CALL US: 800-384-1756
All Topics Wealth Planning Insurance Strategies Behavioral Finance Retirement Planning Trust & Estate Planning Commentary Tax
All
Values Based Investing

Investing Aligning with Investors’ Values Grows In Popularity

June 9, 2020
Most of us try to do our part for the environment. We recycle. Some of us buy hybrid cars....
Read
Establish A Donor-Advised Fund: Give to Charities While Enjoying Tax Advantages, Share

Establish A Donor-Advised Fund: Give to Charities While Enjoying Tax Advantages

March 4, 2020
You may be wondering how you can minimize your tax burden and do some good at the same time....
Read
Physicians have unique financial planning needs – Is your advisor prepared to meet them, Medical Professionals

Planning for Physicians

March 2, 2020
Physicians have unique financial planning needs – Is your advisor prepared to meet them? Medical professionals have taken...
Read
Executive Guide To Making the Right Compensation Decisions, Navigate

Executive Guide To Making the Right Compensation Decisions

February 27, 2020
As a busy executive with significant leadership and management responsibilities, you may be so focused on day-to-day business that...
Read
Wealth Planning Considerations for Dentists and Dental Professionals, Medical Professionals

Wealth Planning Considerations for Dentists and Dental Professionals

February 27, 2020
At every stage of their development, dentists and dental professionals might benefit from working with an advisor to create...
Read
IRAs Traditional or Roth, Grow

IRAs: Traditional or Roth?

February 18, 2020
The idea of tax-advantaged accounts for retirement savings has been around since 1974 when the Individual Retirement Account (IRA)...
Read
When to Consider a Roth IRA Conversion, Business Owner

When to Consider a Roth IRA Conversion

January 2, 2020
Sometimes life changes, such as launching a new business, can mean a temporary reduction in household income. During times...
Read
Required Minimum Distributions: Get to Know the Basic Rules, Navigate

Required Minimum Distributions: Get to Know the Basic Rules

January 1, 2020
What are required minimum distributions (RMDs)? When you turn 72, the IRS requires you to start making annual...
Read
Generating A Tax Efficient Retirement Paycheck, Navigate

Generating A Tax Efficient Retirement Paycheck

December 2, 2019
Imagine you have saved during your professional career in a 401(k)/403(b)/457(b), IRA, Roth IRA and/ or Taxable/Brokerage Account. Additionally,...
Read
Strategies For Handling Concentrated Stock Positions, Protect

Strategies For Handling Concentrated Stock Positions

November 29, 2019
Many affluent investors have amassed significant personal wealth through an inheritance, an equity compensation structure, a great run in...
Read
Three Strategies for Tax-Efficient Investing, Grow

Three Strategies for Tax-Efficient Investing

November 20, 2019
Developing and managing a comprehensive, adaptable investment strategy is challenging enough on its own. When you factor in the...
Read
10 Things To Know About Business Valuation, Business Owner

10 Things To Know About Business Valuation

October 28, 2019
Why are business valuations needed? The reason to obtain a business valuation typically falls under the following categories:...
Read

Your Life, Simplified

Let’s face it, life is hectic. Our podcast focuses on making your life easier...it’s about putting life in perspective and having a game plan.

LATEST EPISODES

#41

Difficult Conversations: Long-term Care for Loved Ones

August 4, 2020
Listen
#40

The Things Retirees Miss

July 7, 2020
Listen
#39

Rip Up Your Resume: How to Win the Job Search

June 8, 2020
Listen
All Podcast Episodes

Subscribe to Our Newsletter

Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles.
Contact Us