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Insights

Sending Your Child To College? Make Sure They Sign These Two Documents First

Sending Your Child To College? Make Sure They Sign These Two Documents First
April 25, 2019
With the fall semester rapidly approaching, many parents are frantically trying to help their soon-to-be college student buy dorm...
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Homebuying from a Wealth Advisor’s Perspective

Homebuying from a Wealth Advisor’s Perspective
April 4, 2019
Each Spring as the days get longer and flowers begin to bloom, so too do the hours spent by...
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Life Is Uncertain – Consider Disability Insurance

Life Is Uncertain – Consider Disability Insurance
March 13, 2019
You never know when an injury or illness might affect your income-earning ability. To financially protect your family, and...
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P&G Options Move to E*Trade

P&G Options Move to E*Trade
February 22, 2019
Earlier this year Procter & Gamble started moving its stock option platform away from the legacy platform that has...
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Bond Ladders

Bond Ladders
February 12, 2019
In a bond ladder, the bonds’ maturity dates are evenly spaced across several months or several years so that...
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Enrolling In Medicare: A Few Quick Tips

Enrolling In Medicare: A Few Quick Tips
January 19, 2019
During the Medicare open enrollment period, all Medicare beneficiaries have the option to reconsider their Medicare coverage for the...
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Ready, Planning & ABLE: Special Accounts for Individuals With Disabilities

Ready, Planning & ABLE: Special Accounts for Individuals With Disabilities
November 6, 2018
One of the newer additions to the financial planning toolbox in recent years, ABLE accounts (The Stephen Beck Jr....
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Retirement Plan Distribution Choices

Retirement Plan Distribution Choices
September 12, 2018
Use this guide to narrow your retirement plan choices and options when retiring from P&G based on your age...
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Retirement Savings: What’s Holding You Back?

Retirement Savings: What’s Holding You Back?
May 8, 2018
Enroll In Your Workplace Retirement Plan Now It may seem tough to save for retirement when you have today’s...
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Key To A Healthy Portfolio: Seek Balance

Key To A Healthy Portfolio: Seek Balance
May 8, 2018
Will It Be Feast Or Famine In Retirement? Contributing to your employer’s retirement plan is an important...
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Hope Is Not A Strategy

Hope Is Not A Strategy
May 8, 2018
Are You Saving Enough In Your Employer’s Retirement Plan? If you’re already contributing to your employer’s retirement plan, you’ve...
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Life Happens

Life Happens
May 8, 2018
Stay On Track, Even On The Curves Your employer’s retirement plan offers a convenient way to save automatically for your...
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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

#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
#164

Growing forward—insights on leadership and life

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November 13, 2025
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