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Insights

Managing the Hidden Risk to Your Retirement Savings
April 4, 2024
Read time: 6 minutes Retirement savings are usually built slowly and patiently. But retiring at the wrong time...
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Roth IRAs for Kids?
April 3, 2024
Read time: 4 minutes At first, the idea of setting up a retirement account for a child might...
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10 Tips for Teaching Your Children About Wealth Management
April 1, 2024
Read time: 6 minutes Are you confident that your children will be able to responsibly manage the wealth...
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What Are the Implications of a Loan Versus a Financial Gift to a Family Member
April 1, 2024
Q: What is the difference between a gift and an intrafamily loan? A: The IRS defines an intrafamily...
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How to Get the Maximum Social Security Benefit
April 1, 2024
Read time: 4 minutes If you’re a high earner and meet certain qualifications, you could receive the highest...
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Have You Planned How You’ll Spend Your Time Once Retired?
March 7, 2024
Read time: 4 minutes Retirement planning usually focuses on saving enough, Social Security and Medicare, but there’s a...
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You Can Now Roll Unused 529 Plan Funds Into a Roth IRA
March 4, 2024
Read time: 5 minutes Investing in a 529 plan can be a great way to fund a child’s...
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Original Medicare Supplement Insurance: What to Know About Medigap Plans
February 2, 2024
Read time: 3 minutes While Medicare provides essential health insurance for Americans ages 65 and older, it doesn’t...
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Age in Place? Move to a Retirement Community? Planning Tips for Retirement Housing
February 1, 2024
Read time: 6 minutes America is graying: Within 10 years, those ages 65 and older are projected to...
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Strategies to Combat Inflation
January 5, 2024
The escalating cost of living over the past few years has impacted people from all walks of life, creating...
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Multigenerational Wealth Planning for the Sandwich Generation

Multigenerational Wealth Planning for the Sandwich Generation
January 5, 2024
Known as the sandwich generation, some adults in their 40s and 50s find themselves covering expenses like health care...
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Reality vs. Perception: People Retire Earlier Than Planned
January 3, 2024
Read time: 5 minutes Americans’ perception of the age at which they plan to retire often differs from...
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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

#169

Built to last: Mariner at 20

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May 14, 2026
#168

You’re ready for Mariner

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April 23, 2026
#167

Grief to joy: A conversation with Jenny Danaher

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March 5, 2026
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