 Tax Cuts & Jobs Act (TCJA). The new law...
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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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