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Insights

Assisted Living: 7 Strategies for Helping Your Parent Manage the Transition

Assisted Living: 7 Strategies for Helping Your Parent Manage the Transition

May 4, 2022
Do You See Your Parents’ Health Declining? The signs are there, although you may have tried to deny...
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How to Strategically Fund Long-term Care

How to Strategically Fund Long-term Care

January 7, 2022
Seven out of 10 people who turn age 65 will need long-term care during their retirement, and 20% will...
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Estate Planning and Wealth Advice for Widows or Widowers

Estate Planning and Wealth Advice for Widows or Widowers

July 7, 2021
Nothing can prepare us for the loss of the one we love most. If you have lost your spouse,...
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Your Questions, Answered: Life Insurance

Your Questions, Answered: Life Insurance

April 22, 2021
On this week’s episode of Your Questions, Answered  Jason Craine  talks with  Brian Leitner  about helping clients with their...
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Your Family’s Most Difficult Conversation

Your Family’s Most Difficult Conversation

January 27, 2021
Despite the fact that entering into a caregiving relationship is life-altering for both the caregiver and the care recipient,...
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The Importance of a Life Insurance Review

The Importance of a Life Insurance Review

January 12, 2021
Getting married or divorced, having a child or taking on debt are all examples of times in our lives...
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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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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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Difficult Conversations: Long-term Care for Loved Ones

Difficult Conversations: Long-term Care for Loved Ones

August 4, 2020
Long-term care insurance is just for the elderly or chronically ill, right? While those are common recipients of care,...
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Understanding Your Long-term Care Options

Understanding Your Long-term Care Options

March 2, 2020
Q: What long-term care options are out there? A:  There are many long-term care options available for you...
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Long-Term Care (LTC) Insurance—Is It Right For You?

Long-Term Care (LTC) Insurance—Is It Right For You?

February 20, 2020
As we age, our health care needs may grow. And while most of us would prefer to remain in...
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Financial Advice: It Shouldn’t Be the Same for Everyone

Financial Advice: It Shouldn’t Be the Same for Everyone

January 30, 2020
Have you ever received unsolicited financial advice? Your friend tells you Roth IRAs are a home run. Your neighbor...
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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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