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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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5 Financial Decisions That Could Haunt You

5 Financial Decisions That Could Haunt You
October 27, 2022
In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and special guest Joe Reynoldson...
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The Emotional Side of Financial Decision Making

The Emotional Side of Financial Decision Making
October 13, 2022
In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Mike MacKelvie , wealth...
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Could Your Lifetime Social Security Benefit Exceed $1.5 Million?

Could Your Lifetime Social Security Benefit Exceed $1.5 Million?
October 3, 2022
While Social Security may seem like an afterthought compared to other retirement income sources, the benefit could exceed $1.5...
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Pension Planning

Pension Planning
September 22, 2022
In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...
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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

#182

Activating your true potential: A conversation with Heroic’s CEO

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October 15, 2026
#181

You’re ready to start giving while you’re living

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September 24, 2026
#180

You’re ready to protect what you’ve built

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September 17, 2026
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