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Should You Make a Qualified Charitable Distribution (QCD) by Year-end?

Should You Make a Qualified Charitable Distribution (QCD) by Year-end?

December 2, 2022
As you talk with your wealth advisor on ways to reduce your taxable income by year-end, you might want...
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Navigating Financial Conflicts Between Spouses Part 1 

Navigating Financial Conflicts Between Spouses Part 1 

December 1, 2022
In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Christina Lynn, practice management...
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Sequence of Returns Risk: The $1,000,000+ Timing Risk in Retirement

Sequence of Returns Risk: The $1,000,000+ Timing Risk in Retirement

November 30, 2022
The timing of when you begin to draw income from retirement accounts, not necessarily average returns, can be worth...
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What We’re Grateful For

What We’re Grateful For

November 17, 2022
In preparation for Thanksgiving, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor, share what they...
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5 Benefits of a Health Savings Account

5 Benefits of a Health Savings Account

November 10, 2022
In this week’s episode of Your Life Simplified, Mike MacKelvie , wealth advisor, and special guest Kevin Ahern, human...
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Establish A Donor-Advised Fund: Give to Charities While Enjoying Tax Advantages

Establish A Donor-Advised Fund: Give to Charities While Enjoying Tax Advantages

November 4, 2022
You may be wondering how you can minimize your tax burden and do some good at the same time....
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Was the October Rally Just a Head Fake or Will It Continue?

Was the October Rally Just a Head Fake or Will It Continue?

November 3, 2022
“Don’t do something, just stand here.” — American Investor and Philanthropist, Jack Bogle We all have heard that...
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What’s Ahead for the Markets: Recession or Stagflation?

What’s Ahead for the Markets: Recession or Stagflation?

November 3, 2022
As most of you know, I suspect we will see a light recession unfold over the next six months....
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Getting the Most Out of Open Enrollment

Getting the Most Out of Open Enrollment

November 3, 2022
In this week’s episode of Your Life Simplified, Mike MacKelvie , wealth advisor, and special guest Kevin Ahern, human...
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The Responsibilities of a Trustee

The Responsibilities of a Trustee

November 1, 2022
When planning for your family’s future, two critical decisions include choosing a guardian for your children should something happen...
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Discover Tax-Efficient Withdrawal Strategies During Retirement

Discover Tax-Efficient Withdrawal Strategies During Retirement

November 1, 2022
When you’re ready to take distributions from various accounts in retirement, it matters which accounts you withdraw from first...
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Life Insurance: A Powerful Tax and Estate Planning Tool

Life Insurance: A Powerful Tax and Estate Planning Tool

November 1, 2022
Life insurance is more than an income replacement strategy to protect your loved ones—it’s also an effective way to...
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