Insights Archive

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Insights

Decoding Digital Assets: Are They Right for You?

October 5, 2021

If you’ve been wondering whether digital assets fit with your overall investment strategy but have questions, we’ll break down...

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How Can I Legally Make Financial Decisions for Loved Ones?

October 4, 2021

As parents and grandparents age, adult children may find that they need to step in to assist with financial...

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Discover the Tax Advantages of Health Savings Accounts

September 2, 2021

A tax-advantaged health savings account (HSA) allows you to pay for eligible medical expenses while working and after you...

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High Earners Aren’t Eligible for 2021 Child Tax Credit

August 4, 2021

If you’re wondering whether you’re eligible for the 2021 child tax credit, eligibility is as follows: taxpayers with adjusted...

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College Prep: 5 Documents Your Child Should Sign to Protect Their Privacy & Health

August 2, 2021

It happens every August—young adults go off to a college or university as freshmen, ready for a new adventure....

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The New Meaning of Retirement

August 1, 2021

In the past, retirement was typically viewed as the stage of life when one stops working, sells a family...

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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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Technology Vs. Human Output: Both Have Their Place at Our Firm

July 29, 2021

The headlines are everywhere… “AI Revolution in 2021: 5 Industries That Are Thriving With Artificial Intelligence.” 1...

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Collaborative Divorce

July 10, 2021

If you have found yourself in the difficult position of researching divorce in the last few years, you may...

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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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Estate Planning and Wealth Advice for Widows or Widowers

July 7, 2021

Nothing can prepare us for the loss of the one we love most. If you have lost your spouse,...

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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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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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Decoding Digital Assets: Are They Right for You?

How Can I Legally Make Financial Decisions for Loved Ones?

Discover the Tax Advantages of Health Savings Accounts

High Earners Aren’t Eligible for 2021 Child Tax Credit