Call Us: 800-384-1756
All Wealth Planning Services Insurance Strategies Behavioral Finance Retirement Planning Trust & Estate Planning Commentary Tax
All Commentary Video Article Podcast Whitepaper

Insights

Required Minimum Distributions: New Age, New Deadline

Required Minimum Distributions: New Age, New Deadline
March 5, 2020
The SECURE Act has changed the required minimum distribution (RMD) rules. Most of us now have until age 72...
Read >
Common Tax Errors

Common Tax Errors
March 4, 2020
When you meet with your wealth advisor, he or she can coordinate with your CPA or attorney to help...
Read >
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,...
Read >
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...
Read >
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...
Read >
Maximizing your Qualified Business Income Deduction

Maximizing your Qualified Business Income Deduction
February 19, 2020
Have you heard about the 20 percent income tax deduction on “qualified business income (QBI)” and wonder if it...
Read >
Getting The Most Out Of Your Retirement

Getting The Most Out Of Your Retirement
February 3, 2020
The Internal Revenue Service and corporate America have provided workers significant opportunities to fund their families’ financial futures in...
Read >
Considerations for Retirement Plan Withdrawals

Considerations for Retirement Plan Withdrawals
February 1, 2020
At age 59½, individuals are able to begin taking withdrawals from qualified retirement plans without incurring a 10% federal...
Read >
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...
Read >
Retirement Planning with Heart and Head

Retirement Planning with Heart and Head
January 23, 2020
Planning for retirement can be overwhelming. Often times, retirement planning is reduced to numbers. How much will I need?...
Read >
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...
Read >
New Bill Changes Retirement Savings Landscape

New Bill Changes Retirement Savings Landscape
January 3, 2020
The recently passed Setting Every Community Up for Retirement Enhancement bill, referred to as the SECURE Act, represents the...
Read >

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

 Listen Now >
March 5, 2026
#166

2026 financial reset: what to prioritize now

 Listen Now >
January 22, 2026
#165

From experience to impact: A leader’s journey

 Listen Now >
December 11, 2025
Meet Our Hosts

Check Out Our Live Webinars

We cover the economy, markets, taxes and more. Hear our views on timely topics.

Get Details

Sign Up For Our Newsletter

Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles.

Contact Us