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Insights

Plan for Potentially Unexpected Retirement Costs

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...
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Women’s Stock is Rising: Why Aren’t Their Portfolios?

Women’s Stock is Rising: Why Aren’t Their Portfolios?
January 7, 2021
When it comes to investing, women are underrepresented and underserved. Because they live longer than men, earn less and...
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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...
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The Latest on Required Minimum Distribution Rules

The Latest on Required Minimum Distribution Rules
December 7, 2020
In 2019, the SECURE Act changed the required minimum distribution (RMD) age to 72. Then the CARES Act came...
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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...
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Create a Will and Trusts to Protect Your Assets and Loved Ones

Create a Will and Trusts to Protect Your Assets and Loved Ones
November 5, 2020
Beloved Black Panther actor Chadwick Boseman sadly died without a will. What does that mean for his wife? She...
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Tips For Teaching Your Grandkids To Be Financially Aware

Tips For Teaching Your Grandkids To Be Financially Aware
October 21, 2020
While many people are on a good path to retire comfortably, others wish they would have started saving earlier...
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Mariner’s Divorce Checklist

Mariner’s Divorce Checklist
October 20, 2020
When navigating one of life’s hardest transitions, the amount of tasks to accomplish and emotional decisions to make can...
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Solving the Medicare Puzzle: What Pieces Am I Missing?

Solving the Medicare Puzzle: What Pieces Am I Missing?
October 5, 2020
Of all the elements that contribute to a successful retirement, finding proper health care coverage and the best way...
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Don’t Put it Off—Review Your Estate Plan

Don’t Put it Off—Review Your Estate Plan
September 29, 2020
An estate plan review may rank right up there with doing your taxes, so you’ve likely been putting it...
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Taking Care of a Family Member With a Disability

Taking Care of a Family Member With a Disability
September 1, 2020
It can be overwhelming to figure out how to create a wealth plan that helps you achieve all of...
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With Tax Season Over Here Are a Few Things to Consider

With Tax Season Over Here Are a Few Things to Consider
August 19, 2020
For many families, “doing your taxes” is synonymous with a stressful scramble to assemble documents, coordinate with your accountant...
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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

#167

Grief to joy: A conversation with Jenny Danaher

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March 5, 2026
#166

2026 financial reset: what to prioritize now

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January 22, 2026
#165

From experience to impact: A leader’s journey

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December 11, 2025
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