Mar 15, 2024
IRAs, Roth IRAs, 401(k)s are among the very basics of building a
financial plan, and they apply to
just about everybody. On this episode of Your Life Simplified,
Valerie Escobar, senior
wealth
advisor, is joined by Jodi Robinson, vice president of
tax services. They discuss the differences
between Roth IRAs and Roth...
Feb 29, 2024
No one likes planning their mortality, but this is not time made
but time spent. The challenges
and financial strain without proper planning can, unfortunately,
leave a stain on someone’s
legacy. On this episode of Your Life Simplified, Michael MacKelvie, wealth
advisor, is joined by
Michelle Cross, senior...
Feb 15, 2024
What is it that people get wrong about retirement? On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by guest, Keith Lawrence, retired P&G executive & co-author of "Your Retirement Quest". They discuss ways to be happy and healthy during one of the largest transitions in your...
Feb 1, 2024
Having a new child can bring immense amounts of joy, but it can also bring stress, especially when it comes to being financially prepared. This week, Valerie Escobar, senior wealth advisor, is joined by Whitney Reagan, wealth advisor. They’ll discuss aspects like the Family Medical Leave Act, short-term disability and...
Jan 18, 2024
The one constant in life is change, and the markets are no exception to this, which leads to a familiar question for many investors. When should you rebalance your portfolio, if at all? On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by Brad Rollins, vice president of investments....