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Plan Ahead: Know the 7 Medical Costs Medicare Doesn’t Cover

September 27, 2022

As you approach age 65, you may be looking forward to having Medicare benefits. To plan ahead prior to...

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Could Your Lifetime Social Security Benefit Exceed $1 Million?

September 26, 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

September 22, 2022

In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...

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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

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

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?

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

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?

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

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

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

August 25, 2022

In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Mike MacKelvie , wealth advisor,...

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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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