Call Us: 800-384-1756
All Wealth Planning Institutional Insurance Strategies Behavioral Finance Retirement Planning Trust & Estate Planning Commentary Tax
All Commentary Video Article Podcast Whitepaper

Insights

Women Often Put Others First, Why Not Their Retirement Too?

Women Often Put Others First, Why Not Their Retirement Too?
February 2, 2021
Women juggle a lot of roles, from career professional to caregiver, but there’s one crucial thing most don’t do...
Read >
IRA Conversions: What You Need To Know

IRA Conversions: What You Need To Know
January 30, 2021
Q: What exactly is an Individual Retirement Account (IRA) conversion and why would I want to take part in...
Read >
Your Questions, Answered: Small Business Savings

Your Questions, Answered: Small Business Savings
January 28, 2021
On this week’s episode of Your Questions, Answered  Patricia Kummer  and  Brian Leitner  discuss tools to help small businesses...
Watch >
Your Family’s Most Difficult Conversation

Your Family’s Most Difficult Conversation
January 27, 2021
Despite the fact that entering into a caregiving relationship is life-altering for both the caregiver and the care recipient,...
Read >
Potential Impacts of Biden’s Proposed Tax Policy on High-Net-Worth Individuals

Potential Impacts of Biden’s Proposed Tax Policy on High-Net-Worth Individuals
January 22, 2021
With Joe Biden now president, many wonder how his proposed tax policy might impact high-net-worth individuals. Here’s an overview...
Read >
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...
Read >
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...
Watch >
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...
Tune In >
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...
Read >
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...
Watch >
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...
Watch >
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...
Read >

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

#177

You’re ready for the unexpected

 Listen Now >
August 27, 2026
#176

You’re ready for your equity to pay off

 Listen Now >
August 20, 2026
#175

You’re ready for whatever comes next

 Listen Now >
August 13, 2026
Meet Our Hosts

Check Out Our Live Webinars

We cover the economy, markets, taxes and more. Hear our views on timely topics.

Get Details

Sign Up For Our Newsletter

Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles.

Contact Us