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Insights

Plan Ahead: Know the 7 Medical Costs Medicare Doesn’t Cover

Plan Ahead: Know the 7 Medical Costs Medicare Doesn’t Cover
October 2, 2022
As you approach age 65, you may be looking forward to having Medicare benefits. To plan ahead prior to...
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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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Tax-Loss Harvesting

Tax-Loss Harvesting
September 15, 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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Inflation Reduction Act: Could It Lower Your Medicare Drug Costs?

Inflation Reduction Act: Could It Lower Your Medicare Drug Costs?
September 5, 2022
The Inflation Reduction Act recently signed into law by President Biden includes many provisions designed to cut the cost...
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Tax Planning During Market Corrections

Tax Planning During Market Corrections
September 3, 2022
Economic downturns and market corrections can provide opportunities for investors. Though it may be painful to watch your account...
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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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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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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

#167

Grief to joy: A conversation with Jenny Danaher

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March 5, 2026
#166

2026 financial reset: what to prioritize now

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January 22, 2026
#165

From experience to impact: A leader’s journey

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December 11, 2025
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