Insights Archive

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Insights

How Can I Legally Make Financial Decisions for Loved Ones?

October 4, 2021

As parents and grandparents age, adult children may find that they need to step in to assist with financial...

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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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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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College Prep: 5 Documents Your Child Should Sign to Protect Their Privacy & Health

August 2, 2021

It happens every August—young adults go off to a college or university as freshmen, ready for a new adventure....

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Setting Up Trusts to Protect Wealth Transfer to Heirs

July 31, 2021

You’ve worked hard and want to leave a legacy to your heirs that will last for them after you’re...

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2021 Mid-Year Crystal Ball Outlook

July 28, 2021

The markets have been anything but boring, bouncing back from the pandemic peak but giving us things to keep...

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Early Retirement: How Will You Fund It?

July 8, 2021

Some people want to retire early. Or circumstances, such as health or job layoff, may drive the decision. No...

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Consider Wealth Transfer Strategies in Advance of Proposed Tax Law Changes

July 2, 2021

You’ve worked hard to leave a legacy to charities and loved ones. With potential tax law changes ahead, now...

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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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Boomers Often Manage Family Finances

June 5, 2021

Baby boomers often have frequent financial worries, including how to manage their parents’ financial affairs while also gifting money...

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Plan Ahead Before Transferring Wealth to Heirs

June 4, 2021

Baby boomers are expected to transfer an estimated $30 to $70 trillion 1 of wealth to children and grandchildren...

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Do You Have a Plan for Leaving Wealth to Beneficiaries?

June 3, 2021

Given the potential tax changes on the horizon and the current low interest rate environment, it’s a good time...

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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

#160

The Real Value of a Wealth Advisor

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July 10, 2025

#159

Networking to Build Connections That Matter

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June 12, 2025

#158

Financial Foresight: Why Learning Before You Decide Matters

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May 15, 2025

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How Can I Legally Make Financial Decisions for Loved Ones?

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

Tales from the Crypto…Understanding Digital Assets

College Prep: 5 Documents Your Child Should Sign to Protect Their Privacy & Health