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Donor-Advised Funds

Donor-Advised Funds

October 20, 2022
In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Mike MacKelvie , wealth...
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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...
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Retirement Plan Rollover

Retirement Plan Rollover

October 6, 2022
In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...
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End of Year Tax Checklist

End of Year Tax Checklist

September 29, 2022
In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...
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Pension Planning

Pension Planning

September 22, 2022
In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...
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Executive Compensation

Executive Compensation

September 8, 2022
Compensation for executives can come in different forms and be more complicated than simply earning a salary. In this...
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Long-Term Care Insurance Explained

Long-Term Care Insurance Explained

September 1, 2022
Long-term care insurance can be complex and costly. With so many different plans available, it can be difficult to...
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College Funding

College Funding

August 25, 2022
In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Mike MacKelvie , wealth advisor,...
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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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ESG: Align Investments with Values

ESG: Align Investments with Values

August 11, 2022
The one constant in life is change, and the investment world is certainly no exception. As the world changes,...
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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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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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