Insights Archive

All Commentary Video Article Podcast Whitepaper

Insights

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...

Read >

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...

Read >

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?...

Read >

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...

Read >

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...

Read >

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...

Read >

Roth Conversions: A Financial Planning Trifecta

October 25, 2019

Changes in income can happen often during your career. These fluctuations can be stressful but also present an opportunity...

Read >

Should You Pay Off Your Mortgage Early?

October 4, 2019

If you have enough savings, or can afford to sell an investment, paying off your mortgage early or making...

Read >

Choose Insurance Policies That Offer You the Protection You Need

September 6, 2019

When is the last time you reviewed your property and casualty policies, including homeowners insurance? Because it likely represents...

Read >

College Savings Strategies for High-Income Households

September 6, 2019

It’s no secret that college is costly, so it’s never too soon for parents to put a savings strategy...

Read >

Burned out on FIRE? Focus on Finding Significance

September 5, 2019

A recent trend once popular only within tight-knit circles of financial bloggers, the FIRE (Financial Independence, Retire Early) movement...

Read >

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...

Read >

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

#156

Raising Financially Savvy Children

Listen Now >

April 3, 2025

#155

Navigating and Controlling the Sale of Your Business

Listen Now >

March 20, 2025

#154

Lead with Confidence: Leadership & Mentorship Advice

Listen Now >

March 6, 2025

Meet Our Hosts

Sign Up For Our Newsletter

Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles.

Required Minimum Distributions: New Age, New Deadline