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Insights

Picking the Right Trustee 

Picking the Right Trustee 

May 18, 2023
Being a trustee is something that requires knowledge, effort and liability, so when you’re creating your estate plan, it’s...
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Money Markets: What You Need to Know

Money Markets: What You Need to Know

May 11, 2023
What is a money market? What is the difference between a money market and a money market fund? They...
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Retiring Early? Discover Ways to Fund Health Care

Retiring Early? Discover Ways to Fund Health Care

May 5, 2023
If your goal is to retire early, you’ll need a plan for funding health care until Medicare kicks in....
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3 Steps for Creating a Retirement Cash Flow Plan

3 Steps for Creating a Retirement Cash Flow Plan

May 4, 2023
Having a clear idea of income sources and estimated expenses in retirement can help you stay on track to...
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FDIC & SIPC Insurance

FDIC & SIPC Insurance

May 4, 2023
With recent failures in the banking industry, many investors are worried about the safety of their accounts. Valerie Escobar...
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Teaching Teens About Finances

Teaching Teens About Finances

April 27, 2023
Starting early can make a significant impact on retirement savings, but how can you help teach your teen to...
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How to Find Internships in Wealth Planning

How to Find Internships in Wealth Planning

April 20, 2023
As college students, finding and accepting an internship can be a daunting task. Tracy Hutton, senior manager of recruiting,...
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Term vs. Permanent Insurance

Term vs. Permanent Insurance

April 13, 2023
When looking at insurance, you’re likely faced with two options—term or permanent insurance. Which one makes more sense for...
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Types of Life Insurance Explained

Types of Life Insurance Explained

April 6, 2023
With many insurance options available, it can be overwhelming and complicated to decide what is the right choice for...
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Summary of 2023 and Future Reduced Medicare Drug Costs

Summary of 2023 and Future Reduced Medicare Drug Costs

April 5, 2023
In 2022, President Biden signed legislation that included lowering Medicare prescription drug costs. Some provisions took effect at the...
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6 Tips for Tax-Free Gifting

6 Tips for Tax-Free Gifting

April 4, 2023
The annual gift tax exclusion is a win-win for taxpayers, allowing you to share your wealth during your lifetime...
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Cryptocurrency: Digital Assets and How They Fit in Your Portfolio

Cryptocurrency: Digital Assets and How They Fit in Your Portfolio

March 30, 2023
Blockchain technology has been gaining a lot of attention in recent years for its potential to transform industries such...
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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

#150

Behind the Scenes With a Chief Investment Strategist 

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January 9, 2025
#149

Mitigating Concentration Risk

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December 12, 2024
#148

Fixed Income Explained

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November 14, 2024
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