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Insights

Relief For Students

Relief For Students
January 21, 2021
If you have a college student who has had his or her semester of in-class learning turned into a...
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Your Questions, Answered: Executive Compensation

Your Questions, Answered: Executive Compensation
January 21, 2021
On this week’s episode of Your Questions, Answered  Lindsey McCool  and  Brian Leitner  discuss how to develop an executive...
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There’s No Place Like Home…for Work

There’s No Place Like Home…for Work
January 20, 2021
Even before the pandemic, working from home has become a norm in our society. Whether you do your job...
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Jeff Krumpelman Guest Appearance on Bloomberg Radio

Jeff Krumpelman Guest Appearance on Bloomberg Radio
January 15, 2021
The following recording is from  Bloomberg Radio  in which our own  Jeff Krumpelman  was a guest discussing the disconnect...
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Our 2021 Crystal Ball Economic Outlook​

Our 2021 Crystal Ball Economic Outlook​
January 14, 2021
Who would have thought the U.S. large-cap stock market would exhibit so much strength in 2020 — a year...
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Your Questions, Answered: Gifting Limits

Your Questions, Answered: Gifting Limits
January 14, 2021
On this week’s episode of Your Questions, Answered  Larry Sacks  and  Brian Leitner  discuss rules that surround gifting, and...
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Maximize Retirement Savings With Catch-Up Contributions

Maximize Retirement Savings With Catch-Up Contributions
January 13, 2021
As you are planning for your retirement, it’s important to save early and often. If you wish to maximize...
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Studies Reveal Employees’ Financial Mindset During Pandemic

Studies Reveal Employees’ Financial Mindset During Pandemic
January 12, 2021
Understandably, in 2020, most of us were stressed over health and finances. Because of ongoing pandemic worries, last year,...
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The Importance of a Life Insurance Review

The Importance of a Life Insurance Review
January 12, 2021
Getting married or divorced, having a child or taking on debt are all examples of times in our lives...
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Deadlines for RMDs and Qualified Charitable Distributions

Deadlines for RMDs and Qualified Charitable Distributions
January 11, 2021
Q: I turn 72 in 2021, when do I need to start taking money out of my IRA? ...
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Plan for Potentially Unexpected Retirement Costs

Plan for Potentially Unexpected Retirement Costs
January 8, 2021
Q: I want to retire in the next few years, what are some of the costs I should think...
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Women’s Stock is Rising: Why Aren’t Their Portfolios?

Women’s Stock is Rising: Why Aren’t Their Portfolios?
January 7, 2021
When it comes to investing, women are underrepresented and underserved. Because they live longer than men, earn less and...
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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

#167

Grief to joy: A conversation with Jenny Danaher

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March 5, 2026
#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
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