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...

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...
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...

IRA Conversions: What You Need To Know

January 30, 2021
Q: What exactly is an Individual Retirement Account (IRA) conversion and why would I want to take part in...
Your Life Simplified - Working From Home

There’s No Place Like Home…for Work

January 20, 2021
Even before the pandemic, working from home has become a norm in our society. Whether you do your job...
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...

Plan for Potentially Unexpected Retirement Costs

January 8, 2021
Q: I want to retire in the next few years, what are some of the costs I should think...
Proactively Protect Your Family: Consider Life and Disability Insurance

Proactively Protect Your Family: Consider Life and Disability Insurance

January 4, 2021
When you have a family, you work hard to provide what they need to live comfortably. And while your...

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...
Your Life Simplified - Over-Sharenting_How to Protect Childrens Online Privacy

Over-Sharenting? How to Protect Children’s Online Privacy

December 8, 2020
We live in a digital age where constantly sharing photos with friends and family over social media is the...
How to Report Fraudulent Unemployment Claims

How to Report Fraudulent Unemployment Claims

November 5, 2020
With unemployment on the rise due to the pandemic, so are fraudulent claims for benefits. According to the Federal...
Your Questions, Answered: Fixed Income Portfolio

Your Questions, Answered: Fixed Income Portfolios

August 6, 2020
On this week’s episode of Your Questions, Answered Tony Roberts and Brian Leitner discuss fixed income portfolios, and answer...

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