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IRAs Traditional or Roth, Grow

IRAs: Traditional or Roth?

February 6, 2021
The traditional IRA and Roth IRA have pros and cons, and, depending on your personal circumstances, one may be...
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Should You Rollover an Ira To an HSA

February 5, 2021
For many people, health savings accounts (HSAs) provide an affordable way to pay for medical expenses. When paired with...
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Tax Strategies for Funding Higher Education

February 4, 2021
Parents typically use 529 accounts to cover the costs of paying for their children’s college. The advantages are that...
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Answers to 401(k) Questions

Answers to 401(k) Questions

January 27, 2021
Here are a few answers to less common questions about 401(k) retirement accounts. Q: What can I do...
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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...
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Catch-Up Contributions: Saving As Much As You Can For Retirement

Maximize Retirement Savings With Catch-Up Contributions

January 13, 2021
As you are planning for your retirement, it’s important to save early and often. If you wish to maximize...
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Deadlines for RMDs and Qualified Charitable Distributions

Deadlines for RMDs and Qualified Charitable Distributions

January 11, 2021
Q: I turn 72 in 2021, when do I need to start taking money out of my IRA? ...
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Investing for Impact

January 7, 2021
You and your family have unique financial goals. Often, those goals are based on individual and family values. You...
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Socially Conscious Investing Continues to Grow in Popularity

Socially Conscious Investing Continues to Grow in Popularity

January 5, 2021
Most of us try to do our part for the environment. We recycle. Some of us buy hybrid cars....
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Make the Most of Your Retirement Plan Contributions

January 2, 2021
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
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Your Questions, Answered: Restricted Stock Units

Your Questions, Answered: Restricted Stock Units

September 17, 2020
On this week’s episode of Your Questions, Answered Graham Butler and  Brian Leitner  discuss equity compensation, and answer the...
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Your Questions, Answered: Finances with Your Spouse

Your Questions, Answered: Finances with Your Spouse

September 3, 2020
On this week’s episode of Your Questions, Answered Suzanne Wheeler and  Brian Leitner  discuss finances within your household, and...
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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.

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#52

Social Security 101: Contributions to Distributions

March 1, 2021
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#51

Let Your Conscience Be Your Investing Guide

February 9, 2021
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#50

There’s No Place Like Home…for Work

January 20, 2021
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