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Your Life Simplified Insights

Pension Planning

In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...
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All Wealth Planning Services Insurance Strategies Behavioral Finance Retirement Planning Trust & Estate Planning Commentary Tax
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Tax-Loss Harvesting

Tax-Loss Harvesting

September 15, 2022
In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...
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Executive Compensation

Executive Compensation

September 8, 2022
Compensation for executives can come in different forms and be more complicated than simply earning a salary. In this...
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7 Common Estate Planning Mistakes to Avoid

7 Common Estate Planning Mistakes to Avoid

September 6, 2022
Simply stated, estate planning is the process of developing and implementing a “master plan” to facilitate the distribution of...
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Inflation Reduction Act: Could It Lower Your Medicare Drug Costs?

Inflation Reduction Act: Could It Lower Your Medicare Drug Costs?

September 5, 2022
The Inflation Reduction Act recently signed into law by President Biden includes many provisions designed to cut the cost...
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Tax Planning During Market Corrections

Tax Planning During Market Corrections

September 3, 2022
Economic downturns and market corrections can provide opportunities for investors. Though it may be painful to watch your account...
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July to Mid-August Rally Followed by Late August Swoon—What’s Next?

July to Mid-August Rally Followed by Late August Swoon—What’s Next?

September 2, 2022
“And when things start to happen, don’t worry don’t stew, just go right along, you’ll start happening too.” ...
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Capitalism—The Best Game in Town

Capitalism—The Best Game in Town

September 1, 2022
Most economists and analysts don’t deal with longer-term trends, which are harder to predict because the variables fluctuate and...
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Long-Term Care Insurance Explained

Long-Term Care Insurance Explained

September 1, 2022
Long-term care insurance can be complex and costly. With so many different plans available, it can be difficult to...
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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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ESG: Align Investments with Values

ESG: Align Investments with Values

August 11, 2022
The one constant in life is change, and the investment world is certainly no exception. As the world changes,...
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Was July Just a Dead Cat Bounce in a Bear Market or the Start of a New Bull Run?

Was July Just a Dead Cat Bounce in a Bear Market or the Start of a New Bull Run?

August 4, 2022
“There’s a reason why your windshield is bigger than your rearview mirror. Where you are going is more important...
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Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike, Valerie and Katie share need-to-know insights about finances and wealth.

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Pension Planning

September 22, 2022
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Executive Compensation

September 8, 2022
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#82

Long-Term Care Insurance Explained

September 1, 2022
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