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

Medicare Surcharges: Do They Apply to You? Learn How to Appeal Them.

Medicare Surcharges: Do They Apply to You? Learn How to Appeal Them.
June 1, 2022
If you are a high-income earner, you could be hit with a Medicare surcharge. The good news is that...
Read >
5 Tax Strategies to Help Save Money

5 Tax Strategies to Help Save Money
May 26, 2022
In this week’s podcast episode, Valorie Escobar , senior wealth advisor, and Mike MacKelvie , wealth advisor, walk through...
Tune In >
5 Most Common DIY Financial Pitfalls

5 Most Common DIY Financial Pitfalls
May 19, 2022
Are you doing your own investing and wealth planning without the help and guidance of a wealth advisor? In...
Tune In >
Financial Hypochondria: The Downside of Investment Vigilance

Financial Hypochondria: The Downside of Investment Vigilance
May 9, 2022
Plan sponsors invest much time and effort in improving employee financial literacy. They offer educational content, provide opportunities for...
Read >
Assisted Living: 7 Strategies for Helping Your Parent Manage the Transition

Assisted Living: 7 Strategies for Helping Your Parent Manage the Transition
May 4, 2022
Do You See Your Parents’ Health Declining? The signs are there, although you may have tried to deny...
Read >
Reverse Rollover

Reverse Rollover
May 4, 2022
Oftentimes, our P&G clients are unable to perform the annual Backdoor Roth IRA contributions due to having funded traditional...
Read >
P&G Retirement Plan Offers Many Investment Options

P&G Retirement Plan Offers Many Investment Options
May 3, 2022
Within the P&G Retirement Plan, there are many different options for where to allocate your investments. Once you turn...
Read >
Secure Act 2.0 Calls for Bumping Up Age for Required Minimum Distributions, Among Other Proposals

Secure Act 2.0 Calls for Bumping Up Age for Required Minimum Distributions, Among Other Proposals
May 1, 2022
Politicians across the aisle don’t agree on much, but the House recently passed bipartisan legislation that could dramatically change...
Read >
DOL Urges Caution Before Adding Cryptocurrency as a 401(k) Plan Option

DOL Urges Caution Before Adding Cryptocurrency as a 401(k) Plan Option
April 11, 2022
While cryptocurrency has captured the interest of investors, this digital currency presents significant risks of fraud, theft and loss,...
Read >
Women and Investing: 3 Strategies to Bridge the Savings Gap

Women and Investing: 3 Strategies to Bridge the Savings Gap
April 4, 2022
Whether you’ve always been the sole financial decision-maker or have relied on a spouse or partner to manage the...
Read >
Financial Benefits of Moving to Tennessee

Financial Benefits of Moving to Tennessee
April 1, 2022
Many people wonder if moving to Tennessee is a good move to make, whether they work remotely and have...
Read >
Strategies for Generating Steady Income in Retirement

Strategies for Generating Steady Income in Retirement
April 1, 2022
In this Q&A, we’ll discuss the important decisions to consider as you shift from wealth accumulation to wealth distribution...
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

#167

Grief to joy: A conversation with Jenny Danaher

 Listen Now >
March 5, 2026
#166

2026 financial reset: what to prioritize now

 Listen Now >
January 22, 2026
#165

From experience to impact: A leader’s journey

 Listen Now >
December 11, 2025
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