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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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How to Prepare for Maternity Leave

How to Prepare for Maternity Leave

February 1, 2024
Having a new child can bring immense amounts of joy, but it can also bring stress, especially when it...
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Rebalancing Your Portfolio

Rebalancing Your Portfolio

January 18, 2024
The one constant in life is change, and the markets are no exception to this, which leads to a...
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Money in the Movies

Money in the Movies

December 14, 2023
Money is a topic of conversation in many movies. The question is the legitimacy of some of these movies...
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Alternative Minimum Tax Explained

Alternative Minimum Tax Explained

November 30, 2023
In our last episode, we started our discussion on Incentive Stock Options (ISOs). Now, we’ll continue that discussion and...
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Incentive Stock Options Explained

Incentive Stock Options Explained

November 16, 2023
In this episode, we dive deep into the world of stock-based compensation, shedding light on how Incentive Stock Options...
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6 End-of-Year Tax & Financial Planning Strategies

6 End-of-Year Tax & Financial Planning Strategies

November 2, 2023
As we near the end of the year, what is it that you should be doing to minimize taxes...
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RSUs, Restricted Stock and Restricted Securities

RSUs, Restricted Stock and Restricted Securities

October 19, 2023
As an executive, you probably have some type of restricted stock or security in your compensation. But what is...
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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...
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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...
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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,...
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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...
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