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Insights

5 Most Common DIY Financial Pitfalls

5 Most Common DIY Financial Pitfalls

May 19, 2022
Are you doing your own investing and wealth planning without the help and guidance of a wealth advisor? In...
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Community Involvement: Giving Back So We All Move Forward

Community Involvement: Giving Back So We All Move Forward

October 18, 2021
If you’ve always wanted to give back to the community where you live and work, but wonder how to...
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Legacy Planning: Discussing Wealth Transfer with the Next Generation

Legacy Planning: Discussing Wealth Transfer with the Next Generation

October 18, 2021
When it comes to multi-generational wealth planning and how prepared children and grandchildren are to receive an inheritance, there...
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Take a Deep Breath…Meditation and Mindfulness

Take a Deep Breath…Meditation and Mindfulness

October 18, 2021
When there are so many outside factors affecting our well-being, it can be very beneficial to take a moment...
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Here in My Car: What’s Driving the Auto Industry?

Here in My Car: What’s Driving the Auto Industry?

October 5, 2021
We’ve all seen the automotive industry headlines lately; chip shortages and used car scarcities, to name a few. In...
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5 Tips for Building Wealth: A Guide for the Next Generation

5 Tips for Building Wealth: A Guide for the Next Generation

September 28, 2021
If your child or grandchild is just getting started on their financial journey, from building credit to saving for...
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Unleash Greatness: Understanding and Utilizing Leadership Coaching

Unleash Greatness: Understanding and Utilizing Leadership Coaching

September 7, 2021
When looking for ways to improve success within an organization or business, individuals may consider reaching out to a...
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Tales from the Crypto…Understanding Digital Assets

Tales from the Crypto…Understanding Digital Assets

August 18, 2021
Blockchain, cryptocurrency, Digital Ledger Technology. These terms are becoming commonplace in the news cycle, on social media and even...
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On the Road Again…Navigating Travel Today

On the Road Again…Navigating Travel Today

July 27, 2021
The ongoing pandemic has changed the way we travel and many are changing their approach to transportation, like driving...
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Taxing Decisions…Relocating to Another State

Taxing Decisions…Relocating to Another State

July 6, 2021
Nine states have no income tax, which can be a benefit, especially for retirees who won’t pay state income...
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Women’s Wealth: Beyond Finances

Women’s Wealth: Beyond Finances

June 15, 2021
In the realm of managing finances, there are some key issues that are unique to women. Whether that be...
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Preparing – and Paying – for College

Preparing – and Paying – for College

May 25, 2021
As students are preparing for their final year of high school and where life may take them after that,...
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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

#137

How Parents Can Teach Teens About Investing

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April 18, 2024
#136

Why Working With a Wealth Advisor Is Important

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April 4, 2024
#135

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

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March 14, 2024
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