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“Canary in a Coal Mine”: FedEx Signals Recession Ahead

“Canary in a Coal Mine”: FedEx Signals Recession Ahead

October 5, 2022
The Bridge of Sighs (picture below) is an enclosed bridge located in Venice, Italy, which was built in 1603....
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September Was Ugly. Will Q4 Bring Positive Returns and a Post-Midterm Election Rally?

September Was Ugly. Will Q4 Bring Positive Returns and a Post-Midterm Election Rally?

October 4, 2022
“September stands alone as the only month in which the market falls more frequently than it rises.” — Sam...
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Could Your Lifetime Social Security Benefit Exceed $1 Million?

Could Your Lifetime Social Security Benefit Exceed $1 Million?

October 3, 2022
While Social Security may seem like an afterthought compared to other retirement income sources, the benefit could exceed $1.5...
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Plan Ahead: Know the 7 Medical Costs Medicare Doesn’t Cover

Plan Ahead: Know the 7 Medical Costs Medicare Doesn’t Cover

October 2, 2022
As you approach age 65, you may be looking forward to having Medicare benefits. To plan ahead prior to...
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Cybersecurity: 10 Tips To Protect Yourself And Your Personal Data

Cybersecurity: 10 Tips To Protect Yourself And Your Personal Data

October 1, 2022
As major companies continue to experience system compromises that result in the theft of personal data, it is more...
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End of Year Tax Checklist

End of Year Tax Checklist

September 29, 2022
In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...
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Pension Planning

Pension Planning

September 22, 2022
In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...
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Tax-Loss Harvesting

Tax-Loss Harvesting

September 15, 2022
In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...
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Executive Compensation

Executive Compensation

September 8, 2022
Compensation for executives can come in different forms and be more complicated than simply earning a salary. In this...
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7 Common Estate Planning Mistakes to Avoid

7 Common Estate Planning Mistakes to Avoid

September 6, 2022
Simply stated, estate planning is the process of developing and implementing a “master plan” to facilitate the distribution of...
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Inflation Reduction Act: Could It Lower Your Medicare Drug Costs?

Inflation Reduction Act: Could It Lower Your Medicare Drug Costs?

September 5, 2022
The Inflation Reduction Act recently signed into law by President Biden includes many provisions designed to cut the cost...
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Tax Planning During Market Corrections

Tax Planning During Market Corrections

September 3, 2022
Economic downturns and market corrections can provide opportunities for investors. Though it may be painful to watch your account...
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