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Insights

Cash Flow Management: Tips to Reach Your Wealth Goals

Cash Flow Management: Tips to Reach Your Wealth Goals

August 18, 2022
How do you, as an investor, sift through all these choices that you have when creating your wealth plan?...
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How Inflation Impacts Yields

How Inflation Impacts Yields

August 4, 2022
Inflation is unavoidable right now. You see it everywhere you look and on the news, but what can we...
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How to Use Insurance Strategically

How to Use Insurance Strategically

August 3, 2022
Consider talking to your wealth advisor about the following insurance-related strategies to allow you to maximize the wealth you...
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Trusts Offering a Silver Lining in a High Interest Rate Climate

Trusts Offering a Silver Lining in a High Interest Rate Climate

August 2, 2022
Given the current high interest rate environment, you may be wondering whether there are strategies you can employ to...
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Discover the Tax Advantages of “Superfunding” a 529 Plan

Discover the Tax Advantages of “Superfunding” a 529 Plan

August 1, 2022
A 529 plan offers tax and estate planning advantages for those funding the cost of higher education for a...
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2022 Mid-Year Crystal Ball Outlook

2022 Mid-Year Crystal Ball Outlook

July 29, 2022
Chief Investment Strategist and Head of Equities Jeff Krumpelman and Chief Investment Officer Katrina Radenberg recently shared their market...
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5 Costly Estate Planning Errors

5 Costly Estate Planning Errors

July 28, 2022
An estate plan can play an important part in your overall wealth plan and can make a large impact...
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Don’t Let Headlines Derail Your Investing Plans

Don’t Let Headlines Derail Your Investing Plans

July 21, 2022
When keeping up with the, sometimes sensational, media coverage of the markets, things can seem bleak without proper context....
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5 Considerations for Early Retirement

5 Considerations for Early Retirement

July 14, 2022
Are you thinking about retiring early? In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth...
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Bond Alternatives: Investing in a Down Market

Bond Alternatives: Investing in a Down Market

July 7, 2022
In this episode of Your Life Simplified, Mike MacKelvie , wealth advisor, and Valerie Escobar , senior wealth advisor,...
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5 Tips for Planning a Purpose-Based Retirement

5 Tips for Planning a Purpose-Based Retirement

July 4, 2022
People often spend more time planning a vacation or researching a car purchase than they do on how they’ll...
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How Do Federal Reserve Interest Rate Hikes Affect Mortgage Loan Rates?

How Do Federal Reserve Interest Rate Hikes Affect Mortgage Loan Rates?

July 1, 2022
The Federal Reserve raised interest rates by .75% in June—its largest since 1994. 1 These ongoing rate hikes ultimately...
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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

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April 18, 2024
#136

Why Working With a Wealth Advisor Is Important

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April 4, 2024
#135

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

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March 14, 2024
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