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Insights

Tax friction for high earners: The hidden levers that change outcomes
June 17, 2026
Read time: 7 minutes Higher earners often face tax friction due to layered surtaxes, income phaseouts, investment rules...
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Estate and gift tax quick facts
May 27, 2026
Estate and gift tax rules provide opportunities to transfer wealth efficiently, but they are complex and subject to change....
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Why your tax return matters more after you file
March 6, 2026
Read time: 5 minutes As winter winds down and spring nears, it’s time once again for Americans to...
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Tax-smart retirement planning for business owners: Maximizing value during and after your business sale
February 6, 2026
Read time: 9 minutes If you’re like many business owners, selling your business may be the culmination of...
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Pre-sale exit planning: Strategies to align your objectives leading up to a business sale
December 19, 2025
As a business owner, a lot depends on you. The demands of running a successful company—combined with your commitment...
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Optimize Retirement Assets Through Tax-Efficient Withdrawals
April 4, 2025
Read time: 8 minutes How long will your retirement savings last? The answer may depend on the order...
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Buy-Sell Agreements: Understanding the Basics
March 6, 2025
Read time: 5 minutes What makes for a successful business partnership? Clear communication, shared goals and mutual respect...
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Stay Active and Healthy in Retirement
March 6, 2025
Read time: 3 minutes For new retirees, having a wide-open calendar can feel like unbounded freedom. But while...
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Major Tax Changes Hang in the Balance
February 7, 2025
Read time: 5 minutes What to Know The 2017 Tax Cuts and Jobs Act (TCJA) was a...
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Year-end Planning: 5 Strategies to Maximize Savings While Reducing Your Taxable Income
November 18, 2024
As the year wraps up, you’ve most likely met with your wealth advisor about tax- advantaged moves to make...
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Never Pay Full Price for College

Never Pay Full Price for College
August 8, 2024
College is expensive, so you should never pay full price. Hosts Michael MacKelvie , wealth advisor, and Daniel Sharkey...
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Your year-round tax planning check-up
June 18, 2024
Tax planning isn’t just a springtime activity. Just like going to the doctor for annual check-ups is a crucial...
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Podcasts

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

#169

Built to last: Mariner at 20

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May 14, 2026
#168

You’re ready for Mariner

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April 23, 2026
#167

Grief to joy: A conversation with Jenny Danaher

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March 5, 2026
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