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Rethinking Beneficiaries for Your Estate

Rethinking Beneficiaries for Your Estate

June 16, 2020
Given recent legislative changes, you might want to review, and potentially update, your estate plan. The SECURE Act of...
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Should Everyone With Children in College Fill Out The FAFSA?

Should Everyone With Children in College Fill Out The FAFSA?

June 3, 2020
Even though you can afford to cover the cost of college tuition, it may make sense for your family to...
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360° Wealth Management: Getting Beyond the Balance Sheet

360° Wealth Management: Getting Beyond the Balance Sheet

May 26, 2020
When you seek the help of a wealth advisor, you may go into it with a broad goal of...
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Understanding Your Long-term Care Options

Understanding Your Long-term Care Options

March 2, 2020
Q: What long-term care options are out there? A:  There are many long-term care options available for you...
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Getting The Most Out Of Your Retirement

Getting The Most Out Of Your Retirement

February 3, 2020
The Internal Revenue Service and corporate America have provided workers significant opportunities to fund their families’ financial futures in...
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Retirement Planning with Heart and Head

Retirement Planning with Heart and Head

January 23, 2020
Planning for retirement can be overwhelming. Often times, retirement planning is reduced to numbers. How much will I need?...
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Tips for Improving Your Credit Score

Tips for Improving Your Credit Score

December 3, 2019
Are you thinking about buying a second home and want a favorable interest rate on your mortgage and homeowners’...
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Roth Conversions: A Financial Planning Trifecta

Roth Conversions: A Financial Planning Trifecta

October 25, 2019
Changes in income can happen often during your career. These fluctuations can be stressful but also present an opportunity...
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Five Common Questions Regarding Disability Insurance

Five Common Questions Regarding Disability Insurance

October 17, 2019
Q: I currently have a disability policy with my company, how do I increase my coverage? A:  Begin...
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Mariner Mail: Your Financial Questions…Answered (33:57)

Mariner Mail: Your Financial Questions…Answered (33:57)

October 8, 2019
We’ve compiled your top financial questions and are dedicating this episode of Your Life, Simplified to provide answers. Discussing...
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Choose Insurance Policies That Offer You the Protection You Need

Choose Insurance Policies That Offer You the Protection You Need

September 6, 2019
When is the last time you reviewed your property and casualty policies, including homeowners insurance? Because it likely represents...
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Five Frequently Asked Life Insurance Questions

Five Frequently Asked Life Insurance Questions

August 16, 2019
Because September is Life Insurance Awareness Month, we are utilizing our August Q&A to answer frequently asked insurance questions....
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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.

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What is an Annuity and How Does it Work?

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Creating Your Estate Plan

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Picking the Right Trustee 

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