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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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5 Benefits of a Health Savings Account

5 Benefits of a Health Savings Account

November 10, 2022
In this week’s episode of Your Life Simplified, Mike MacKelvie , wealth advisor, and special guest Kevin Ahern, human...
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Getting the Most Out of Open Enrollment

Getting the Most Out of Open Enrollment

November 3, 2022
In this week’s episode of Your Life Simplified, Mike MacKelvie , wealth advisor, and special guest Kevin Ahern, human...
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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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Donor-Advised Funds

Donor-Advised Funds

October 20, 2022
In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Mike MacKelvie , wealth...
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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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Retirement Plan Rollover

Retirement Plan Rollover

October 6, 2022
In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...
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End of Year Tax Checklist

End of Year Tax Checklist

September 29, 2022
In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...
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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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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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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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