Insights Archive

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Insights

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

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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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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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

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?

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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Navigating Financial Conflicts Between Spouses Part 1

December 1, 2022

In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Christina Lynn, practice management...

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Sequence of Returns Risk: The $1,000,000+ Timing Risk in Retirement

November 30, 2022

The timing of when you begin to draw income from retirement accounts, not necessarily average returns, can be worth...

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What We’re Grateful For

November 17, 2022

In preparation for Thanksgiving, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor, share what they...

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5 Benefits of a Health Savings Account

November 10, 2022

In this week’s episode of Your Life Simplified, Mike MacKelvie , wealth advisor, and special guest Kevin Ahern, human...

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Establish A Donor-Advised Fund: Give to Charities While Enjoying Tax Advantages

November 4, 2022

You may be wondering how you can minimize your tax burden and do some good at the same time....

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Getting the Most Out of Open Enrollment

November 3, 2022

In this week’s episode of Your Life Simplified, Mike MacKelvie , wealth advisor, and special guest Kevin Ahern, human...

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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.

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2023 Social Security Tax and Benefits Update for High Earners