CALL US: 800-384-1756
All Wealth Planning Services Insurance Strategies Behavioral Finance Retirement Planning Trust & Estate Planning Commentary Tax
All
Wealth Advice: What Are You Getting Out of It?

Wealth Advice: What Are You Getting Out of It?

January 10, 2022
Nearly four in 10 (38%) of Americans currently work with a financial advisor, representing a significant jump from __...
Read
Five Strategies to Help Protect Your Wealth From Taxes

Five Strategies to Help Protect Your Wealth From Taxes

December 2, 2021
While some of the tax proposals that would have significantly impacted high-net-worth individuals have been eliminated from the Build...
Read
RMD Waiver is Over: When Should You Take a Distribution?

RMD Waiver is Over: When Should You Take a Distribution?

November 2, 2021
CARES Act legislation waived required minimum distributions (RMDs) just for 2020. As we wrap up 2021, some individuals will...
Read
Decoding Digital Assets: Are They Right for You?

Decoding Digital Assets: Are They Right for You?

October 5, 2021
If you’ve been wondering whether digital assets fit with your overall investment strategy but have questions, we’ll break down...
Read
How Can I Legally Make Financial Decisions for Loved Ones

How Can I Legally Make Financial Decisions for Loved Ones?

October 4, 2021
As parents and grandparents age, adult children may find that they need to step in to assist with financial...
Read
Your Life Simplified - 5 Tips for Building Wealth - A Guide for the Next Generation

5 Tips for Building Wealth: A Guide for the Next Generation

September 28, 2021
If your child or grandchild is just getting started on their financial journey, from building credit to saving for...
Listen
10 Tips for Teaching Your Children About Wealth Management

10 Tips for Teaching Your Children About Wealth Management

September 1, 2021
Are you confident that your children will be able to responsibly manage the wealth they inherit from you? They’ll...
Read

Tales from the Crypto…Understanding Digital Assets

August 18, 2021
Blockchain, cryptocurrency, Digital Ledger Technology. These terms are becoming commonplace in the news cycle, on social media and even...
Listen
Nice Start to the Second Half…Issues to Resolve, But We Remain Positive

Nice Start to the Second Half…Issues to Resolve, But We Remain Positive

August 4, 2021
“There’s something happening here…but what it is ain’t exactly clear.” -Lyrics from the countercultural classic song, “For What...
Read
College Prep: 5 Documents Your Child Should Sign to Protect Their Privacy & Health

College Prep: 5 Documents Your Child Should Sign to Protect Their Privacy & Health

August 2, 2021
It happens every August—young adults go off to a college or university as freshmen, ready for a new adventure....
Read
Setting Up Trusts to Protect Wealth Transfer to Heirs

Setting Up Trusts to Protect Wealth Transfer to Heirs

July 31, 2021
You’ve worked hard and want to leave a legacy to your heirs that will last for them after you’re...
Read
Crystal Ball 2021 Mid-Year new

2021 Mid-Year Crystal Ball Outlook

July 28, 2021
The markets have been anything but boring, bouncing back from the pandemic peak but giving us things to keep...
Watch

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

#66

Take a Deep Breath…Meditation and Mindfulness

December 21, 2021
Listen
#65

Community Involvement: Giving Back So We All Move Forward

November 30, 2021
Listen
#64

Here in My Car: What’s Driving the Auto Industry?

November 5, 2021
Listen
All Podcast Episodes

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