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Insights

Community Involvement: Giving Back So We All Move Forward

Community Involvement: Giving Back So We All Move Forward

October 18, 2021
If you’ve always wanted to give back to the community where you live and work, but wonder how to...
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Legacy Planning: Discussing Wealth Transfer with the Next Generation

Legacy Planning: Discussing Wealth Transfer with the Next Generation

October 18, 2021
When it comes to multi-generational wealth planning and how prepared children and grandchildren are to receive an inheritance, there...
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Take a Deep Breath…Meditation and Mindfulness

Take a Deep Breath…Meditation and Mindfulness

October 18, 2021
When there are so many outside factors affecting our well-being, it can be very beneficial to take a moment...
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Financial Benefits of Moving to Washington State

Financial Benefits of Moving to Washington State

October 14, 2021
The Pacific Northwest is a beautiful place to relocate to, especially if you’re someone who loves the outdoors. Living...
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Decoding Digital Assets: Are They Right for You?

Decoding Digital Assets: Are They Right for You?

October 5, 2021
If you’ve been wondering whether digital assets fit with your overall investment strategy but have questions, we’ll break down...
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Here in My Car: What’s Driving the Auto Industry?

Here in My Car: What’s Driving the Auto Industry?

October 5, 2021
We’ve all seen the automotive industry headlines lately; chip shortages and used car scarcities, to name a few. In...
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How Can I Legally Make Financial Decisions for Loved Ones?

How Can I Legally Make Financial Decisions for Loved Ones?

October 4, 2021
As parents and grandparents age, adult children may find that they need to step in to assist with financial...
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5 Tips for Building Wealth: A Guide for the Next Generation

5 Tips for Building Wealth: A Guide for the Next Generation

September 28, 2021
If your child or grandchild is just getting started on their financial journey, from building credit to saving for...
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Unleash Greatness: Understanding and Utilizing Leadership Coaching

Unleash Greatness: Understanding and Utilizing Leadership Coaching

September 7, 2021
When looking for ways to improve success within an organization or business, individuals may consider reaching out to a...
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Discover the Tax Advantages of Health Savings Accounts

Discover the Tax Advantages of Health Savings Accounts

September 2, 2021
A tax-advantaged health savings account (HSA) allows you to pay for eligible medical expenses while working and after you...
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Tales from the Crypto…Understanding Digital Assets

Tales from the Crypto…Understanding Digital Assets

August 18, 2021
Blockchain, cryptocurrency, Digital Ledger Technology. These terms are becoming commonplace in the news cycle, on social media and even...
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High Earners Aren’t Eligible for 2021 Child Tax Credit

High Earners Aren’t Eligible for 2021 Child Tax Credit

August 4, 2021
If you’re wondering whether you’re eligible for the 2021 child tax credit, eligibility is as follows: taxpayers with adjusted...
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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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