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Strategies to Manage Risk Including Rising Inflation

Strategies to Manage Risk Including Rising Inflation

June 27, 2022
When it comes to reaching your goals—retiring early, buying a second home, paying for your child’s college, travel—one factor...
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Your Life Simplified Insights

Real Estate Investing Part 1: Holding Property & Interest Rates

June 16, 2022
Are you looking to invest in real estate? In this week’s episode of Your Life Simplified, Mike MacKelvie ,...
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Your Life Simplified Insights

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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April Showers Bring May Flowers—Nice to See Signs of Life as May Wraps Up

Staying Calm Despite Transitions in the Market and Economy

June 2, 2022
“Patience Is a Virtue.” “Good Things Come to Those Who Wait.” – English Poets, William Langland and...
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Recession – Not Yet

Recession: Indicators Say Not Yet

June 2, 2022
Most of my readers know I use three current indicators to give a warning of an upcoming recession. These...
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Your Life Simplified Insights

How to Help Your Kids Be Financially Literate

June 2, 2022
How can you help kids learn how to handle money and be financially literate? In this episode, Valerie Escobar...
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3 Strategies to Consider Before Selling an Investment Property

3 Strategies to Consider Before Selling an Investment Property

June 1, 2022
As you think about retirement, if you own real estate, you may be wondering if it’s time to cash...
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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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Your Life Simplified Insights

5 Tax Strategies to Help Save Money

May 26, 2022
In this week’s podcast episode, Valorie Escobar , senior wealth advisor, and Mike MacKelvie , wealth advisor, walk through...
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Your Life Simplified Insights

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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April Tested Investors' Souls But We Stand By Our Base Case

April Tested Investors’ Souls, But We Stand By Our Base Case

May 5, 2022
“ And now you know the rest of the story.” — Paul Harvey, Iconic American Radio Broadcaster Stocks...
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Assisted Living: 7 Strategies for Helping Your Parent Manage the Transition

Assisted Living: 7 Strategies for Helping Your Parent Manage the Transition

May 4, 2022
Do You See Your Parents’ Health Declining? The signs are there, although you may have tried to deny...
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