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Host Mike MacKelvie Your Life Simplified

Building Wealth as a Young Professional

Young Professionals: Now that you’re past the basics of financial planning, what should you be thinking about as you...
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Insights

As Inflation Weakens, Rate Cuts Are in the Offing

July 8, 2024
As a practicing economic/capital market commentator, I believe it is good to understand viewpoints that matter and those that...
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Breaking News: It’s OK! Our “Back to Normal” Theme Is Alive and Well.

July 8, 2024
“It’s déjà vu all over again.” — Yogi Berra The first six months of 2024 were equally...
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How an ILIT Can Help Protect Your Family’s Wealth

July 5, 2024
Life insurance is a powerful tool for estate planning: It provides a means to transfer wealth to beneficiaries free...
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Getting Paid for Uncertainty: The Case for Bonds

July 4, 2024
Bonds have taken investors on a wild ride since the Federal Reserve acknowledged that inflation was not transitory, and...
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In 2024, Should You Rent or Buy Your Home?

In 2024, Should You Rent or Buy Your Home?

June 13, 2024
Should I rent or buy my home? On this episode, we’ll dive into several studies and look at your...
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Estate Planning: A Critical Consideration for Divorcees

June 10, 2024
Divorce is often emotionally and mentally draining, as parting couples experience anger and disappointment while navigating complex legal processes...
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A Merry May on the Heels of an Awful April. The Merits of Staying Measured.

June 7, 2024
“It’s the economy, stupid!” —Slogan coined by James Carville, well-known campaign strategist, and former President Bill Clinton during...
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Good News on a Tough Choice: Saving for Retirement vs. Repaying Student Loans

June 6, 2024
Young, college-educated professionals often face a financial dilemma: They’d like to contribute as much as possible to their employer-sponsored...
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Midyear Update: Worker Productivity and Labor Force Expansion

June 3, 2024
With this month’s commentary, I return to the economy. Growth is continuing, but the growth rate is slowing. The...
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Long-Term Capital Gains Tax Strategies

May 31, 2024
When you meet with your advisor and tax professional to review your wealth plan, consider discussing whether to put...
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Three Strategies for Tax-Efficient Investing

May 30, 2024
Developing and managing a comprehensive, adaptable investment strategy is challenging enough on its own. When you factor in the...
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Year-Round Tax Planning

Year-Round Tax Planning

May 16, 2024
Tax season may be over, but that doesn’t mean we’re done with tax planning. Jennifer Kohlbacher , director of...
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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

#141

Building Wealth as a Young Professional

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July 11, 2024
#140

In 2024, Should You Rent or Buy Your Home?

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June 13, 2024
#139

Year-Round Tax Planning

 Listen Now >
May 16, 2024
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