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6 Tips for Tax-Free Gifting

6 Tips for Tax-Free Gifting

April 4, 2023
The annual gift tax exclusion is a win-win for taxpayers, allowing you to share your wealth during your lifetime...
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10 Tips for Teaching Your Children About Wealth Management

10 Tips for Teaching Your Children About Wealth Management

March 1, 2023
Are you confident that your children will be able to responsibly manage the wealth they inherit from you? They’ll...
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Noncash Charitable Donations

Noncash Charitable Donations

January 3, 2023
Many investors will seek to offset potential tax liabilities by maximizing charitable donations. Making noncash charitable contributions can be...
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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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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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Donor-Advised Funds

Donor-Advised Funds

October 20, 2022
In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Mike MacKelvie , wealth...
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College Funding

College Funding

August 25, 2022
In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Mike MacKelvie , wealth advisor,...
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How Grandparents Can Help Grandchildren With College

How Grandparents Can Help Grandchildren With College

January 25, 2022
As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend...
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Community Involvement: Giving Back So We All Move Forward

Community Involvement: Giving Back So We All Move Forward

October 18, 2021
If you’ve always wanted to give back to the community where you live and work, but wonder how to...
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5 Tips for Building Wealth: A Guide for the Next Generation

5 Tips for Building Wealth: A Guide for the Next Generation

September 28, 2021
If your child or grandchild is just getting started on their financial journey, from building credit to saving for...
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Year-End Is the Perfect Time to Consider Gifting

Year-End Is the Perfect Time to Consider Gifting

June 21, 2021
As you approach year-end, consider various gifting strategies to help minimize your tax burden. From gifting to family members...
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Plan Ahead Before Transferring Wealth to Heirs

Plan Ahead Before Transferring Wealth to Heirs

June 4, 2021
Baby boomers are expected to transfer an estimated $30 to $70 trillion 1 of wealth to children and grandchildren...
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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

#117

What is an Annuity and How Does it Work?

June 1, 2023
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#116

Creating Your Estate Plan

May 25, 2023
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#115

Picking the Right Trustee 

May 18, 2023
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