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Insights

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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How to Get the Maximum Social Security Benefit
April 1, 2024
Read time: 4 minutes If you’re a high earner and meet certain qualifications, you could receive the highest...
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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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Have You Planned How You’ll Spend Your Time Once Retired?
March 7, 2024
Read time: 4 minutes Retirement planning usually focuses on saving enough, Social Security and Medicare, but there’s a...
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You Can Now Roll Unused 529 Plan Funds Into a Roth IRA
March 4, 2024
Read time: 5 minutes Investing in a 529 plan can be a great way to fund a child’s...
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Estate Planning: Protect Your Legacy & Avoid These Mistakes

Estate Planning: Protect Your Legacy & Avoid These Mistakes
February 29, 2024
No one likes planning their mortality, but this is not time made but time spent. The challenges and financial...
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Non-Financials of Retirement

Non-Financials of Retirement
February 15, 2024
What is it that people get wrong about retirement? On this episode of Your Life Simplified, Michael MacKelvie ,...
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Original Medicare Supplement Insurance: What to Know About Medigap Plans
February 2, 2024
Read time: 3 minutes While Medicare provides essential health insurance for Americans ages 65 and older, it doesn’t...
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Age in Place? Move to a Retirement Community? Planning Tips for Retirement Housing
February 1, 2024
Read time: 6 minutes America is graying: Within 10 years, those ages 65 and older are projected to...
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How to Prepare for Maternity Leave

How to Prepare for Maternity Leave
February 1, 2024
Having a new child can bring immense amounts of joy, but it can also bring stress, especially when it...
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Rebalancing Your Portfolio

Rebalancing Your Portfolio
January 18, 2024
The one constant in life is change, and the markets are no exception to this, which leads to a...
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Strategies to Combat Inflation
January 5, 2024
The escalating cost of living over the past few years has impacted people from all walks of life, creating...
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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

#164

Growing forward—insights on leadership and life

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November 13, 2025
#163

Think Mariner Is Just for Individuals? Think Again. 

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October 14, 2025
#162

Concentrated Stock: Strategies to Protect Your Wealth

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September 23, 2025
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