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Insights

Providing Financial Security for Loved Ones with Special Needs

Providing Financial Security for Loved Ones with Special Needs

June 22, 2023
When we discuss estate planning, it’s a way to communicate our values and decide how we want our legacy...
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ABCs of Medicare Part 1

ABCs of Medicare Part 1

March 16, 2023
There can be a lot to unpack when considering the different Medicare coverage components and understanding what may be...
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Disability Insurance Offers Partial Income Replacement

Disability Insurance Offers Partial Income Replacement

February 1, 2023
If you become ill or injured and are unable to work, would you and your loved ones have the...
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Inflation Reduction Act: Could It Lower Your Medicare Drug Costs?

Inflation Reduction Act: Could It Lower Your Medicare Drug Costs?

September 5, 2022
The Inflation Reduction Act recently signed into law by President Biden includes many provisions designed to cut the cost...
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Your Questions, Answered: Providing for Children with Disabilities

Your Questions, Answered: Providing for Children with Disabilities

December 30, 2020
On this week’s episode of Your Questions, Answered  Cory Allen  and  Brian Leitner  offer advice for parents of children...
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Taking Care of a Family Member With a Disability

Taking Care of a Family Member With a Disability

September 1, 2020
It can be overwhelming to figure out how to create a wealth plan that helps you achieve all of...
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Life Is Uncertain – Consider Disability Insurance

Life Is Uncertain – Consider Disability Insurance

March 13, 2019
You never know when an injury or illness might affect your income-earning ability. To financially protect your family, and...
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Ready, Planning & ABLE: Special Accounts for Individuals With Disabilities

Ready, Planning & ABLE: Special Accounts for Individuals With Disabilities

November 6, 2018
One of the newer additions to the financial planning toolbox in recent years, ABLE accounts (The Stephen Beck Jr....
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Why Having A Plan For Those With Special Needs Is Important (30:41)

Why Having A Plan For Those With Special Needs Is Important (30:41)

November 6, 2018
One in eight people are related to someone with special needs, according to  Pew Research Center . There is...
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Disability Insurance: Why Checking the Box May Not be Enough

Disability Insurance: Why Checking the Box May Not be Enough

July 5, 2017
We’ve all been there. It’s your employer’s annual benefit election period, and you’re checking the boxes as appropriate –...
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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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