Insights Archive

All Commentary Video Article Podcast Whitepaper

Insights

Do You Have a Plan for Leaving Wealth to Beneficiaries?

June 3, 2021

Given the potential tax changes on the horizon and the current low interest rate environment, it’s a good time...

Read >

FAFSA Deadline is June 30: Should You Fill One Out?

June 2, 2021

With the Free Application for Federal Student Aid (FAFSA ® ) due at the end of the month, you...

Read >

10 Interview Questions to Ask Your Potential Wealth Advisor

May 28, 2021

Have you considered the benefits of working with a wealth advisor to help you reach your financial goals? If...

Read >

5 Tips for Managing Sudden Wealth

May 28, 2021

Have you experienced a sudden windfall? If so, you’ll likely deal with financial and emotional changes as you adjust...

Read >

Preparing – and Paying – for College

May 25, 2021

As students are preparing for their final year of high school and where life may take them after that,...

Tune In >

Strategies for Managing Concentrated Stock in a Diversified Portfolio

May 22, 2021

A concentrated stock position that might help create wealth could eventually present risks to your portfolio and financial peace...

Read >

Wealth Planning Considerations for “DINKs”

May 12, 2021

On the surface, the life of DINKs (couples with dual incomes and no kids) may seem easy and carefree...

Read >

Your Questions, Answered: Donor Advised Fund

May 6, 2021

On this week’s episode of Your Questions, Answered Natalie Haggard talks with Brian Leitner about charitable giving strategies, and...

Watch >

Estate Planning Strategies to Consider Ahead of Biden’s Potential Tax Changes

May 4, 2021

President Biden’s proposed tax policy includes potential changes to estate and gift tax as well as capital gains tax...

Read >

Should You Buy or Lease a Car?

May 4, 2021

Do you like to drive a new car every few years or do you prefer to hold onto a...

Read >

The Hydration Sensation…An Often-Overlooked Key to Wellness

May 4, 2021

Proper hydration is essential to our overall well-being, especially after being physically active. Whether a professional athlete or a...

Tune In >

With High College Expenses, Should Students Consider Work Options Instead?

May 4, 2021

How does the current employment climate, the rising cost of education and student loan debt change how we think...

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

#136

Why Working With a Wealth Advisor Is Important

Listen Now >

April 4, 2024

#135

Tax Implications of Roth IRAs and Roth 401(k)s

Listen Now >

March 14, 2024

#134

Estate Planning: Protect Your Legacy & Avoid These Mistakes

Listen Now >

February 29, 2024

Meet Our Hosts

Sign Up For Our Newsletter

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

Do You Have a Plan for Leaving Wealth to Beneficiaries?

FAFSA Deadline is June 30: Should You Fill One Out?