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Insights

When to Consider a Roth IRA Conversion

When to Consider a Roth IRA Conversion

February 2, 2021
Sometimes life events, such as launching a new business, can mean a temporary reduction in household income. During times...
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Women Often Put Others First, Why Not Their Retirement Too?

Women Often Put Others First, Why Not Their Retirement Too?

February 2, 2021
Women juggle a lot of roles, from career professional to caregiver, but there’s one crucial thing most don’t do...
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IRA Conversions: What You Need To Know

IRA Conversions: What You Need To Know

January 30, 2021
Q: What exactly is an Individual Retirement Account (IRA) conversion and why would I want to take part in...
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Discover the Benefits of Establishing a 401(k) over a SEP or Simple IRA

Discover the Benefits of Establishing a 401(k) over a SEP or Simple IRA

January 29, 2021
A 401(k) plan not only offers higher contribution limits but provides more options to your business for managing costs...
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Your Questions, Answered: Small Business Savings

Your Questions, Answered: Small Business Savings

January 28, 2021
On this week’s episode of Your Questions, Answered  Patricia Kummer  and  Brian Leitner  discuss tools to help small businesses...
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Your Family’s Most Difficult Conversation

Your Family’s Most Difficult Conversation

January 27, 2021
Despite the fact that entering into a caregiving relationship is life-altering for both the caregiver and the care recipient,...
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Potential Impacts of Biden’s Proposed Tax Policy on High-Net-Worth Individuals

Potential Impacts of Biden’s Proposed Tax Policy on High-Net-Worth Individuals

January 22, 2021
With Joe Biden now president, many wonder how his proposed tax policy might impact high-net-worth individuals. Here’s an overview...
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Relief For Students

Relief For Students

January 21, 2021
If you have a college student who has had his or her semester of in-class learning turned into a...
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Your Questions, Answered: Executive Compensation

Your Questions, Answered: Executive Compensation

January 21, 2021
On this week’s episode of Your Questions, Answered  Lindsey McCool  and  Brian Leitner  discuss how to develop an executive...
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There’s No Place Like Home…for Work

There’s No Place Like Home…for Work

January 20, 2021
Even before the pandemic, working from home has become a norm in our society. Whether you do your job...
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Jeff Krumpelman Guest Appearance on Bloomberg Radio

Jeff Krumpelman Guest Appearance on Bloomberg Radio

January 15, 2021
The following recording is from  Bloomberg Radio  in which our own  Jeff Krumpelman  was a guest discussing the disconnect...
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Our 2021 Crystal Ball Economic Outlook​

Our 2021 Crystal Ball Economic Outlook​

January 14, 2021
Who would have thought the U.S. large-cap stock market would exhibit so much strength in 2020 — a year...
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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

#150

Behind the Scenes With a Chief Investment Strategist 

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January 9, 2025
#149

Mitigating Concentration Risk

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December 12, 2024
#148

Fixed Income Explained

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November 14, 2024
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