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Insights

Choose Insurance Policies That Offer You the Protection You Need

Choose Insurance Policies That Offer You the Protection You Need
September 6, 2019
When is the last time you reviewed your property and casualty policies, including homeowners insurance? Because it likely represents...
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College Savings Strategies for High-Income Households

College Savings Strategies for High-Income Households
September 6, 2019
It’s no secret that college is costly, so it’s never too soon for parents to put a savings strategy...
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Burned out on FIRE? Focus on Finding Significance

Burned out on FIRE? Focus on Finding Significance
September 5, 2019
A recent trend once popular only within tight-knit circles of financial bloggers, the FIRE (Financial Independence, Retire Early) movement...
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How To Maximize Your Charitable Contributions

How To Maximize Your Charitable Contributions
September 4, 2019
Most investors are aware of the potential tax benefits of charitable giving. In fact, many of us often write...
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Women & Finances: Should Their Approach Be Different Than Men? (32:00)

Women & Finances: Should Their Approach Be Different Than Men? (32:00)
August 27, 2019
Women often take a backseat when it comes to long-term financial planning. They’re busy juggling family, career and professional...
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Splitting Equitably: The Financial Considerations of Divorce (24:15)

Splitting Equitably: The Financial Considerations of Divorce (24:15)
August 6, 2019
Divorce can be a very difficult time, and with emotions running high, it can be beneficial to have someone...
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Hype vs. Reality: 10 Financial Planning Tips to Help Cut Through the Clutter

Hype vs. Reality: 10 Financial Planning Tips to Help Cut Through the Clutter
June 4, 2019
During periods of stock market highs, the temptation to plunge into potentially risky investments can be strong. We’ve all...
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College Planning: Going Beyond the Dollar Signs (31:52)

College Planning: Going Beyond the Dollar Signs (31:52)
May 14, 2019
It’s no secret higher education tuition costs are rapidly rising. So when it comes to college planning your mind...
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Hitting the Jackpot! Managing Financial Windfalls (23:47)

Hitting the Jackpot! Managing Financial Windfalls (23:47)
February 19, 2019
Financial windfalls come in a variety of forms, from winning the lottery to receiving an inheritance or even selling...
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Bond Ladders

Bond Ladders
February 12, 2019
In a bond ladder, the bonds’ maturity dates are evenly spaced across several months or several years so that...
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Resolution Revolutions: Planning Your Goals for the Year (40:37)

Resolution Revolutions: Planning Your Goals for the Year (40:37)
January 29, 2019
We know that it is sometimes difficult to stick to those New Year’s resolutions, whether they be related to...
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Opportunity Zones

Opportunity Zones
January 7, 2019
Qualified Opportunity Funds (QOF) are new investment vehicles that allow investors to potentially defer and reduce capital gains on...
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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

#169

Built to last: Mariner at 20

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May 14, 2026
#168

You’re ready for Mariner

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April 23, 2026
#167

Grief to joy: A conversation with Jenny Danaher

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March 5, 2026
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