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Insights

Tax Implications of Roth IRAs and Roth 401(k)s

Tax Implications of Roth IRAs and Roth 401(k)s

March 14, 2024
IRAs, Roth IRAs, 401(k)s are among the very basics of building a financial plan, and they apply to just...
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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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Looking for a Melt-Up, a Meltdown, or Just a Solid Year? We Like Door No. 3!

March 6, 2024
Read time: 16 minutes “We’re runnin’ outta time So, tonight we’re gonna party like it’s 1999.” –...
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The Big Picture: GDP Growth and Productivity

March 5, 2024
Read time: 12 minutes Over the last 12 months, I have been writing about my longer-term vision of...
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You Can Now Roll Unused 529 Plan Funds Into a Roth IRA

March 4, 2024
Read time: 5 minutes Investing in a 529 plan can be a great way to fund a child’s...
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Estate Planning: Protect Your Legacy & Avoid These Mistakes

Estate Planning: Protect Your Legacy & Avoid These Mistakes

February 29, 2024
No one likes planning their mortality, but this is not time made but time spent. The challenges and financial...
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7 Common Estate Planning Mistakes to Avoid

February 28, 2024
Simply stated, estate planning is the process of developing and implementing a “master plan” to facilitate the distribution of...
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Non-Financials of Retirement

Non-Financials of Retirement

February 15, 2024
What is it that people get wrong about retirement? On this episode of Your Life Simplified, Michael MacKelvie ,...
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Can the 2023 “Goldilocks” Economy Continue in 2024?

February 5, 2024
Read time: 6 minutes The numbers are in—no more guessing about growth levels or inflation rates for 2023....
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Original Medicare Supplement Insurance: What to Know About Medigap Plans

February 2, 2024
Read time: 3 minutes While Medicare provides essential health insurance for Americans ages 65 and older, it doesn’t...
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Estate and Gift Tax Quick Facts

February 2, 2024
Take advantage of the current lifetime gift and estate planning tax exemption before it sunsets at the end of...
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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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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

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December 12, 2024
#148

Fixed Income Explained

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November 14, 2024
#147

Scary Financial Mistakes to Avoid

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October 31, 2024
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