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

History of the Financial Markets: A Look Back at the Last 100 Years

History of the Financial Markets: A Look Back at the Last 100 Years
January 26, 2023
In celebration of Your Life Simplified’s 100th episode, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth...
Tune In >
Answers to 401(k) Questions

Answers to 401(k) Questions
January 16, 2023
Here are a few answers to less-common questions about 401(k) retirement accounts. Q: What can I do with...
Read >
What You Need to Know About Kiddie Tax

What You Need to Know About Kiddie Tax
January 8, 2023
Kiddie tax is a tax law that was implemented in 1986 to prevent parents from taking advantage of lower...
Read >
Acquiring A Large Sum Of Money

Acquiring A Large Sum Of Money
January 5, 2023
Due to a variety of life circumstances, people sometimes find themselves acquiring a large lump sum of money through...
Read >
Tax Strategies for Funding Higher Education

Tax Strategies for Funding Higher Education
January 4, 2023
Parents typically use 529 accounts to cover the costs of paying for their children’s college. The advantages are that...
Read >
Noncash Charitable Donations

Noncash Charitable Donations
January 3, 2023
Many investors will seek to offset potential tax liabilities by maximizing charitable donations. Making noncash charitable contributions can be...
Read >
2023 Social Security Tax and Benefits Update for High Earners

2023 Social Security Tax and Benefits Update for High Earners
January 3, 2023
With inflation continuing to take a bite out of retirement benefits, the Social Security Administration has made some significant...
Read >
Accessing Your Risk Tolerance

Accessing Your Risk Tolerance
December 31, 2022
When the markets are volatile, you may be hesitant to login to your retirement accounts to see how much...
Read >
End of Year Wealth Planning Checklist

End of Year Wealth Planning Checklist
December 15, 2022
With only a few weeks left in the year, make sure you check everything off your financial list. On...
Tune In >
Navigating Financial Conflicts Between Spouses Part 2

Navigating Financial Conflicts Between Spouses Part 2
December 8, 2022
In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Christina Lynn, practice management...
Tune In >
Navigating Financial Conflicts Between Spouses Part 1 

Navigating Financial Conflicts Between Spouses Part 1 
December 1, 2022
In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Christina Lynn, practice management...
Tune In >
What We’re Grateful For

What We’re Grateful For
November 17, 2022
In preparation for Thanksgiving, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor, share what they...
Tune In >

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