Your Life Simplified Insights

5 Tax Strategies to Help Save Money

May 26, 2022
In this week’s podcast episode, Valorie Escobar , senior wealth advisor, and Mike MacKelvie , wealth advisor, walk through...
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Taxing Decisions…Relocating to Another State

Taxing Decisions…Relocating to Another State

July 6, 2021
Nine states have no income tax, which can be a benefit, especially for retirees who won’t pay state income...
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Your Life, Simplified Podcast Episode: Tax Rewind: A Synopsis of the Recent Changes

Tax Rewind: A Synopsis of the Recent Changes (36:52)

April 23, 2020
SECURE Act, CARES Act, Small Business Loans and Paycheck Protection Program. There have certainly been many changes to the...
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No Deadline in Sight: How Often Should You Be Talking Taxes? (25:03)

November 12, 2019
Many people consider their tax situations when there is a filing deadline coming up, but the reality is, by...
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Home is Where the Heart is…Especially in Taxes (17:59)

April 2, 2019
When it comes to filing your taxes, the rate at which your income is taxed can vary based on...
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New Tax Plan…So Many New Decisions To Be Made (29:46)

March 12, 2019
New tax season, new tax laws. How do you decide whether you should choose a tax preparer or a...
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Mariner Mail: Checking Our Inbox (20:34)

December 18, 2018
Throughout the life of our podcast, we have been asking you to send us questions you’d like us to...
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The Tax Cuts & Jobs Act (TCJA) of 2017 (30:49)

May 2, 2018
At the end of 2017, President Trump approved the 2017 Tax Cuts & Jobs Act (TCJA). The new law...
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