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Insights

How Inflation Impacts Yields

How Inflation Impacts Yields
August 4, 2022
Inflation is unavoidable right now. You see it everywhere you look and on the news, but what can we...
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How to Use Insurance Strategically

How to Use Insurance Strategically
August 3, 2022
Consider talking to your wealth advisor about the following insurance-related strategies to allow you to maximize the wealth you...
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Trusts Offering a Silver Lining in a High Interest Rate Climate

Trusts Offering a Silver Lining in a High Interest Rate Climate
August 2, 2022
Given the current high interest rate environment, you may be wondering whether there are strategies you can employ to...
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Discover the Tax Advantages of “Superfunding” a 529 Plan

Discover the Tax Advantages of “Superfunding” a 529 Plan
August 1, 2022
A 529 plan offers tax and estate planning advantages for those funding the cost of higher education for a...
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2022 Mid-Year Crystal Ball Outlook

2022 Mid-Year Crystal Ball Outlook
July 29, 2022
Chief Investment Strategist and Head of Equities Jeff Krumpelman and Chief Investment Officer Katrina Radenberg recently shared their market...
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Cash Balance Pension Plans For Dentists

Cash Balance Pension Plans For Dentists
July 29, 2022
Timing your exit from your practice is critical to make sure you can maximize the amount of money and...
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Buy-Sell Agreements for Dentists Preventing Disputes Over Value

Buy-Sell Agreements for Dentists Preventing Disputes Over Value
July 29, 2022
It is not uncommon to have partners or co-owners of your dental practice . With this scenario, it is...
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5 Costly Estate Planning Errors

5 Costly Estate Planning Errors
July 28, 2022
An estate plan can play an important part in your overall wealth plan and can make a large impact...
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Don’t Let Headlines Derail Your Investing Plans

Don’t Let Headlines Derail Your Investing Plans
July 21, 2022
When keeping up with the, sometimes sensational, media coverage of the markets, things can seem bleak without proper context....
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5 Considerations for Early Retirement

5 Considerations for Early Retirement
July 14, 2022
Are you thinking about retiring early? In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth...
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Strategies for Helping Employees Weather Market Volatility

Strategies for Helping Employees Weather Market Volatility
July 7, 2022
With ongoing market volatility negatively impacting your employees’ 401(k) balances, educating them on maintaining a long-term investing perspective is...
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Planning Considerations for Dentists

Planning Considerations for Dentists
July 7, 2022
Approximately 76% 1 of dentists own their practice, and this makes them small business owners. In addition to making...
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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

#168

You’re ready for Mariner

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April 23, 2026
#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
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