Call Us: 800-384-1756
All Wealth Planning Services Insurance Strategies Behavioral Finance Retirement Planning Trust & Estate Planning Commentary Tax
All Commentary Video Article Podcast Whitepaper

Insights

Expected Recession Is Tardy—What Gives?

October 6, 2023
Read time: 10 minutes “The four most expensive words in the English language are, ‘This time it’s different.’”...
Read >

Tips for Protecting Yourself and Your Business From Scams

October 5, 2023
Read time: 3 minutes With October being Cybersecurity Month, we want to answer questions about some of the...
Read >

High Earner? Consider a Backdoor Roth or Mega-Backdoor Roth

October 5, 2023
Read time: 5 minutes The IRS places income limits on who can contribute to a Roth IRA. As...
Read >
Cybersecurity: How to Protect Your Finances from Cybercrime

Cybersecurity: How to Protect Your Finances from Cybercrime

October 5, 2023
In today’s digital age, cybersecurity has become more important than ever. With cybercrime on the rise, it’s crucial to...
Tune In >
Alternative Cash Flow from Structured Notes and Options

Alternative Cash Flow from Structured Notes and Options

September 21, 2023
On this episode of Your Life Simplified, Michael MacKelvie , wealth advisor, is joined by special guest, Brett Kunshek...
Tune In >
It’s A Mad, Mad World… So Mad That We Are Still Outrageously Neutral

It’s A Mad, Mad World… So Mad That We Are Still Outrageously Neutral

September 14, 2023
“It would be so nice if something made sense for a change.” —Lewis Carroll, “Alice in Wonderland” August...
Read >
The Economic Impact of Rising Mortgage Rates

The Economic Impact of Rising Mortgage Rates

September 14, 2023
In April 2022, I provided an analysis of home purchase costs in relation to median national household income. In...
Read >
The Latest on Required Minimum Distribution (RMD) Rules

The Latest on Required Minimum Distribution (RMD) Rules

September 7, 2023
As of 2023, the age for starting RMDs is 73. It increases to age 75 by 2033. In addition,...
Read >
Are You Planning for Taxes Year-Round?

Are You Planning for Taxes Year-Round?

September 7, 2023
We recommend discussing proactive tax planning with your wealth advisor and tax professional throughout the year to help ensure...
Read >
3 Things You Need to Know Before Moving Abroad

3 Things You Need to Know Before Moving Abroad

September 7, 2023
With flexibility and connectivity in today’s world, many are excited by the idea of moving abroad and traveling; however,...
Tune In >
Relocating to a Tax-Friendly State

Relocating to a Tax-Friendly State

August 25, 2023
If you’re retiring and thinking about relocating or have a job that allows you to live anywhere, it may...
Read >
2023 Tax Planning Strategies

2023 Tax Planning Strategies

August 24, 2023
We may not be at the end of the year yet, but now is the time to start end-of-year...
Tune In >

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

#149

Mitigating Concentration Risk

 Listen Now >
December 12, 2024
#148

Fixed Income Explained

 Listen Now >
November 14, 2024
#147

Scary Financial Mistakes to Avoid

 Listen Now >
October 31, 2024
Meet Our Hosts

Check Out Our Live Webinars

We cover the economy, markets, taxes and more. Hear our views on timely topics.

Get Details

Sign Up For Our Newsletter

Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles.

Contact Us