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

Insights

Strategies for Managing Concentrated Stock in a Diversified Portfolio

September 21, 2024
A concentrated stock position that might help create wealth could eventually present risks to your portfolio and financial peace...
Read >

Benefits of a Directed Trustee vs. a Corporate Trustee

September 12, 2024
Selecting a corporate trustee to oversee the administration and management of a trust is a challenging and unique decision...
Read >

Five Reasons to Use a Corporate Fiduciary

September 8, 2024
Many important decisions regarding the transfer of your wealth are made when working with an estate planning attorney. However,...
Read >

Estate Planning in a Digital World

May 2, 2024
Read time: 3 minutes When you meet with an estate planning attorney, you may be focused on creating...
Read >
Managing Health Care Costs in Retirement

Managing Health Care Costs in Retirement

April 12, 2024
Read time: 10 minutes It’s no secret that as people age, it becomes increasingly difficult to stay healthy....
Read >

A Comparison of Traditional vs. Roth IRA and 401(k) Features

January 28, 2024
As you consider how to save for retirement,  consider traditional IRAs and Roth IRAs. Compare the features, benefits and...
Read >
10 Things to Know About Business Valuation

10 Things to Know About Business Valuation

February 1, 2023
Understanding the ins and outs of a business valuation is useful for many reasons. Business owners can use a...
Read >
Establish A Donor-Advised Fund: Give to Charities While Enjoying Tax Advantages

Establish A Donor-Advised Fund: Give to Charities While Enjoying Tax Advantages

November 4, 2022
You may be wondering how you can minimize your tax burden and do some good at the same time....
Read >
Protecting the Value of Cash Against Inflation With I Bonds

Protecting the Value of Cash Against Inflation With I Bonds

October 6, 2022
Series I savings bonds are 30-year bonds issued by the U.S. government designed to keep up with inflation. The...
Read >
The Essential Estate Planning Documents

The Essential Estate Planning Documents

July 26, 2021
Estate planning is the process of organizing one’s personal and financial affairs to ensure that your wishes for your...
Read >
Wealth Planning Considerations for “DINKs”

Wealth Planning Considerations for “DINKs”

May 12, 2021
On the surface, the life of DINKs (couples with dual incomes and no kids) may seem easy and carefree...
Read >
Common Estate Planning Mistakes

Common Estate Planning Mistakes

March 5, 2021
As you revise your estate plan or create a new one, discover 10 common estate planning mistakes that could...
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

#148

Fixed Income Explained

 Listen Now >
November 14, 2024
#147

Scary Financial Mistakes to Avoid

 Listen Now >
October 31, 2024
#146

2025 Estate Tax Exemption

 Listen Now >
October 17, 2024
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