Call Us: 800-384-1756
All Wealth Planning Services Insurance Strategies Behavioral Finance Retirement Planning Trust & Estate Planning Commentary Tax
All
Tax Strategies for Funding Higher Education

Tax Strategies for Funding Higher Education

January 4, 2023
Parents typically use 529 accounts to cover the costs of paying for their children’s college. The advantages are that...
Read
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...
Tune In
Cybersecurity: 10 Tips To Protect Yourself And Your Personal Data

Cybersecurity: 10 Tips To Protect Yourself And Your Personal Data

October 1, 2022
As major companies continue to experience system compromises that result in the theft of personal data, it is more...
Read
Technology Vs. Human Output: Both Have Their Place at Our Firm

Technology Vs. Human Output: Both Have Their Place at Our Firm

July 29, 2021
The headlines are everywhere… “AI Revolution in 2021: 5 Industries That Are Thriving With Artificial Intelligence.” 1 “In...
Read
5 Tips for Managing Sudden Wealth

5 Tips for Managing Sudden Wealth

May 28, 2021
Have you experienced a sudden windfall? If so, you’ll likely deal with financial and emotional changes as you adjust...
Read
Education Funding Strategies

Education Funding Strategies

March 17, 2021
When planning for a loved one’s education, it might make sense to combine college saving with estate planning. In...
Read
When is the Right Time to Work With an Advisor?

When is the Right Time to Work With an Advisor?

February 17, 2021
Very few people graduate school and immediately search for a wealth advisor. Instead, we understandably focus on our careers...
Read
Women Often Put Others First, Why Not Their Retirement Too?

Women Often Put Others First, Why Not Their Retirement Too?

February 2, 2021
Women juggle a lot of roles, from career professional to caregiver, but there’s one crucial thing most don’t do...
Read
Relief For Students

Relief For Students

January 21, 2021
If you have a college student who has had his or her semester of in-class learning turned into a...
Read
Women’s Stock is Rising: Why Aren’t Their Portfolios?

Women’s Stock is Rising: Why Aren’t Their Portfolios?

January 7, 2021
When it comes to investing, women are underrepresented and underserved. Because they live longer than men, earn less and...
Read
How to Select a Philanthropic Organization to Support

How to Select a Philanthropic Organization to Support

January 3, 2021
Recent studies show that we are a very giving country. In 2019, the United States was estimated to have...
Read
Moody Money: A Look Into Financial Anxiety (25:24)

Moody Money: A Look Into Financial Anxiety (25:24)

May 19, 2020
Many of us have experienced some level of stress when it comes to money, but some individuals experience symptoms...
Tune In

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

#117

What is an Annuity and How Does it Work?

June 1, 2023
Tune In
#116

Creating Your Estate Plan

May 25, 2023
Tune In
#115

Picking the Right Trustee 

May 18, 2023
Tune In
Meet Our Hosts

Check Out Our Live Webinars

We cover the economy, markets, taxes and more. Hear our views on timely topics.

Get Details

Sign Up For Our Newsletter

Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles.

Contact Us