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Insights

Are You SECURE in Your Retirement Planning?

Are You SECURE in Your Retirement Planning?

January 2, 2020
Signed into law December 2019, the Setting Every Community Up for Retirement Enhancement bill, or SECURE Act, includes sweeping...
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Navigating the Challenges of Taxes and Divorce

Navigating the Challenges of Taxes and Divorce

September 20, 2019
Most of us don’t look forward to getting our taxes done, but if you recently filed for divorce or...
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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

#157

Teach Your Child to Be Financially Independent

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April 17, 2025
#156

Raising Financially Savvy Children

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April 3, 2025
#155

Navigating and Controlling the Sale of Your Business

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March 20, 2025
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