Sep 29, 2022

In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, andMichael MacKelvie, wealth advisor, discuss the checklist you should run through before the end of the year to make sure your taxes are in ordergoing into the new year.

Sep 22, 2022

In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, talk about pensions and how you can use your pension to elevate your retirement plan. Mike and Valerie discuss the factors to consider when thinking about your pension, risk factors and the...

Sep 15, 2022

In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, discuss the ins and out of tax-loss harvesting. Topics discussed include the selling of a security, capital gains brackets and tax deferrals.

Sep 8, 2022

Compensation for executives can come in different forms and be more complicated than simply earning a salary. In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Natalie Haggard, senior wealth advisor, discuss the different retirement plans that are advantageous to executives,...

Sep 1, 2022

Long-term care insurance can be complex and costly. With so many different plans available, it can be difficult to know which one is right for you and your family. In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, discuss the thing you should...