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Insights

How the Timing of Withdrawals Can Make or Break Your Portfolio

How the Timing of Withdrawals Can Make or Break Your Portfolio

January 4, 2023
The saying “timing is everything” rings especially true when you are ready to retire and plan to start withdrawing...
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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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2023 Social Security Tax and Benefits Update for High Earners

2023 Social Security Tax and Benefits Update for High Earners

January 3, 2023
With inflation continuing to take a bite out of retirement benefits, the Social Security Administration has made some significant...
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Congress Passes Secure 2.0 Act Bringing Big Changes to Saving for Retirement

Congress Passes Secure 2.0 Act Bringing Big Changes to Saving for Retirement

January 2, 2023
At the end of 2022, Congress passed SECURE 2.0 Act legislation as part of a larger spending bill. SECURE...
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Navigating Estate Planning in a Digital World

Navigating Estate Planning in a Digital World

January 2, 2023
When you meet with an estate planning attorney, you may be focused on creating or updating traditional documents like...
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Choosing a Guardian and Trustee

Choosing a Guardian and Trustee

January 1, 2023
When planning for your family’s future, two critical decisions include choosing a guardian for your children should something happen...
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Accessing Your Risk Tolerance

Accessing Your Risk Tolerance

December 31, 2022
When the markets are volatile, you may be hesitant to login to your retirement accounts to see how much...
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What Are the Implications of a Loan Versus a Financial Gift to a Family Member

What Are the Implications of a Loan Versus a Financial Gift to a Family Member

December 30, 2022
Q: What is the difference between a gift and an intrafamily loan? A: The IRS defines an intrafamily...
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End of Year Wealth Planning Checklist

End of Year Wealth Planning Checklist

December 15, 2022
With only a few weeks left in the year, make sure you check everything off your financial list. On...
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Navigating Financial Conflicts Between Spouses Part 2

Navigating Financial Conflicts Between Spouses Part 2

December 8, 2022
In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Christina Lynn, practice management...
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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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Year-end Planning: 5 Strategies to Maximize Savings While Reducing Your Taxable Income

Year-end Planning: 5 Strategies to Maximize Savings While Reducing Your Taxable Income

December 1, 2022
As the year wraps up, you’ve most likely met with your wealth advisor about tax-advantaged moves to make by...
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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

#137

How Parents Can Teach Teens About Investing

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April 18, 2024
#136

Why Working With a Wealth Advisor Is Important

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April 4, 2024
#135

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

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March 14, 2024
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