Call Us: 800-384-1756
All Wealth Planning Services Insurance Strategies Behavioral Finance Retirement Planning Trust & Estate Planning Commentary Tax
All Commentary Video Article Podcast Whitepaper

Insights

Teach Your Child to Be Financially Independent

Teach Your Child to Be Financially Independent

April 17, 2025
Most parents’ goal for their children is to be financially independent once they leave the nest. So, how do...
Tune In >

Cybersecurity: 10 Tips To Protect Yourself And Your Personal Data

October 1, 2024
Technology continues to advance, especially with the growing use of Artificial Intelligence (AI). While it provides additional ways for...
Read >
How to Select a Philanthropic Organization to Support

How to Select a Philanthropic Organization to Support

August 1, 2023
Recent studies show that we are a very giving country. In 2019, the United States was estimated to have...
Read >
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 >
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...
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 >

Podcasts

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

#159

Financial Foresight: Why Learning Before You Decide Matters

 Listen Now >
May 15, 2025
#158

Estate Planning for Blended Families

 Listen Now >
May 1, 2025
#157

Teach Your Child to Be Financially Independent

 Listen Now >
April 17, 2025
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