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Insights

Creating Your Estate Plan

Creating Your Estate Plan

May 25, 2023
While estate planning can be overwhelming for a lot of families, having a thorough estate plan in place can...
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Picking the Right Trustee 

Picking the Right Trustee 

May 18, 2023
Being a trustee is something that requires knowledge, effort and liability, so when you’re creating your estate plan, it’s...
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Money Markets: What You Need to Know

Money Markets: What You Need to Know

May 11, 2023
What is a money market? What is the difference between a money market and a money market fund? They...
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FDIC & SIPC Insurance

FDIC & SIPC Insurance

May 4, 2023
With recent failures in the banking industry, many investors are worried about the safety of their accounts. Valerie Escobar...
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Teaching Teens About Finances

Teaching Teens About Finances

April 27, 2023
Starting early can make a significant impact on retirement savings, but how can you help teach your teen to...
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How to Find Internships in Wealth Planning

How to Find Internships in Wealth Planning

April 20, 2023
As college students, finding and accepting an internship can be a daunting task. Tracy Hutton, senior manager of recruiting,...
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Term vs. Permanent Insurance

Term vs. Permanent Insurance

April 13, 2023
When looking at insurance, you’re likely faced with two options—term or permanent insurance. Which one makes more sense for...
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Types of Life Insurance Explained

Types of Life Insurance Explained

April 6, 2023
With many insurance options available, it can be overwhelming and complicated to decide what is the right choice for...
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Cryptocurrency: Digital Assets and How They Fit in Your Portfolio

Cryptocurrency: Digital Assets and How They Fit in Your Portfolio

March 30, 2023
Blockchain technology has been gaining a lot of attention in recent years for its potential to transform industries such...
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ABCs of Medicare Part 2

ABCs of Medicare Part 2

March 23, 2023
Medicare is another cost to consider during retirement. How do you get the most value out of your Medicare...
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ABCs of Medicare Part 1

ABCs of Medicare Part 1

March 16, 2023
There can be a lot to unpack when considering the different Medicare coverage components and understanding what may be...
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Bond Market: Should You Invest in Bonds?

Bond Market: Should You Invest in Bonds?

March 9, 2023
Considering rising interest rates and inflation, should you invest in bonds? While bonds are a common investment, they can...
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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

#137

How Parents Can Teach Teens About Investing

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April 18, 2024
#136

Why Working With a Wealth Advisor Is Important

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April 4, 2024
#135

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

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March 14, 2024
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