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Insights

GRATs: Understanding a Popular Estate Planning Strategy

August 30, 2024
For wealthy families, asset growth can be expensive: Every dollar of appreciation above the estate-tax exemption limit ($13,610,000 per...
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A Look Down the Passageway: New Room Coming Into Focus

August 30, 2024
All who have followed my writings over the last two years recognize the “Passageway” theme. It is a thematic,...
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Charitable Giving Strategies: Preserving Wealth While Making a Difference

August 30, 2024
Members of high-net-worth households frequently have complex planning goals. Making an impact through philanthropy is often a high priority....
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Make the Most of Your Retirement Plan Contributions

August 26, 2024
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
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Never Pay Full Price for College

Never Pay Full Price for College

August 8, 2024
College is expensive, so you should never pay full price. Hosts Michael MacKelvie , wealth advisor, and Daniel Sharkey...
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IDGTs: A Versatile Estate Planning Tool

August 1, 2024
Read time: 4 minutes Irrevocable trusts are great tools for estate planning. They can help grantors reduce the...
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The Economy Looks “Just Right” Despite Mixed Signals

August 1, 2024
Read time: 8 minutes “Our Earth is degenerate in these later days; bribery and corruption are common; children...
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The Importance of Estate Planning for Business Owners

July 31, 2024
Read time: 5 minutes Estate planning is crucial for individuals: It can help ensure their assets are distributed...
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Building Wealth as a Young Professional

Building Wealth as a Young Professional

July 11, 2024
Young Professionals: Now that you’re past the basics of financial planning, what should you be thinking about as you...
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As Inflation Weakens, Rate Cuts Are in the Offing

July 8, 2024
Read time: 7 minutes As a practicing economic/capital market commentator, I believe it is good to understand viewpoints...
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Breaking News: It’s OK! Our “Back to Normal” Theme Is Alive and Well.

July 8, 2024
Read time: 12 minutes “It’s déjà vu all over again.” — Yogi Berra The first six...
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Simplifying the Retirement Plan Tax Credit for Start-Ups

July 7, 2024
For start-up small businesses, establishing a retirement plan can be costly as well as demand substantial resources and time....
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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

#142

Never Pay Full Price for College

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August 8, 2024
#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
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