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Insights

Planning for Physicians

Planning for Physicians

March 2, 2020
Physicians have unique financial planning needs – Is your advisor prepared to meet them? Medical professionals have taken...
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Executive Guide To Making the Right Compensation Decisions

Executive Guide To Making the Right Compensation Decisions

February 27, 2020
As a busy executive with significant leadership and management responsibilities, you may be so focused on day-to-day business that...
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Wealth Planning Considerations for Dentists and Dental Professionals

Wealth Planning Considerations for Dentists and Dental Professionals

February 27, 2020
At every stage of their development, dentists and dental professionals might benefit from working with an advisor to create...
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Long-Term Care (LTC) Insurance—Is It Right For You?

Long-Term Care (LTC) Insurance—Is It Right For You?

February 20, 2020
As we age, our health care needs may grow. And while most of us would prefer to remain in...
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Maximizing your Qualified Business Income Deduction

Maximizing your Qualified Business Income Deduction

February 19, 2020
Have you heard about the 20 percent income tax deduction on “qualified business income (QBI)” and wonder if it...
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Love or Money…Why Not Both? (27:23)

Love or Money…Why Not Both? (27:23)

February 18, 2020
Whether couples have shared or separate accounts, it’s important to communicate about finances, values and goals. Having these discussions...
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Procter & Gamble Stock Option Reporting Changes

Procter & Gamble Stock Option Reporting Changes

February 10, 2020
With the move of the P&G stock options plan to E*Trade, employees and retirees should consider paying special attention...
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Getting The Most Out Of Your Retirement

Getting The Most Out Of Your Retirement

February 3, 2020
The Internal Revenue Service and corporate America have provided workers significant opportunities to fund their families’ financial futures in...
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Considerations for Retirement Plan Withdrawals

Considerations for Retirement Plan Withdrawals

February 1, 2020
At age 59½, individuals are able to begin taking withdrawals from qualified retirement plans without incurring a 10% federal...
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Financial Advice: It Shouldn’t Be the Same for Everyone

Financial Advice: It Shouldn’t Be the Same for Everyone

January 30, 2020
Have you ever received unsolicited financial advice? Your friend tells you Roth IRAs are a home run. Your neighbor...
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New Tax Law Could Impact Your Retirement (27:58)

New Tax Law Could Impact Your Retirement (27:58)

January 28, 2020
On December 20, 2019, the Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, became law....
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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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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

#142

Never Pay Full Price for College

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August 8, 2024
#141

Building Wealth as a Young Professional

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July 11, 2024
#140

In 2024, Should You Rent or Buy Your Home?

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June 13, 2024
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