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Traditional 401(k), Roth 401(k) or both?

Traditional 401(k), Roth 401(k) or both?
June 28, 2023
We’ll partner with you to create a financial strategy for today and beyond that’s flexible enough to change along...
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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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Money Markets: What You Need to Know

Money Markets: What You Need to Know
May 11, 2023
What is a money market? What is the difference between a money market and a money market fund? They...
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Summary of 2023 and Future Reduced Medicare Drug Costs

Summary of 2023 and Future Reduced Medicare Drug Costs
April 5, 2023
In 2022, President Biden signed legislation that included lowering Medicare prescription drug costs. Some provisions took effect at the...
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Strategies to Help Protect Your Wealth From Taxes

Strategies to Help Protect Your Wealth From Taxes
March 20, 2023
Here are answers to questions related to transferring your wealth to heirs to help minimize your tax burden. ...
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5 Common Tax Questions

5 Common Tax Questions
March 15, 2023
Q: Does it make sense for me to itemize deductions on my taxes? A:  It depends. If your...
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Wealth Advice: What Are You Getting Out of It?

Wealth Advice: What Are You Getting Out of It?
March 10, 2023
Although only a little more than a third of Americans currently work with a financial advisor, those who do...
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Which Charitable Strategies Can Help Cut My Tax Bill?

Which Charitable Strategies Can Help Cut My Tax Bill?
March 1, 2023
With the lifetime estate and gift tax exemption, currently $12.92 million for individuals, 1 scheduled to sunset in two...
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How to Discuss Prenups with Your Partner

How to Discuss Prenups with Your Partner
February 23, 2023
Before saying, “I do,” it can be helpful to discuss finances with your fiancé and have a prenuptial agreement...
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What to Consider Before Signing a Prenup

What to Consider Before Signing a Prenup
February 16, 2023
Oftentimes, getting a prenuptial agreement may feel unromantic, timely and expensive. But not having a prenup can end up...
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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

#174

You’re ready to start investing

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August 6, 2026
#173

You’re ready to have the “money talk”

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July 30, 2026
#172

You’re ready to buy your first home

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July 23, 2026
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