Cybersecurity: 10 Tips To Protect Yourself And Your Personal Data

October 18, 2021
As major companies continue to experience system compromises that result in the theft of personal data, it is more...

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 “In...

5 Tips for Dealing With Sudden Wealth

May 28, 2021
Have you experienced a sudden windfall? If so, you’ll likely deal with financial and emotional changes as you adjust...
Tax Strategies for Funding Higher Education

Tax Strategies for Funding Higher Education

May 4, 2021
Parents typically use 529 accounts to cover the costs of paying for their children’s college. The advantages are that...
Tax Advantages To Combining College Funding with Estate Planning

Education Funding Strategies

March 17, 2021
When planning for a loved one’s education, it might make sense to combine college saving with estate planning. In...
When Is The Right Time To Work With An Advisor, Business Owner

When is the Right Time to Work With an Advisor?

February 17, 2021
Very few people graduate school and immediately search for a wealth advisor. Instead, we understandably focus on our careers...
Women Often Put Others First, Why Not Their Retirement Too?

Women Often Put Others First, Why Not Their Retirement Too?

February 2, 2021
Women juggle a lot of roles, from career professional to caregiver, but there’s one crucial thing most don’t do...

Relief For Students

January 21, 2021
If you have a college student who has had his or her semester of in-class learning turned into a...

Women’s Stock is Rising: Why Aren’t Their Portfolios?

January 7, 2021
When it comes to investing, women are underrepresented and underserved. Because they live longer than men, earn less and...

How to Select a Philanthropic Organization to Support

January 3, 2021
Recent studies show that we are a very giving country. In 2019, the United States was estimated to have...

Moody Money: A Look Into Financial Anxiety (25:24)

May 19, 2020
Many of us have experienced some level of stress when it comes to money, but some individuals experience symptoms...
Tune In
How Are Your Finances Affected by the CARES Act?

How Are Your Finances Affected by the CARES Act?

May 1, 2020
Q: The CARES Act contains so much information. Can you explain the pieces of the legislation that are of...

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike, Valerie and Katie share need-to-know insights about finances and wealth.


Meet Our New Hosts

Check Out Our Live Webinars

We cover the economy, markets, taxes and more. Hear our views on timely topics.

Get Details

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