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Insights

Take a Deep Breath…Meditation and Mindfulness

Take a Deep Breath…Meditation and Mindfulness

October 18, 2021
When there are so many outside factors affecting our well-being, it can be very beneficial to take a moment...
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Financial Benefits of Moving to Washington State

Financial Benefits of Moving to Washington State

October 14, 2021
The Pacific Northwest is a beautiful place to relocate to, especially if you’re someone who loves the outdoors. Living...
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Decoding Digital Assets: Are They Right for You?

Decoding Digital Assets: Are They Right for You?

October 5, 2021
If you’ve been wondering whether digital assets fit with your overall investment strategy but have questions, we’ll break down...
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Here in My Car: What’s Driving the Auto Industry?

Here in My Car: What’s Driving the Auto Industry?

October 5, 2021
We’ve all seen the automotive industry headlines lately; chip shortages and used car scarcities, to name a few. In...
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How Can I Legally Make Financial Decisions for Loved Ones?

How Can I Legally Make Financial Decisions for Loved Ones?

October 4, 2021
As parents and grandparents age, adult children may find that they need to step in to assist with financial...
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5 Tips for Building Wealth: A Guide for the Next Generation

5 Tips for Building Wealth: A Guide for the Next Generation

September 28, 2021
If your child or grandchild is just getting started on their financial journey, from building credit to saving for...
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Unleash Greatness: Understanding and Utilizing Leadership Coaching

Unleash Greatness: Understanding and Utilizing Leadership Coaching

September 7, 2021
When looking for ways to improve success within an organization or business, individuals may consider reaching out to a...
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Discover the Tax Advantages of Health Savings Accounts

Discover the Tax Advantages of Health Savings Accounts

September 2, 2021
A tax-advantaged health savings account (HSA) allows you to pay for eligible medical expenses while working and after you...
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Tales from the Crypto…Understanding Digital Assets

Tales from the Crypto…Understanding Digital Assets

August 18, 2021
Blockchain, cryptocurrency, Digital Ledger Technology. These terms are becoming commonplace in the news cycle, on social media and even...
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High Earners Aren’t Eligible for 2021 Child Tax Credit

High Earners Aren’t Eligible for 2021 Child Tax Credit

August 4, 2021
If you’re wondering whether you’re eligible for the 2021 child tax credit, eligibility is as follows: taxpayers with adjusted...
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College Prep: 5 Documents Your Child Should Sign to Protect Their Privacy & Health

College Prep: 5 Documents Your Child Should Sign to Protect Their Privacy & Health

August 2, 2021
It happens every August—young adults go off to a college or university as freshmen, ready for a new adventure....
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Setting Up Trusts to Protect Wealth Transfer to Heirs

Setting Up Trusts to Protect Wealth Transfer to Heirs

July 31, 2021
You’ve worked hard and want to leave a legacy to your heirs that will last for them after you’re...
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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

#160

The Real Value of a Wealth Advisor

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July 10, 2025
#159

Networking to Build Connections That Matter 

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June 12, 2025
#158

Financial Foresight: Why Learning Before You Decide Matters

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May 15, 2025
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