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

New Coronavirus Relief Package to Help Aid Americans and Businesses

New Coronavirus Relief Package to Help Aid Americans and Businesses

March 2, 2020
Congress recently passed the “Families First Coronavirus Response Act,” bill, and the president signed it into law March 18,...
Read >
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...
Read >
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’...
Read >
Should You Pay Off Your Mortgage Early?

Should You Pay Off Your Mortgage Early?

October 4, 2019
If you have enough savings, or can afford to sell an investment, paying off your mortgage early or making...
Read >
College Savings Strategies for High-Income Households

College Savings Strategies for High-Income Households

September 6, 2019
It’s no secret that college is costly, so it’s never too soon for parents to put a savings strategy...
Read >
Burned out on FIRE? Focus on Finding Significance

Burned out on FIRE? Focus on Finding Significance

September 5, 2019
A recent trend once popular only within tight-knit circles of financial bloggers, the FIRE (Financial Independence, Retire Early) movement...
Read >
Protect Yourself: Cyber Fraud Alert

Protect Yourself: Cyber Fraud Alert

September 3, 2019
As technology continues to advance and provide additional ways for consumers to manage their finances, cyber criminals create more...
Read >
A Letter of Instruction – Providing Peace and Comfort to Your Loved Ones

A Letter of Instruction – Providing Peace and Comfort to Your Loved Ones

July 28, 2019
Q: How does a letter of instruction help my family? A:  Besides providing your family with the peace...
Read >
Top Financial Concerns Of Professional Women

Top Financial Concerns Of Professional Women

May 20, 2019
Women are frequently pulled in many different directions. Oftentimes, juggling the responsibilities of a career, family and household leaves...
Read >
Life Transitions: The Importance Of Working With An Advisor Who Understands

Life Transitions: The Importance Of Working With An Advisor Who Understands

April 30, 2019
When evaluating potential financial advisors, it is imperative to choose one who is technically qualified to care for your...
Read >
Sending Your Child To College? Make Sure They Sign These Two Documents First

Sending Your Child To College? Make Sure They Sign These Two Documents First

April 25, 2019
With the fall semester rapidly approaching, many parents are frantically trying to help their soon-to-be college student buy dorm...
Read >
Homebuying from a Wealth Advisor’s Perspective

Homebuying from a Wealth Advisor’s Perspective

April 4, 2019
Each Spring as the days get longer and flowers begin to bloom, so too do the hours spent by...
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