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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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Looking for a Melt-Up, a Meltdown, or Just a Solid Year? We Like Door No. 3!

March 6, 2024
Read time: 16 minutes “We’re runnin’ outta time So, tonight we’re gonna party like it’s 1999.” –...
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The Big Picture: GDP Growth and Productivity

March 5, 2024
Read time: 12 minutes Over the last 12 months, I have been writing about my longer-term vision of...
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2024 Retirement Plan Limits

2024 Retirement Plan Limits

March 4, 2024
The Internal Revenue Service announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items...
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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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7 Common Estate Planning Mistakes to Avoid

February 28, 2024
Simply stated, estate planning is the process of developing and implementing a “master plan” to facilitate the distribution of...
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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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Can the 2023 “Goldilocks” Economy Continue in 2024?

February 5, 2024
Read time: 6 minutes The numbers are in—no more guessing about growth levels or inflation rates for 2023....
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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

#138

Cash Balance Plans Explained

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May 2, 2024
#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
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