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Insights

An Alarming Trend: The Opioid Epidemic (30:40)

An Alarming Trend: The Opioid Epidemic (30:40)

July 16, 2019
Since their introduction, opioids have been an effective tool in pain management for many. Unfortunately, they have also been...
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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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Simplifying Senior Living: What’s the Right Choice for You? (34:54)

Simplifying Senior Living: What’s the Right Choice for You? (34:54)

June 25, 2019
As we grow older, we will all need to make choices regarding senior living. Whether you’re making decisions for...
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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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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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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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