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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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College Planning: Going Beyond the Dollar Signs (31:52)

College Planning: Going Beyond the Dollar Signs (31:52)

May 14, 2019
It’s no secret higher education tuition costs are rapidly rising. So when it comes to college planning your mind...
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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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Tips on Home Buying and Selling (29:21)

Tips on Home Buying and Selling (29:21)

April 23, 2019
Many of us have heard the adage about location being everything when it comes to real estate, but what...
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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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Home is Where the Heart is…Especially in Taxes (17:59)

Home is Where the Heart is…Especially in Taxes (17:59)

April 2, 2019
When it comes to filing your taxes, the rate at which your income is taxed can vary based on...
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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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New Tax Plan…So Many New Decisions To Be Made (29:46)

New Tax Plan…So Many New Decisions To Be Made (29:46)

March 12, 2019
New tax season, new tax laws. How do you decide whether you should choose a tax preparer or a...
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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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