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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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Required Minimum Distributions: Get to Know the Basic Rules

Required Minimum Distributions: Get to Know the Basic Rules
January 1, 2020
What are required minimum distributions (RMDs)? When you turn 72, the IRS requires you to start making annual...
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All-Year’s Resolutions: Thoughtful Goal Setting (29:15)

All-Year’s Resolutions: Thoughtful Goal Setting (29:15)
December 10, 2019
As we approach the end of the year, many of us are winding down for the holidays, traveling to...
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Tips for Improving Your Credit Score

Tips for Improving Your Credit Score
December 3, 2019
Are you thinking about buying a second home and want a favorable interest rate on your mortgage and homeowners’...
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Generating A Tax Efficient Retirement Paycheck

Generating A Tax Efficient Retirement Paycheck
December 2, 2019
Imagine you have saved during your professional career in a 401(k)/403(b)/457(b), IRA, Roth IRA and/ or Taxable/Brokerage Account. Additionally,...
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Timing is Everything… When Making Withdrawals (22:18)

Timing is Everything… When Making Withdrawals (22:18)
November 19, 2019
Sequence of returns risk is the possibility that an investor will have lower returns over time due to withdrawals...
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No Deadline in Sight: How Often Should You Be Talking Taxes? (25:03)

No Deadline in Sight: How Often Should You Be Talking Taxes? (25:03)
November 12, 2019
Many people consider their tax situations when there is a filing deadline coming up, but the reality is, by...
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Common Social Security Myths

Common Social Security Myths
October 29, 2019
Social Security is a federal insurance program that provides benefits to retired people and those who are unemployed or...
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Seven Reasons Your Estate Plan May Be Weak (34:17)

Seven Reasons Your Estate Plan May Be Weak (34:17)
October 29, 2019
Estate planning is a topic often put off as a conversation that can be had in the future. However,...
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Roth Conversions: A Financial Planning Trifecta

Roth Conversions: A Financial Planning Trifecta
October 25, 2019
Changes in income can happen often during your career. These fluctuations can be stressful but also present an opportunity...
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Design Your Retirement Savings Plan

Design Your Retirement Savings Plan
October 17, 2019
Variety Matters Your employer’s retirement plan likely offers several investment choices. The right mix of investments plays an...
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Five Common Questions Regarding Disability Insurance

Five Common Questions Regarding Disability Insurance
October 17, 2019
Q: I currently have a disability policy with my company, how do I increase my coverage? A:  Begin...
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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

#177

You’re ready for the unexpected

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August 27, 2026
#176

You’re ready for your equity to pay off

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August 20, 2026
#175

You’re ready for whatever comes next

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August 13, 2026
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