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Insights

Procter & Gamble Stock Option Reporting Changes

Procter & Gamble Stock Option Reporting Changes
February 10, 2020
With the move of the P&G stock options plan to E*Trade, employees and retirees should consider paying special attention...
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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...
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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...
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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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P&G Earnings Report and Stock Price Reaction

P&G Earnings Report and Stock Price Reaction
January 28, 2020
P&G delivered another solid quarter with 5% organic sales growth and better than expected profitability. The stock finished down...
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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?...
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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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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...
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Are You SECURE in Your Retirement Planning?

Are You SECURE in Your Retirement Planning?
January 2, 2020
Signed into law December 2019, the Setting Every Community Up for Retirement Enhancement bill, or SECURE Act, includes sweeping...
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Key SECURE Act Provisions and Effective Dates

Key SECURE Act Provisions and Effective Dates
December 18, 2019
Provisions Description Effective Dates Division M: Bipartisan American Miners Act Reduction...
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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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Cash Balance Plans: Pros and Cons for Employers and Employees

Cash Balance Plans: Pros and Cons for Employers and Employees
November 22, 2019
As a plan sponsor, if you’re looking for an alternative plan that can help associates accelerate their savings, particularly...
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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

#167

Grief to joy: A conversation with Jenny Danaher

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March 5, 2026
#166

2026 financial reset: what to prioritize now

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January 22, 2026
#165

From experience to impact: A leader’s journey

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December 11, 2025
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