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Tax Strategies for Funding Higher Education

Tax Strategies for Funding Higher Education
January 4, 2023
Parents typically use 529 accounts to cover the costs of paying for their children’s college. The advantages are that...
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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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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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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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Navigating Financial Conflicts Between Spouses Part 1 

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

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

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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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

#182

Activating your true potential: A conversation with Heroic’s CEO

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October 15, 2026
#181

You’re ready to start giving while you’re living

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September 24, 2026
#180

You’re ready to protect what you’ve built

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September 17, 2026
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