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Insights

Have You Planned How You’ll Spend Your Time Once Retired?

March 7, 2024
Read time: 4 minutes Retirement planning usually focuses on saving enough, Social Security and Medicare, but there’s a...
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Age in Place? Move to a Retirement Community? Planning Tips for Retirement Housing

February 1, 2024
Read time: 6 minutes America is graying: Within 10 years, those ages 65 and older are projected to...
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Reality vs. Perception: People Retire Earlier Than Planned

January 3, 2024
Read time: 5 minutes Americans’ perception of the age at which they plan to retire often differs from...
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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...
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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,...
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Retiring Early? Discover Ways to Fund Health Care

Retiring Early? Discover Ways to Fund Health Care

May 5, 2023
If your goal is to retire early, you’ll need a plan for funding health care until Medicare kicks in....
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Teaching Teens About Finances

Teaching Teens About Finances

April 27, 2023
Starting early can make a significant impact on retirement savings, but how can you help teach your teen to...
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5 Factors to Consider When Determining Your Retirement Account Withdrawal Rate

5 Factors to Consider When Determining Your Retirement Account Withdrawal Rate

March 2, 2023
As you plan for retirement or if you’re already retired, how much you’ll withdraw from retirement accounts for reliable...
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Inherited IRA Strategies

Inherited IRA Strategies

February 9, 2023
With the passage of the SECURE Act & SECURE 2.0 Act, Stretch IRAs are no longer an option. So,...
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Many Age 65+ Still Working for a More Secure Financial Future

Many Age 65+ Still Working for a More Secure Financial Future

February 2, 2023
With several forces converging at once—the bite of inflation, market swings and higher interest rates—nearly 60% of high earners...
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5 Costly Roth IRA Mistakes to Avoid

5 Costly Roth IRA Mistakes to Avoid

January 19, 2023
A Roth IRA is an important component of your retirement portfolio. In this episode of Your Life Simplified,...
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Reaching Your Financial Goals & New Year’s Resolutions

Reaching Your Financial Goals & New Year’s Resolutions

January 5, 2023
To kick off the new year, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor, share...
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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

#148

Fixed Income Explained

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November 14, 2024
#147

Scary Financial Mistakes to Avoid

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October 31, 2024
#146

2025 Estate Tax Exemption

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October 17, 2024
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