All
Answers to 401(k) Questions

Answers to 401(k) Questions

January 16, 2023
Here are a few answers to less-common questions about 401(k) retirement accounts. Q: What can I do with...
Read
Should You Roll Over an IRA to an HSA?

Should You Roll Over an IRA to an HSA?

January 5, 2023
For many people, health savings accounts (HSAs) provide an affordable way to pay for medical expenses. To make pre-tax...
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
Make the Most of Your Retirement Plan Contributions

Make the Most of Your Retirement Plan Contributions

January 2, 2023
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
Read
IRAs: Traditional or Roth?

IRAs: Traditional or Roth?

December 28, 2022
There are more retirement account options today than ever, including traditional IRAs and Roth IRAs. Compare the features, benefits...
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
How to Help Your Kids Be Financially Literate

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...
Tune In
Investing for Impact

Investing for Impact

March 7, 2022
You and your family have unique financial goals. Often, those goals are based on individual and family values. You...
Read
Socially Conscious Investing Continues to Grow in Popularity

Socially Conscious Investing Continues to Grow in Popularity

January 5, 2022
Most of us try to do our part for the environment. We recycle. Some of us buy hybrid cars....
Read
Traditional 401(k), Roth 401(k) or both?

Traditional 401(k), Roth 401(k) or both?

July 28, 2021
Retirement savings plans can be confusing. If you’re in the working world, chances are that your employer offers a...
Read
Three Strategies for Tax-Efficient Investing

Three Strategies for Tax-Efficient Investing

July 20, 2021
Developing and managing a comprehensive, adaptable investment strategy is challenging enough on its own. When you factor in the...
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

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.

LATEST EPISODES

Meet Our New 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