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Insights

Socially Conscious Investing Continues to Grow in Popularity

Socially Conscious Investing Continues to Grow in Popularity

June 24, 2023
Most of us try to do our part for the environment. We recycle. Some of us buy hybrid cars....
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Providing Financial Security for Loved Ones with Special Needs

Providing Financial Security for Loved Ones with Special Needs

June 22, 2023
When we discuss estate planning, it’s a way to communicate our values and decide how we want our legacy...
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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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Life Insurance: A Powerful Tax and Estate Planning Tool

Life Insurance: A Powerful Tax and Estate Planning Tool

June 8, 2023
Life insurance is more than an income replacement strategy to protect your loved ones—it’s also an effective way to...
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Market Review: Time to Look on the Bright Side?

Market Review: Time to Look on the Bright Side?

June 8, 2023
When you’re chewing on life’s gristle, don’t grumble, give a whistle and … always look on the bright side...
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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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Government Deficit – We Have Met the Enemy, and He Is Us

Government Deficit – We Have Met the Enemy, and He Is Us

June 7, 2023
While the government narrowly missed defaulting on its debt obligations, some have asked, “What would the impact be if...
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Aligning Your Investment Strategy with Your Values

Aligning Your Investment Strategy with Your Values

June 5, 2023
Investors Fueling Growth in SCI Known by an alphabet soup of acronyms—SCI, ESG, SRI, among others—socially conscious investing...
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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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Creating Your Estate Plan

Creating Your Estate Plan

May 25, 2023
While estate planning can be overwhelming for a lot of families, having a thorough estate plan in place can...
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Picking the Right Trustee 

Picking the Right Trustee 

May 18, 2023
Being a trustee is something that requires knowledge, effort and liability, so when you’re creating your estate plan, it’s...
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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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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

#137

How Parents Can Teach Teens About Investing

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April 18, 2024
#136

Why Working With a Wealth Advisor Is Important

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April 4, 2024
#135

Tax Implications of Roth IRAs and Roth 401(k)s

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March 14, 2024
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