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Insights

Financial Benefits of Moving to South Dakota

Financial Benefits of Moving to South Dakota

March 14, 2022
Living in South Dakota means enjoying a scenic environment in a welcoming community. This is a unique state to...
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Elimination of the Stretch IRA: Update for Owners and Beneficiaries

Elimination of the Stretch IRA: Update for Owners and Beneficiaries

March 3, 2022
Q: When was the Stretch IRA eliminated? A: As a result of the 2019 SECURE Act, the stretch...
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Financial Benefits of Moving to Nevada

Financial Benefits of Moving to Nevada

February 14, 2022
It’s not just Las Vegas that the state of Nevada is known for, although the idea of living in...
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Retiring Early? Put These 5 Planning Strategies in Place

Retiring Early? Put These 5 Planning Strategies in Place

February 4, 2022
If you are among those who chose to retire as part of “The Great Resignation,” or you’re contemplating retiring...
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Required Minimum Distribution Changes: What’s New in 2022

Required Minimum Distribution Changes: What’s New in 2022

February 1, 2022
Figuring we’ll all live a little longer, the IRS updated the life expectancy table, as of Jan. 1, 2022....
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How Do Your 2022 Resolutions Lineup With Other Americans?

How Do Your 2022 Resolutions Lineup With Other Americans?

January 25, 2022
If you’re like 84% of Americans 1 dealing with the ongoing pandemic, you’ve learned to let go of what...
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Financial Benefits of Moving to Florida

Financial Benefits of Moving to Florida

January 14, 2022
Moving to the Sunshine State has more benefits than just swapping out cold winters for year-round warm weather and...
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How to Strategically Fund Long-term Care

How to Strategically Fund Long-term Care

January 7, 2022
Seven out of 10 people who turn age 65 will need long-term care during their retirement, and 20% will...
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Financial Benefits of Moving to Texas

Financial Benefits of Moving to Texas

December 14, 2021
Texas is becoming a popular state to move to, especially among younger populations, for many reasons. With multiple metropolitan...
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Potential Tax Changes Remain in Spending Bill Under Senate Review

Potential Tax Changes Remain in Spending Bill Under Senate Review

December 1, 2021
On Nov. 19, the House passed the Build Back Better bill, which includes more than $1.5 trillion in business,...
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Financial Benefits of Moving to Wyoming

Financial Benefits of Moving to Wyoming

November 14, 2021
You may not be sure what’s out in Wyoming besides land, but you’ll soon learn that living in Wyoming...
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Year-end Tax Planning Review

Year-end Tax Planning Review

November 3, 2021
Given that President Biden’s spending bill, including tax proposals, is still being negotiated in Congress, think about meeting with...
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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

#138

Cash Balance Plans Explained

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May 2, 2024
#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
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