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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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Moving to Tennessee

Financial Benefits of Moving to Tennessee

April 1, 2022
Many people wonder if moving to Tennessee is a good move to make, whether they work remotely and have...
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Considering Relocating to South Dakota??

Financial Benefits of Moving to South Dakota

March 14, 2022
Living in South Dakota means enjoying a scenic environment in a welcoming community. This is a unique state to...
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Considering Relocating to Nevada?

Financial Benefits of Moving to Nevada

February 14, 2022
It’s not just Las Vegas that the state of Nevada is known for, although the idea of living in...
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Florida Relocation

Financial Benefits of Moving to Florida

January 14, 2022
Moving to the Sunshine State has more benefits than just swapping out cold winters for year-round warm weather and...
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Texas

Financial Benefits of Moving to Texas

December 14, 2021
Texas is becoming a popular state to move to, especially among younger populations, for many reasons. With multiple metropolitan...
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Potential Tax Changes Remain in Spending Bill Under Senate Review

Potential Tax Changes Remain in Spending Bill Under Senate Review

December 1, 2021
On Nov. 19, the House passed the Build Back Better bill, which includes more than $1.5 trillion in business,...
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Wyoming relocate

Financial Benefits of Moving to Wyoming

November 14, 2021
You may not be sure what’s out in Wyoming besides land, but you’ll soon learn that living in Wyoming...
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Year-end Tax Planning Review

Year-end Tax Planning Review

November 3, 2021
Given that President Biden’s spending bill, including tax proposals, is still being negotiated in Congress, think about meeting with...
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Considering Relocating to Washington?

Financial Benefits of Moving to Washington State

October 14, 2021
The Pacific Northwest is a beautiful place to relocate to, especially if you’re someone who loves the outdoors. Living...
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Discover the Tax Advantages of Health Savings Accounts

Discover the Tax Advantages of Health Savings Accounts

September 2, 2021
A tax-advantaged health savings account (HSA) allows you to pay for eligible medical expenses while working and after you...
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High Earners Aren’t Eligible for 2021 Child Tax Credit

High Earners Aren’t Eligible for 2021 Child Tax Credit

August 4, 2021
If you’re wondering whether you’re eligible for the 2021 child tax credit, eligibility is as follows: taxpayers with adjusted...
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