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Insights

FDIC & SIPC Insurance

FDIC & SIPC Insurance
May 4, 2023
With recent failures in the banking industry, many investors are worried about the safety of their accounts. Valerie Escobar...
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Teaching Teens About Finances

Teaching Teens About Finances
April 27, 2023
Starting early can make a significant impact on retirement savings, but how can you help teach your teen to...
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How to Find Internships in Wealth Planning

How to Find Internships in Wealth Planning
April 20, 2023
As college students, finding and accepting an internship can be a daunting task. Tracy Hutton, senior manager of recruiting,...
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Term vs. Permanent Insurance

Term vs. Permanent Insurance
April 13, 2023
When looking at insurance, you’re likely faced with two options—term or permanent insurance. Which one makes more sense for...
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Types of Life Insurance Explained

Types of Life Insurance Explained
April 6, 2023
With many insurance options available, it can be overwhelming and complicated to decide what is the right choice for...
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Summary of 2023 and Future Reduced Medicare Drug Costs

Summary of 2023 and Future Reduced Medicare Drug Costs
April 5, 2023
In 2022, President Biden signed legislation that included lowering Medicare prescription drug costs. Some provisions took effect at the...
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6 Tips for Tax-Free Gifting

6 Tips for Tax-Free Gifting
April 4, 2023
The annual gift tax exclusion is a win-win for taxpayers, allowing you to share your wealth during your lifetime...
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Cryptocurrency: Digital Assets and How They Fit in Your Portfolio

Cryptocurrency: Digital Assets and How They Fit in Your Portfolio
March 30, 2023
Blockchain technology has been gaining a lot of attention in recent years for its potential to transform industries such...
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ABCs of Medicare Part 2

ABCs of Medicare Part 2
March 23, 2023
Medicare is another cost to consider during retirement. How do you get the most value out of your Medicare...
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Strategies to Help Protect Your Wealth From Taxes

Strategies to Help Protect Your Wealth From Taxes
March 20, 2023
Here are answers to questions related to transferring your wealth to heirs to help minimize your tax burden. ...
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ABCs of Medicare Part 1

ABCs of Medicare Part 1
March 16, 2023
There can be a lot to unpack when considering the different Medicare coverage components and understanding what may be...
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5 Common Tax Questions

5 Common Tax Questions
March 15, 2023
Q: Does it make sense for me to itemize deductions on my taxes? A:  It depends. If your...
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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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