Insights Archive

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Insights

College Savings Strategies for High-Income Households

September 6, 2019

It’s no secret that college is costly, so it’s never too soon for parents to put a savings strategy...

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Burned out on FIRE? Focus on Finding Significance

September 5, 2019

A recent trend once popular only within tight-knit circles of financial bloggers, the FIRE (Financial Independence, Retire Early) movement...

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Protect Yourself: Cyber Fraud Alert

September 3, 2019

As technology continues to advance and provide additional ways for consumers to manage their finances, cyber criminals create more...

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Women & Finances: Should Their Approach Be Different Than Men? (32:00)

August 27, 2019

Women often take a backseat when it comes to long-term financial planning. They’re busy juggling family, career and professional...

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Splitting Equitably: The Financial Considerations of Divorce (24:15)

August 6, 2019

Divorce can be a very difficult time, and with emotions running high, it can be beneficial to have someone...

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A Letter of Instruction – Providing Peace and Comfort to Your Loved Ones

July 28, 2019

Q: How does a letter of instruction help my family? A: Besides providing your family with the peace...

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Top Financial Concerns Of Professional Women

May 20, 2019

Women are frequently pulled in many different directions. Oftentimes, juggling the responsibilities of a career, family and household leaves...

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College Planning: Going Beyond the Dollar Signs (31:52)

May 14, 2019

It’s no secret higher education tuition costs are rapidly rising. So when it comes to college planning your mind...

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Life Transitions: The Importance Of Working With An Advisor Who Understands

April 30, 2019

When evaluating potential financial advisors, it is imperative to choose one who is technically qualified to care for your...

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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

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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How to Maintain Documents, What to Save and What to Get Rid Of

October 28, 2016

One of the more considerate things we can do for those we will inevitably leave behind is to make...

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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

#159

Financial Foresight: Why Learning Before You Decide Matters

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May 15, 2025

#158

Estate Planning for Blended Families

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May 1, 2025

#157

Teach Your Child to Be Financially Independent

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April 17, 2025

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College Savings Strategies for High-Income Households