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Insights

Women’s Stock is Rising: Why Aren’t Their Portfolios?

Women’s Stock is Rising: Why Aren’t Their Portfolios?
January 7, 2021
When it comes to investing, women are underrepresented and underserved. Because they live longer than men, earn less and...
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Tips For Teaching Your Grandkids To Be Financially Aware

Tips For Teaching Your Grandkids To Be Financially Aware
October 21, 2020
While many people are on a good path to retire comfortably, others wish they would have started saving earlier...
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Divorcing During the Pandemic? Here’s What You Need to Know

Divorcing During the Pandemic? Here’s What You Need to Know
July 1, 2020
The pandemic continues to affect families and relationships across the country, making working through the realities of divorce potentially...
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Navigating Divorce in New Jersey During a Pandemic: Insights From Wealth Advisors and Family Law Attorneys

Navigating Divorce in New Jersey During a Pandemic: Insights From Wealth Advisors and Family Law Attorneys
June 8, 2020
With the COVID-19 pandemic impacting families and relationships across the country, now more than ever, working through the realities...
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Should Everyone With Children in College Fill Out The FAFSA?

Should Everyone With Children in College Fill Out The FAFSA?
June 3, 2020
Even though you can afford to cover the cost of college tuition, it may make sense for your family to...
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CARES Act: What Does It Mean For You?

CARES Act: What Does It Mean For You?
April 2, 2020
The full impact of the COVID-19 (coronavirus) Pandemic will not likely be known for many years. With new phrases...
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Required Minimum Distributions: New Age, New Deadline

Required Minimum Distributions: New Age, New Deadline
March 5, 2020
The SECURE Act has changed the required minimum distribution (RMD) rules. Most of us now have until age 72...
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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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Retirement Planning with Heart and Head

Retirement Planning with Heart and Head
January 23, 2020
Planning for retirement can be overwhelming. Often times, retirement planning is reduced to numbers. How much will I need?...
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Health vs Wealth: Why Not Both?

Health vs Wealth: Why Not Both?
January 15, 2020
The quest for good health is an ingrained pursuit in our society, and every year billions of dollars are...
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Are You SECURE in Your Retirement Planning?

Are You SECURE in Your Retirement Planning?
January 2, 2020
Signed into law December 2019, the Setting Every Community Up for Retirement Enhancement bill, or SECURE Act, includes sweeping...
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Common Social Security Myths

Common Social Security Myths
October 29, 2019
Social Security is a federal insurance program that provides benefits to retired people and those who are unemployed or...
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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

#166

2026 financial reset: what to prioritize now

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January 22, 2026
#165

From experience to impact: A leader’s journey

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December 11, 2025
#164

Growing forward—insights on leadership and life

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November 13, 2025
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