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IRA Conversions: What You Need To Know

IRA Conversions: What You Need To Know
January 30, 2021
Q: What exactly is an Individual Retirement Account (IRA) conversion and why would I want to take part in...
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Potential Impacts of Biden’s Proposed Tax Policy on High-Net-Worth Individuals

Potential Impacts of Biden’s Proposed Tax Policy on High-Net-Worth Individuals
January 22, 2021
With Joe Biden now president, many wonder how his proposed tax policy might impact high-net-worth individuals. Here’s an overview...
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Relief For Students

Relief For Students
January 21, 2021
If you have a college student who has had his or her semester of in-class learning turned into a...
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Jeff Krumpelman Guest Appearance on Bloomberg Radio

Jeff Krumpelman Guest Appearance on Bloomberg Radio
January 15, 2021
The following recording is from  Bloomberg Radio  in which our own  Jeff Krumpelman  was a guest discussing the disconnect...
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Maximize Retirement Savings With Catch-Up Contributions

Maximize Retirement Savings With Catch-Up Contributions
January 13, 2021
As you are planning for your retirement, it’s important to save early and often. If you wish to maximize...
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Deadlines for RMDs and Qualified Charitable Distributions

Deadlines for RMDs and Qualified Charitable Distributions
January 11, 2021
Q: I turn 72 in 2021, when do I need to start taking money out of my IRA? ...
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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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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

#180

You’re ready to protect what you’ve built

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September 17, 2026
#179

You’re ready for your second act

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September 10, 2026
#178

You’re ready for tax help

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September 3, 2026
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