Insights Archive

All Commentary Video Article Podcast Whitepaper

Insights

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...

Tune In >

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...

Read >

Social Media & iTunes Accounts Can (And Should) Be Part Of Your Estate Plan

April 29, 2019

Q: What is a Digital Asset? A: Digital assets are any type of digital content owned by an...

Read >

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...

Read >

Tips on Home Buying and Selling (29:21)

April 23, 2019

Many of us have heard the adage about location being everything when it comes to real estate, but what...

Tune In >

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...

Read >

Home is Where the Heart is…Especially in Taxes (17:59)

April 2, 2019

When it comes to filing your taxes, the rate at which your income is taxed can vary based on...

Tune In >

Life Is Uncertain – Consider Disability Insurance

March 13, 2019

You never know when an injury or illness might affect your income-earning ability. To financially protect your family, and...

Read >

New Tax Plan…So Many New Decisions To Be Made (29:46)

March 12, 2019

New tax season, new tax laws. How do you decide whether you should choose a tax preparer or a...

Tune In >

Hitting the Jackpot! Managing Financial Windfalls (23:47)

February 19, 2019

Financial windfalls come in a variety of forms, from winning the lottery to receiving an inheritance or even selling...

Tune In >

Bond Ladders

February 12, 2019

In a bond ladder, the bonds’ maturity dates are evenly spaced across several months or several years so that...

Read >

Resolution Revolutions: Planning Your Goals for the Year (40:37)

January 29, 2019

We know that it is sometimes difficult to stick to those New Year’s resolutions, whether they be related to...

Tune In >

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

Listen Now >

April 18, 2024

#136

Why Working With a Wealth Advisor Is Important

Listen Now >

April 4, 2024

#135

Tax Implications of Roth IRAs and Roth 401(k)s

Listen Now >

March 14, 2024

Meet Our Hosts

Sign Up For Our Newsletter

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

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

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

Social Media & iTunes Accounts Can (And Should) Be Part Of Your Estate Plan