Call Us: 800-384-1756
All Wealth Planning Services Insurance Strategies Behavioral Finance Retirement Planning Trust & Estate Planning Commentary Tax
All Commentary Video Article Podcast Whitepaper

Insights

Reaching Your Financial Goals & New Year’s Resolutions

Reaching Your Financial Goals & New Year’s Resolutions

January 5, 2023
To kick off the new year, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor, share...
Tune In >
Tax Strategies for Funding Higher Education

Tax Strategies for Funding Higher Education

January 4, 2023
Parents typically use 529 accounts to cover the costs of paying for their children’s college. The advantages are that...
Read >
How the Timing of Withdrawals Can Make or Break Your Portfolio

How the Timing of Withdrawals Can Make or Break Your Portfolio

January 4, 2023
The saying “timing is everything” rings especially true when you are ready to retire and plan to start withdrawing...
Read >
Noncash Charitable Donations

Noncash Charitable Donations

January 3, 2023
Many investors will seek to offset potential tax liabilities by maximizing charitable donations. Making noncash charitable contributions can be...
Read >
2023 Social Security Tax and Benefits Update for High Earners

2023 Social Security Tax and Benefits Update for High Earners

January 3, 2023
With inflation continuing to take a bite out of retirement benefits, the Social Security Administration has made some significant...
Read >
Congress Passes Secure 2.0 Act Bringing Big Changes to Saving for Retirement

Congress Passes Secure 2.0 Act Bringing Big Changes to Saving for Retirement

January 2, 2023
At the end of 2022, Congress passed SECURE 2.0 Act legislation as part of a larger spending bill. SECURE...
Read >
Accessing Your Risk Tolerance

Accessing Your Risk Tolerance

December 31, 2022
When the markets are volatile, you may be hesitant to login to your retirement accounts to see how much...
Read >
End of Year Wealth Planning Checklist

End of Year Wealth Planning Checklist

December 15, 2022
With only a few weeks left in the year, make sure you check everything off your financial list. On...
Tune In >
Navigating Financial Conflicts Between Spouses Part 2

Navigating Financial Conflicts Between Spouses Part 2

December 8, 2022
In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Christina Lynn, practice management...
Tune In >
Should You Make a Qualified Charitable Distribution (QCD) by Year-end?

Should You Make a Qualified Charitable Distribution (QCD) by Year-end?

December 2, 2022
As you talk with your wealth advisor on ways to reduce your taxable income by year-end, you might want...
Read >
Navigating Financial Conflicts Between Spouses Part 1 

Navigating Financial Conflicts Between Spouses Part 1 

December 1, 2022
In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Christina Lynn, practice management...
Tune In >
Sequence of Returns Risk: The $1,000,000+ Timing Risk in Retirement

Sequence of Returns Risk: The $1,000,000+ Timing Risk in Retirement

November 30, 2022
The timing of when you begin to draw income from retirement accounts, not necessarily average returns, can be worth...
Watch >

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 

 Listen Now >
January 9, 2025
#149

Mitigating Concentration Risk

 Listen Now >
December 12, 2024
#148

Fixed Income Explained

 Listen Now >
November 14, 2024
Meet Our Hosts

Check Out Our Live Webinars

We cover the economy, markets, taxes and more. Hear our views on timely topics.

Get Details

Sign Up For Our Newsletter

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

Contact Us