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Insights

Stuck in Neutral: Our “Hold Your Ground” Message Plays On

Stuck in Neutral: Our “Hold Your Ground” Message Plays On

May 9, 2023
You’ve got yourself stuck in a moment, And now you can’t get out of it.— Chorus from a U2...
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Could Gold Replace the Dollar as the World’s Favored Currency?

Could Gold Replace the Dollar as the World’s Favored Currency?

May 8, 2023
I have written about my views on gold extensively in the past. I believe gold is the world’s longest...
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Retiring Early? Discover Ways to Fund Health Care

Retiring Early? Discover Ways to Fund Health Care

May 5, 2023
If your goal is to retire early, you’ll need a plan for funding health care until Medicare kicks in....
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3 Steps for Creating a Retirement Cash Flow Plan

3 Steps for Creating a Retirement Cash Flow Plan

May 4, 2023
Having a clear idea of income sources and estimated expenses in retirement can help you stay on track to...
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FDIC & SIPC Insurance

FDIC & SIPC Insurance

May 4, 2023
With recent failures in the banking industry, many investors are worried about the safety of their accounts. Valerie Escobar...
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Teaching Teens About Finances

Teaching Teens About Finances

April 27, 2023
Starting early can make a significant impact on retirement savings, but how can you help teach your teen to...
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How to Find Internships in Wealth Planning

How to Find Internships in Wealth Planning

April 20, 2023
As college students, finding and accepting an internship can be a daunting task. Tracy Hutton, senior manager of recruiting,...
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Term vs. Permanent Insurance

Term vs. Permanent Insurance

April 13, 2023
When looking at insurance, you’re likely faced with two options—term or permanent insurance. Which one makes more sense for...
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Banking Crisis? U.S. Stock Market Responds, “I’ve Got This!”

Banking Crisis? U.S. Stock Market Responds, “I’ve Got This!”

April 6, 2023
“Genius is nothing but a greater aptitude for patience.” — George-Louis de Buffon, well-known 18 th century naturalist ...
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Past and Present U.S. Bank Failures: A Review of the Causes

Past and Present U.S. Bank Failures: A Review of the Causes

April 6, 2023
When Silicon Valley Bank’s (SVB) problems first came to light, it looked like a “classic” bank run as depositors...
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Types of Life Insurance Explained

Types of Life Insurance Explained

April 6, 2023
With many insurance options available, it can be overwhelming and complicated to decide what is the right choice for...
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Summary of 2023 and Future Reduced Medicare Drug Costs

Summary of 2023 and Future Reduced Medicare Drug Costs

April 5, 2023
In 2022, President Biden signed legislation that included lowering Medicare prescription drug costs. Some provisions took effect at the...
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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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