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Insights

Estate and Gift Tax Quick Facts

April 28, 2025
Take advantage of the current lifetime gift and estate planning tax exemption before it sunsets at the end of...
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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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What Are the Implications of a Loan Versus a Financial Gift to a Family Member

April 1, 2024
Q: What is the difference between a gift and an intrafamily loan? A: The IRS defines an intrafamily...
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Tax Implications of Roth IRAs and Roth 401(k)s

Tax Implications of Roth IRAs and Roth 401(k)s

March 14, 2024
IRAs, Roth IRAs, 401(k)s are among the very basics of building a financial plan, and they apply to just...
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New Reporting Required for Certain Legal Entities: Does It Apply to You?

January 2, 2024
Read time: 3 minutes Effective Jan. 1, 2024, a new reporting requirement requires millions of entities to electronically...
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How to Shrink Your Long-term Capital Gains Taxes

December 14, 2023
Read time: 5 minutes When it comes to investing, what matters most isn’t what you earn—it’s what you...
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How Tax-Loss Harvesting Can Offset Capital Gains

November 2, 2023
Read time: 4 minutes Investing is usually thought of as a win-or-lose affair: Either your investments make money,...
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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

#159

Networking to Build Connections That Matter 

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June 12, 2025
#158

Financial Foresight: Why Learning Before You Decide Matters

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May 15, 2025
#157

Estate Planning for Blended Families

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May 1, 2025
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