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Insights

Are You Planning for Taxes Year-Round?

Are You Planning for Taxes Year-Round?

September 7, 2023
We recommend discussing proactive tax planning with your wealth advisor and tax professional throughout the year to help ensure...
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Relocating to a Tax-Friendly State

Relocating to a Tax-Friendly State

August 25, 2023
If you’re retiring and thinking about relocating or have a job that allows you to live anywhere, it may...
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2023 Tax Planning Strategies

2023 Tax Planning Strategies

August 24, 2023
We may not be at the end of the year yet, but now is the time to start end-of-year...
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The Ins and Outs of Establishing a Domicile in the U.S. or Abroad

The Ins and Outs of Establishing a Domicile in the U.S. or Abroad

July 6, 2023
If you have a hometown residence but spend more than half your time at your vacation getaway in the...
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6 Tips for Tax-Free Gifting

6 Tips for Tax-Free Gifting

April 4, 2023
The annual gift tax exclusion is a win-win for taxpayers, allowing you to share your wealth during your lifetime...
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5 Common Tax Questions

5 Common Tax Questions

March 15, 2023
Q: Does it make sense for me to itemize deductions on my taxes? A:  It depends. If your...
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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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5 Benefits of a Health Savings Account

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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End of Year Tax Checklist

End of Year Tax Checklist

September 29, 2022
In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...
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Tax-Loss Harvesting

Tax-Loss Harvesting

September 15, 2022
In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...
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Tax Planning During Market Corrections

Tax Planning During Market Corrections

September 3, 2022
Economic downturns and market corrections can provide opportunities for investors. Though it may be painful to watch your account...
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Discover the Tax Advantages of “Superfunding” a 529 Plan

Discover the Tax Advantages of “Superfunding” a 529 Plan

August 1, 2022
A 529 plan offers tax and estate planning advantages for those funding the cost of higher education for a...
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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

Financial Foresight: Why Learning Before You Decide Matters

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May 15, 2025
#158

Estate Planning for Blended Families

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May 1, 2025
#157

Teach Your Child to Be Financially Independent

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April 17, 2025
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