Call Us: 800-384-1756
All Wealth Planning Services Insurance Strategies Behavioral Finance Retirement Planning Trust & Estate Planning Commentary Tax
All Commentary Video Article Podcast Whitepaper

Insights

Five Reasons to Use a Corporate Fiduciary
September 8, 2024
Many important decisions regarding the transfer of your wealth are made when working with an estate planning attorney. However,...
Read >
The Value of a Family Meeting

The Value of a Family Meeting
September 5, 2024
Family meetings may sound daunting and challenging but they don’t have to be. Hosts Whitney Reagan , wealth advisor,...
Tune In >

Charitable Giving Strategies: Preserving Wealth While Making a Difference
September 2, 2024
Members of high-net-worth households frequently have complex planning goals. Making an impact through philanthropy is often a high priority....
Read >

Choosing a Guardian and Trustee
August 30, 2024
When planning for your family’s future, two critical decisions include choosing a guardian for your children should something happen...
Read >

Financial Strategies for Life-Changing Events
August 30, 2024
Life can throw us curveballs when we least expect it. You may have experienced a divorce, loss of a...
Read >

Make the Most of Your Retirement Plan Contributions
August 26, 2024
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
Read >
Never Pay Full Price for College

Never Pay Full Price for College
August 8, 2024
College is expensive, so you should never pay full price. Hosts Michael MacKelvie , wealth advisor, and Daniel Sharkey...
Tune In >

IRAs: Traditional or Roth?
August 1, 2024
There are more retirement account options today than ever, including traditional IRAs and Roth IRAs. Compare the features, benefits...
Read >

The Importance of Estate Planning for Business Owners
July 31, 2024
Read time: 5 minutes Estate planning is crucial for individuals: It can help ensure their assets are distributed...
Read >
Building Wealth as a Young Professional

Building Wealth as a Young Professional
July 11, 2024
Young Professionals: Now that you’re past the basics of financial planning, what should you be thinking about as you...
Tune In >

Should You Roll Over an IRA to an HSA?
July 5, 2024
Read time: 5 minutes For many people, health savings accounts (HSAs) provide an affordable way to pay for...
Read >

How an ILIT Can Help Protect Your Family’s Wealth
July 5, 2024
Read time: 4 minutes Life insurance is a powerful tool for estate planning: It provides a means to...
Read >

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

#167

Grief to joy: A conversation with Jenny Danaher

 Listen Now >
March 5, 2026
#166

2026 financial reset: what to prioritize now

 Listen Now >
January 22, 2026
#165

From experience to impact: A leader’s journey

 Listen Now >
December 11, 2025
Meet Our Hosts

Check Out Our Live Webinars

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

Get Details

Sign Up For Our Newsletter

Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles.

Contact Us