Call Us: 800-384-1756
All Wealth Planning Institutional Insurance Strategies Behavioral Finance Retirement Planning Trust & Estate Planning Commentary Tax
All Commentary Video Article Podcast Whitepaper

Insights

Financial Advice: It Shouldn’t Be the Same for Everyone

Financial Advice: It Shouldn’t Be the Same for Everyone
January 30, 2020
Have you ever received unsolicited financial advice? Your friend tells you Roth IRAs are a home run. Your neighbor...
Read >
New Tax Law Could Impact Your Retirement (27:58)

New Tax Law Could Impact Your Retirement (27:58)
January 28, 2020
On December 20, 2019, the Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, became law....
Tune In >
Retirement Planning with Heart and Head

Retirement Planning with Heart and Head
January 23, 2020
Planning for retirement can be overwhelming. Often times, retirement planning is reduced to numbers. How much will I need?...
Read >
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...
Read >
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...
Read >
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,...
Read >
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...
Tune In >
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...
Read >
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...
Read >
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...
Read >
Burned out on FIRE? Focus on Finding Significance

Burned out on FIRE? Focus on Finding Significance
September 5, 2019
A recent trend once popular only within tight-knit circles of financial bloggers, the FIRE (Financial Independence, Retire Early) movement...
Read >
Develop a Social Security Strategy

Develop a Social Security Strategy
July 26, 2019
Whether retirement is a few years or a decade away, you may wonder when to start receiving Social Security...
Read >

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

#169

Built to last: Mariner at 20

 Listen Now >
May 14, 2026
#168

You’re ready for Mariner

 Listen Now >
April 23, 2026
#167

Grief to joy: A conversation with Jenny Danaher

 Listen Now >
March 5, 2026
Meet Our Hosts

Check Out Our Live Webinars

We cover the economy, markets, taxes and more. Hear our views on timely topics.

Get Details

Sign Up For Our Newsletter

Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles.

Contact Us