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Insights

P&G Earnings Report and Stock Price Reaction

P&G Earnings Report and Stock Price Reaction

January 28, 2020
P&G delivered another solid quarter with 5% organic sales growth and better than expected profitability. The stock finished down...
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Retirement Planning with Heart and Head

Retirement Planning with Heart and Head

January 23, 2020
Planning for retirement can be overwhelming. Often times, retirement planning is reduced to numbers. How much will I need?...
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Health vs Wealth: Why Not Both?

Health vs Wealth: Why Not Both?

January 15, 2020
The quest for good health is an ingrained pursuit in our society, and every year billions of dollars are...
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New Bill Changes Retirement Savings Landscape

New Bill Changes Retirement Savings Landscape

January 3, 2020
The recently passed Setting Every Community Up for Retirement Enhancement bill, referred to as the SECURE Act, represents the...
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Are You SECURE in Your Retirement Planning?

Are You SECURE in Your Retirement Planning?

January 2, 2020
Signed into law December 2019, the Setting Every Community Up for Retirement Enhancement bill, or SECURE Act, includes sweeping...
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Key SECURE Act Provisions and Effective Dates

Key SECURE Act Provisions and Effective Dates

December 18, 2019
Provisions Description Effective Dates Division M: Bipartisan American Miners Act Reduction...
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Tips for Improving Your Credit Score

Tips for Improving Your Credit Score

December 3, 2019
Are you thinking about buying a second home and want a favorable interest rate on your mortgage and homeowners’...
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Cash Balance Plans: Pros and Cons for Employers and Employees

Cash Balance Plans: Pros and Cons for Employers and Employees

November 22, 2019
As a plan sponsor, if you’re looking for an alternative plan that can help associates accelerate their savings, particularly...
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Common Social Security Myths

Common Social Security Myths

October 29, 2019
Social Security is a federal insurance program that provides benefits to retired people and those who are unemployed or...
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SIMPLE IRA vs. 401(k)

SIMPLE IRA vs. 401(k)

October 28, 2019
Have Your Clients Outgrown Their SIMPLE IRA? For small companies, a SIMPLE IRA can make sense as...
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Roth Conversions: A Financial Planning Trifecta

Roth Conversions: A Financial Planning Trifecta

October 25, 2019
Changes in income can happen often during your career. These fluctuations can be stressful but also present an opportunity...
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P&G Earnings Report and Stock Price Reaction

P&G Earnings Report and Stock Price Reaction

October 24, 2019
Beat and raise is a great start to the year! Procter & Gamble’s stock rose 2.6 percent after posting...
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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

#149

Mitigating Concentration Risk

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December 12, 2024
#148

Fixed Income Explained

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November 14, 2024
#147

Scary Financial Mistakes to Avoid

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October 31, 2024
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