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Insights

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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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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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

#180

You’re ready to protect what you’ve built

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September 17, 2026
#179

You’re ready for your second act

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September 10, 2026
#178

You’re ready for tax help

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September 3, 2026
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