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Insights

Women and Investing: 3 Strategies to Bridge the Savings Gap

Women and Investing: 3 Strategies to Bridge the Savings Gap
April 4, 2022
Whether you’ve always been the sole financial decision-maker or have relied on a spouse or partner to manage the...
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Required Minimum Distribution Changes: What’s New in 2022

Required Minimum Distribution Changes: What’s New in 2022
February 1, 2022
Figuring we’ll all live a little longer, the IRS updated the life expectancy table, as of Jan. 1, 2022....
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2022 Crystal Ball Outlook

2022 Crystal Ball Outlook
January 31, 2022
Our own Jeff Krumpelman , chief investment strategist and head of equities, and Katrina Radenberg , chief investment officer...
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How Do Your 2022 Resolutions Lineup With Other Americans?

How Do Your 2022 Resolutions Lineup With Other Americans?
January 25, 2022
If you’re like 84% of Americans 1 dealing with the ongoing pandemic, you’ve learned to let go of what...
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RMD Waiver is Over: When Should You Take a Distribution?

RMD Waiver is Over: When Should You Take a Distribution?
November 2, 2021
CARES Act legislation waived required minimum distributions (RMDs) just for 2020. As we wrap up 2021, some individuals will...
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Decoding Digital Assets: Are They Right for You?

Decoding Digital Assets: Are They Right for You?
October 5, 2021
If you’ve been wondering whether digital assets fit with your overall investment strategy but have questions, we’ll break down...
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How Can I Legally Make Financial Decisions for Loved Ones?

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

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

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

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

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

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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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

#167

Grief to joy: A conversation with Jenny Danaher

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March 5, 2026
#166

2026 financial reset: what to prioritize now

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January 22, 2026
#165

From experience to impact: A leader’s journey

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December 11, 2025
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