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

10 Things to Know About Business Valuation

10 Things to Know About Business Valuation

February 1, 2023
Understanding the ins and outs of a business valuation is useful for many reasons. Business owners can use a...
Read >
History of the Financial Markets: A Look Back at the Last 100 Years

History of the Financial Markets: A Look Back at the Last 100 Years

January 26, 2023
In celebration of Your Life Simplified’s 100th episode, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth...
Tune In >
5 Costly Roth IRA Mistakes to Avoid

5 Costly Roth IRA Mistakes to Avoid

January 19, 2023
A Roth IRA is an important component of your retirement portfolio. In this episode of Your Life Simplified,...
Tune In >
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 >
Stock Options Explained

Stock Options Explained

January 12, 2023
On this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, is joined by special guest, Brett...
Tune In >
What You Need to Know About Kiddie Tax

What You Need to Know About Kiddie Tax

January 8, 2023
Kiddie tax is a tax law that was implemented in 1986 to prevent parents from taking advantage of lower...
Read >
Acquiring A Large Sum Of Money

Acquiring A Large Sum Of Money

January 5, 2023
Due to a variety of life circumstances, people sometimes find themselves acquiring a large lump sum of money through...
Read >
Investors Say Good Riddance to 2022. What’s in Store for 2023?

Investors Say Good Riddance to 2022. What’s in Store for 2023?

January 5, 2023
Last year was simply painful. All three major large-cap U.S. equity indices were in the red. The Dow Jones...
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 >
A Look at What’s Ahead for the 2023 Economy

A Look at What’s Ahead for the 2023 Economy

January 5, 2023
As we turn the page on a new year, it is a good time to think about the economy...
Read >
Reaching Your Financial Goals & New Year’s Resolutions

Reaching Your Financial Goals & New Year’s Resolutions

January 5, 2023
To kick off the new year, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor, share...
Tune In >
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 >

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

#137

How Parents Can Teach Teens About Investing

 Listen Now >
April 18, 2024
#136

Why Working With a Wealth Advisor Is Important

 Listen Now >
April 4, 2024
#135

Tax Implications of Roth IRAs and Roth 401(k)s

 Listen Now >
March 14, 2024
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