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Insights

Acquiring A Large Sum Of Money

Acquiring A Large Sum Of Money

January 5, 2023
Due to a variety of life circumstances, people sometimes find themselves acquiring a large lump sum of money through...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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What We’re Grateful For

What We’re Grateful For

November 17, 2022
In preparation for Thanksgiving, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor, share what they...
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Establish A Donor-Advised Fund: Give to Charities While Enjoying Tax Advantages

Establish A Donor-Advised Fund: Give to Charities While Enjoying Tax Advantages

November 4, 2022
You may be wondering how you can minimize your tax burden and do some good at the same time....
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5 Financial Decisions That Could Haunt You

5 Financial Decisions That Could Haunt You

October 27, 2022
In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and special guest Joe Reynoldson...
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The Emotional Side of Financial Decision Making

The Emotional Side of Financial Decision Making

October 13, 2022
In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Mike MacKelvie , wealth...
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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

#148

Fixed Income Explained

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November 14, 2024
#147

Scary Financial Mistakes to Avoid

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October 31, 2024
#146

2025 Estate Tax Exemption

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October 17, 2024
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