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

How to Report Fraudulent Unemployment Claims

How to Report Fraudulent Unemployment Claims

November 5, 2020
With unemployment on the rise due to the pandemic, so are fraudulent claims for benefits. According to the Federal...
Read >
Create a Will and Trusts to Protect Your Assets and Loved Ones

Create a Will and Trusts to Protect Your Assets and Loved Ones

November 5, 2020
Beloved Black Panther actor Chadwick Boseman sadly died without a will. What does that mean for his wife? She...
Read >
Tips For Teaching Your Grandkids To Be Financially Aware

Tips For Teaching Your Grandkids To Be Financially Aware

October 21, 2020
While many people are on a good path to retire comfortably, others wish they would have started saving earlier...
Read >
Mariner’s Divorce Checklist

Mariner’s Divorce Checklist

October 20, 2020
When navigating one of life’s hardest transitions, the amount of tasks to accomplish and emotional decisions to make can...
Read >
Finding Former Plan Participants Who Leave 401(k) Funds Behind

Finding Former Plan Participants Who Leave 401(k) Funds Behind

October 6, 2020
If you’ve tried to locate employees who have left your company and their 401(k) funds behind, they don’t respond...
Read >
Solving the Medicare Puzzle: What Pieces Am I Missing?

Solving the Medicare Puzzle: What Pieces Am I Missing?

October 5, 2020
Of all the elements that contribute to a successful retirement, finding proper health care coverage and the best way...
Read >
Don’t Put it Off—Review Your Estate Plan

Don’t Put it Off—Review Your Estate Plan

September 29, 2020
An estate plan review may rank right up there with doing your taxes, so you’ve likely been putting it...
Read >
Taking Care of a Family Member With a Disability

Taking Care of a Family Member With a Disability

September 1, 2020
It can be overwhelming to figure out how to create a wealth plan that helps you achieve all of...
Read >
With Tax Season Over Here Are a Few Things to Consider

With Tax Season Over Here Are a Few Things to Consider

August 19, 2020
For many families, “doing your taxes” is synonymous with a stressful scramble to assemble documents, coordinate with your accountant...
Read >
DOL Finalizes eDelivery for Mandatory Participant Communications

DOL Finalizes eDelivery for Mandatory Participant Communications

August 13, 2020
Effective July 27, 2020, the Department of Labor (DOL) and the Employee Benefits Security Administration (EBSA) issued a long...
Read >
In the Wake of a Pandemic, What Do I Need to Consider as My Child Leaves for College?

In the Wake of a Pandemic, What Do I Need to Consider as My Child Leaves for College?

August 4, 2020
With the coronavirus still being prevalent throughout the United States, I’m nervous about sending my child to college far...
Read >
Beyond the Finances: Are You Psychologically Ready to Retire?

Beyond the Finances: Are You Psychologically Ready to Retire?

July 20, 2020
Many of us dream about the freedom we’ll have when we retire—freedom to explore hobbies and set our own...
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

#149

Mitigating Concentration Risk

 Listen Now >
December 12, 2024
#148

Fixed Income Explained

 Listen Now >
November 14, 2024
#147

Scary Financial Mistakes to Avoid

 Listen Now >
October 31, 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