Jun 29, 2023

With larger estates, often come more complicated estate plans. Ben Voelker, director of wealth strategy, is back on this episode of Your Life Simplified to discuss more advanced estate planning techniques and strategies to avoid high estate taxes.

Jun 22, 2023

When we discuss estate planning, it’s a way to communicate our values and decide how we want our legacy to look. When you have a family member with special needs, this is especially important so that they can be taken care of the way that you would want. On this episode of Your Life Simplified, Valerie Escobar, senior...

Jun 15, 2023

Parents and Teens: Today we have creative hacks that could save you tens of thousands of dollars,
regardless of if you qualify for financial aid. On this episode of Your Life Simplified, Valerie Escobar,
senior wealth advisor, and Michael MacKelvie, wealth advisor, share their advice for young adults
heading to college...

Jun 8, 2023

The math behind owning a second home: does it make sense or should you just enjoy a vacation in your favorite destination? On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, discuss the pros and cons of buying a second home or if it makes more sense to...

Jun 1, 2023

On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, break down annuities. They cover the different types, the risk and benefits associated with them and what to ask the insurance company before getting an...