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Insights

Develop a Social Security Strategy

Develop a Social Security Strategy

July 26, 2019
Whether retirement is a few years or a decade away, you may wonder when to start receiving Social Security...
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Plan Ahead for Medicare

Plan Ahead for Medicare

July 10, 2019
As we look ahead to retirement, we realize that we have to sign up for Medicare, but we may...
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How Do I Insure Fine Arts, Antiques And Collectibles?

How Do I Insure Fine Arts, Antiques And Collectibles?

July 8, 2019
I am beginning to accumulate artwork, antiques and collectibles. Are these items covered by my homeowners insurance policy should...
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Starting A Business: Is it Ready For The Sharks?

Starting A Business: Is it Ready For The Sharks?

June 11, 2019
On ABC’s hit show “Shark Tank,” individuals in the early stages of creating and growing their business solicit investments...
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Hype vs. Reality: 10 Financial Planning Tips to Help Cut Through the Clutter

Hype vs. Reality: 10 Financial Planning Tips to Help Cut Through the Clutter

June 4, 2019
During periods of stock market highs, the temptation to plunge into potentially risky investments can be strong. We’ve all...
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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...
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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...
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Social Media & iTunes Accounts Can (And Should) Be Part Of Your Estate Plan

Social Media & iTunes Accounts Can (And Should) Be Part Of Your Estate Plan

April 29, 2019
Q: What is a Digital Asset? A:  Digital assets are any type of digital content owned by an...
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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...
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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...
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Life Is Uncertain – Consider Disability Insurance

Life Is Uncertain – Consider Disability Insurance

March 13, 2019
You never know when an injury or illness might affect your income-earning ability. To financially protect your family, and...
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P&G Options Move to E*Trade

P&G Options Move to E*Trade

February 22, 2019
Earlier this year Procter & Gamble started moving its stock option platform away from the legacy platform that has...
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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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