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Insights

Should You Pay Off Your Mortgage Early?

Should You Pay Off Your Mortgage Early?

October 4, 2019
If you have enough savings, or can afford to sell an investment, paying off your mortgage early or making...
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Navigating the Challenges of Taxes and Divorce

Navigating the Challenges of Taxes and Divorce

September 20, 2019
Most of us don’t look forward to getting our taxes done, but if you recently filed for divorce or...
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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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Protect Yourself: Cyber Fraud Alert

Protect Yourself: Cyber Fraud Alert

September 3, 2019
As technology continues to advance and provide additional ways for consumers to manage their finances, cyber criminals create more...
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Five Frequently Asked Life Insurance Questions

Five Frequently Asked Life Insurance Questions

August 16, 2019
Because September is Life Insurance Awareness Month, we are utilizing our August Q&A to answer frequently asked insurance questions....
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A Letter of Instruction – Providing Peace and Comfort to Your Loved Ones

A Letter of Instruction – Providing Peace and Comfort to Your Loved Ones

July 28, 2019
Q: How does a letter of instruction help my family? A:  Besides providing your family with the peace...
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Develop a Social Security Strategy

Develop a Social Security Strategy

July 26, 2019
Whether retirement is a few years or a decade away, you may wonder when to start receiving Social Security...
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Plan Ahead for Medicare

Plan Ahead for Medicare

July 10, 2019
As we look ahead to retirement, we realize that we have to sign up for Medicare, but we may...
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How Do I Insure Fine Arts, Antiques And Collectibles?

How Do I Insure Fine Arts, Antiques And Collectibles?

July 8, 2019
I am beginning to accumulate artwork, antiques and collectibles. Are these items covered by my homeowners insurance policy should...
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Starting A Business: Is it Ready For The Sharks?

Starting A Business: Is it Ready For The Sharks?

June 11, 2019
On ABC’s hit show “Shark Tank,” individuals in the early stages of creating and growing their business solicit investments...
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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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