All Commentary Video Article Podcast Whitepaper

Insights

Alternative Cash Flow from Structured Notes and Options

Alternative Cash Flow from Structured Notes and Options

September 21, 2023
On this episode of Your Life Simplified, Michael MacKelvie , wealth advisor, is joined by special guest, Brett Kunshek...
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3 Things You Need to Know Before Moving Abroad

3 Things You Need to Know Before Moving Abroad

September 7, 2023
With flexibility and connectivity in today’s world, many are excited by the idea of moving abroad and traveling; however,...
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2023 Tax Planning Strategies

2023 Tax Planning Strategies

August 24, 2023
We may not be at the end of the year yet, but now is the time to start end-of-year...
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Intentionally Defective Grantor Trusts

Intentionally Defective Grantor Trusts

August 10, 2023
On this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Jake Kern , managing director...
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Eliminating Guilt from Spending

Eliminating Guilt from Spending

July 27, 2023
For many, they’ve become wealthy because of their focus on saving. They’ve spent their entire lives being disciplined and...
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2023 Midyear Market Outlook

2023 Midyear Market Outlook

July 13, 2023
While we can’t look into the future, each year, we feature a webinar that peers into a crystal ball...
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Advanced Estate Planning Strategies

Advanced Estate Planning Strategies

June 29, 2023
With larger estates, often come more complicated estate plans. Ben Voelker , director of wealth strategy, is back on...
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Providing Financial Security for Loved Ones with Special Needs

Providing Financial Security for Loved Ones with Special Needs

June 22, 2023
When we discuss estate planning, it’s a way to communicate our values and decide how we want our legacy...
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What Young Adults Need to Know Before College

What Young Adults Need to Know Before College

June 15, 2023
Parents and Teens: Today we have creative hacks that could save you tens of thousands of dollars, regardless of...
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Considerations of Owning a Second Home

Considerations of Owning a Second Home

June 8, 2023
The math behind owning a second home: does it make sense or should you just enjoy a vacation in...
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What is an Annuity and How Does it Work?

What is an Annuity and How Does it Work?

June 1, 2023
On this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...
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Creating Your Estate Plan

Creating Your Estate Plan

May 25, 2023
While estate planning can be overwhelming for a lot of families, having a thorough estate plan in place can...
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