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Could Your Lifetime Social Security Benefit Exceed $1.5 Million?

Could Your Lifetime Social Security Benefit Exceed $1.5 Million?

October 3, 2022
While Social Security may seem like an afterthought compared to other retirement income sources, the benefit could exceed $1.5...
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Pension Planning

Pension Planning

September 22, 2022
In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...
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College Funding

College Funding

August 25, 2022
In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Mike MacKelvie , wealth advisor,...
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Cash Flow Management: Tips to Reach Your Wealth Goals

Cash Flow Management: Tips to Reach Your Wealth Goals

August 18, 2022
How do you, as an investor, sift through all these choices that you have when creating your wealth plan?...
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Buy-Sell Agreements for Dentists Preventing Disputes Over Value

Buy-Sell Agreements for Dentists Preventing Disputes Over Value

July 29, 2022
It is not uncommon to have partners or co-owners of your dental practice . With this scenario, it is...
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How Do Federal Reserve Interest Rate Hikes Affect Mortgage Loan Rates?

How Do Federal Reserve Interest Rate Hikes Affect Mortgage Loan Rates?

July 1, 2022
The Federal Reserve raised interest rates by .75% in June—its largest since 1994. 1 These ongoing rate hikes ultimately...
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What Is the Real Cost of Owning a Pet?

What Is the Real Cost of Owning a Pet?

June 9, 2022
Oftentimes, we only look at the short-term cost of owning a pet such as adoption fees, toys, food and...
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Medicare Surcharges: Do They Apply to You? Learn How to Appeal Them.

Medicare Surcharges: Do They Apply to You? Learn How to Appeal Them.

June 1, 2022
If you are a high-income earner, you could be hit with a Medicare surcharge. The good news is that...
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5 Most Common DIY Financial Pitfalls

5 Most Common DIY Financial Pitfalls

May 19, 2022
Are you doing your own investing and wealth planning without the help and guidance of a wealth advisor? In...
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Women and Investing: 3 Strategies to Bridge the Savings Gap

Women and Investing: 3 Strategies to Bridge the Savings Gap

April 4, 2022
Whether you’ve always been the sole financial decision-maker or have relied on a spouse or partner to manage the...
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Required Minimum Distribution Changes: What’s New in 2022

Required Minimum Distribution Changes: What’s New in 2022

February 1, 2022
Figuring we’ll all live a little longer, the IRS updated the life expectancy table, as of Jan. 1, 2022....
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2022 Crystal Ball Outlook

2022 Crystal Ball Outlook

January 31, 2022
Our own Jeff Krumpelman , chief investment strategist and head of equities, and Katrina Radenberg , chief investment officer...
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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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