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New Coronavirus Relief Package to Help Aid Americans and Businesses

New Coronavirus Relief Package to Help Aid Americans and Businesses

March 2, 2020
Congress recently passed the “Families First Coronavirus Response Act,” bill, and the president signed it into law March 18,...
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Health vs Wealth: Why Not Both?

Health vs Wealth: Why Not Both?

January 15, 2020
The quest for good health is an ingrained pursuit in our society, and every year billions of dollars are...
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Tips for Improving Your Credit Score

Tips for Improving Your Credit Score

December 3, 2019
Are you thinking about buying a second home and want a favorable interest rate on your mortgage and homeowners’...
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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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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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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: Why is it important for people to have a letter of instruction? A:  A letter of instruction...
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A Starting Place: Planning for Dementia & Alzheimer’s

A Starting Place: Planning for Dementia & Alzheimer’s

June 5, 2019
It usually starts slowly — a family member can’t find the car keys or reads an article about a...
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Top Financial Concerns Of Professional Women

Top Financial Concerns Of Professional Women

May 20, 2019
Women are frequently pulled in many different directions. Oftentimes, juggling the responsibilities of a career, family and household leaves...
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Life Transitions: The Importance Of Working With An Advisor Who Understands

Life Transitions: The Importance Of Working With An Advisor Who Understands

April 30, 2019
When evaluating potential financial advisors, it is imperative to choose one who is technically qualified to care for your...
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Sending Your Child To College? Make Sure They Sign These Two Documents First

Sending Your Child To College? Make Sure They Sign These Two Documents First

April 25, 2019
With the fall semester rapidly approaching, many parents are frantically trying to help their soon-to-be college student buy dorm...
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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.

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#129

Alternative Minimum Tax Explained

November 30, 2023
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#128

Incentive Stock Options Explained

November 16, 2023
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#127

6 End-of-Year Tax & Financial Planning Strategies

November 2, 2023
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