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Insights

The Hydration Sensation…An Often-Overlooked Key to Wellness

The Hydration Sensation…An Often-Overlooked Key to Wellness

May 4, 2021
Proper hydration is essential to our overall well-being, especially after being physically active. Whether a professional athlete or a...
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Finding Success in Succession Planning

Finding Success in Succession Planning

April 13, 2021
If you own a business , planning for the transfer of ownership is something that you’ll eventually need to...
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Vineyard to Glass: The Wine Experience

Vineyard to Glass: The Wine Experience

March 23, 2021
Have you ever wanted to ask a professional vintner what, regardless of cost, makes a good wine or what...
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Social Security 101: Contributions to Distributions

Social Security 101: Contributions to Distributions

March 1, 2021
Social Security is something we see taken out of each paycheck, but what does that mean exactly? And, will...
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There’s No Place Like Home…for Work

There’s No Place Like Home…for Work

January 20, 2021
Even before the pandemic, working from home has become a norm in our society. Whether you do your job...
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Gut Check: Leading a Healthy Lifestyle

Gut Check: Leading a Healthy Lifestyle

December 29, 2020
Could stress and environmental factors be derailing our desire to lead a healthy life? On this episode, we invite...
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Over-Sharenting? How to Protect Children’s Online Privacy

Over-Sharenting? How to Protect Children’s Online Privacy

December 8, 2020
We live in a digital age where constantly sharing photos with friends and family over social media is the...
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Athletes Unlimited: A New Way to Play

Athletes Unlimited: A New Way to Play

October 27, 2020
Most of us know at least the basics of softball, volleyball and lacrosse and that the team with the...
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Honoring Hispanic Heritage

Honoring Hispanic Heritage

October 16, 2020
As Hispanic Heritage Month comes to a close, we’d like to take a moment to celebrate a few individuals...
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ABCs of Medicare…an Introduction to the Different Parts

ABCs of Medicare…an Introduction to the Different Parts

October 6, 2020
As we age – or face an event that results in disabilities – we all will have to make...
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It’s a Transition, Not a Transaction: Selling Your Business Without Regret

It’s a Transition, Not a Transaction: Selling Your Business Without Regret

September 15, 2020
After spending years building up a business, many people may hesitate when it comes time to sell off an...
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Fore the Love of the Game

Fore the Love of the Game

August 25, 2020
From family fun to competitive atmospheres, golf is a game that can be enjoyed by a wide variety of...
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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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