Jul 28, 2022

An estate plan can play an important part in your overall wealth plan and can make a large impact on your spouse and children. Taking a few steps can help ensure that your estate doesn’t end up in probate and your family isn’t left with a headache. On today’s episode, Mike MacKelvie is joined by special guest Drew...

Jul 21, 2022

When keeping up with the, sometimes sensational, media coverage of the markets, things can seem bleak without proper context. In this week’s episode, Valerie Escobar and Mike MacKelvie talk us through how to assess the information we glean from these news story headlines, and how it might impact our investing plans.

Jul 14, 2022

Are you thinking about retiring early? In this week’s episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, discuss several things you should think about before retiring early. Considerations discussed include Roth conversions, capital gains, when to take social...

Jul 7, 2022

In this episode of Your Life Simplified, Mike Mackelvie, wealth advisor, and Valerie Escobar, senior wealth advisor, discuss bond alternatives and the pros and cons of bonds. Valerie and Michael talk about the basics of bonds, bond alternatives that you can invest in, rates of return and how impactful bonds can be in...