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Market Update with Jeff Krumpelman

Market Update with Jeff Krumpelman

March 12, 2020
With today’s decline in the market mostly driven by fear of the unknown, our own Jeff Krumpelman gives an...
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Coronavirus Infecting the Market? (22:19)

Coronavirus Infecting the Market? (22:19)

March 9, 2020
With drops in the markets over the last two weeks and the spread of the coronavirus, you may have...
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Dow Plummet Causes “Circuit Breaker”; Our Take on What is Happening

Dow Plummet Causes “Circuit Breaker”; Our Take on What is Happening

March 9, 2020
It is critical to employ poise and perspective in corrections such as the one underway. We expect continued volatility...
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Required Minimum Distributions: New Age, New Deadline

Required Minimum Distributions: New Age, New Deadline

March 5, 2020
The SECURE Act has changed the required minimum distribution (RMD) rules. Most of us now have until age 72...
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Common Tax Errors

Common Tax Errors

March 4, 2020
When you meet with your wealth advisor, he or she can coordinate with your CPA or attorney to help...
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New Coronavirus Relief Package to Help Aid Americans and Businesses

New Coronavirus Relief Package to Help Aid Americans and Businesses

March 2, 2020
Congress recently passed the “Families First Coronavirus Response Act,” bill, and the president signed it into law March 18,...
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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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Planning for Physicians

Planning for Physicians

March 2, 2020
Physicians have unique financial planning needs – Is your advisor prepared to meet them? Medical professionals have taken...
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Executive Guide To Making the Right Compensation Decisions

Executive Guide To Making the Right Compensation Decisions

February 27, 2020
As a busy executive with significant leadership and management responsibilities, you may be so focused on day-to-day business that...
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Wealth Planning Considerations for Dentists and Dental Professionals

Wealth Planning Considerations for Dentists and Dental Professionals

February 27, 2020
At every stage of their development, dentists and dental professionals might benefit from working with an advisor to create...
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Long-Term Care (LTC) Insurance—Is It Right For You?

Long-Term Care (LTC) Insurance—Is It Right For You?

February 20, 2020
As we age, our health care needs may grow. And while most of us would prefer to remain in...
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Maximizing your Qualified Business Income Deduction

Maximizing your Qualified Business Income Deduction

February 19, 2020
Have you heard about the 20 percent income tax deduction on “qualified business income (QBI)” and wonder if it...
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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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