Money Advice

3 changes that could come to Social Security

Posted by The Simply Money Advisors Team on Jul 18, 2018 3:00:00 PM

If you haven’t retired and you’re counting on a specific amount of Social Security income to fund your post-career lifestyle, you probably shouldn’t allocate those dollars just quite yet.

Read More

Topics: Social Security

The U.S./China trade spat shows no signs of letting up

Posted by The Simply Money Advisors Team on Jul 16, 2018 1:43:58 PM

After the U.S. imposed tariffs on $34 billion of Chinese goods on July 6th, China immediately retaliated with tariffs on the same amount of US goods. Because of China's retaliation, the U.S. announced last week, on July 10th, tariffs on $200 billion of Chinese goods that could go into effect around August 23rd.

Read More

Topics: Economy

Your secret weapon in fighting retirement healthcare costs

Posted by The Simply Money Advisors Team on Jul 11, 2018 1:58:56 PM

What’s your biggest worry about retirement? If it’s healthcare costs, you’re not alone. According to a new survey, more than one-third of respondents ranked medical bills as their most concerning retirement expense.

Read More

Topics: Retirement

Don’t let these 4 ‘financial fireworks’ blow up your retirement!

Posted by The Simply Money Advisors Team on Jul 4, 2018 12:00:00 PM

Happy 4th of July! We hope you’ll be spending today enjoying time with family and friends, grilling out in the backyard, watching the red, white, and blue fireworks light up the night sky over the Tri-State.

Read More

Topics: Retirement

There’s more value to working with a financial advisor than you think

Posted by The Simply Money Advisors Team on Jun 27, 2018 1:07:16 PM

What do you think a financial advisor does?

Read More

Topics: Financial Planning

Are growing recession fears warranted?

Posted by The Simply Money Advisors Team on Jun 25, 2018 11:05:09 AM

Recession fear has been rising over the past few weeks with some investors worried the Federal Reserve, our nation’s central bank, will raise short-term interest rates too quickly, causing the economy to shrink.

Read More

Topics: Economy

The financial questions you should be asking yourself this summer

Posted by The Simply Money Advisors Team on Jun 20, 2018 3:00:00 PM

Summertime is in full force here in the Tri-State: it’s hot and sticky, the kids or grandkids are already driving you nuts, and you have a thousand things to do before you head out on vacation.

Read More

Topics: Financial Planning

Our trade ‘spat’ with China escalates

Posted by The Simply Money Advisors Team on Jun 18, 2018 11:55:56 AM

Last week was perhaps the most highly anticipated week of the year with the U.S./North Korea summit, the Federal Reserve hiking short-term interest rates, the U.S. releasing its list of Chinese products subject to tariffs, and China stating they will respond with tariffs of equal scale. One normally would have expected tremendous stock volatility, but stocks were calm.

Read More

Topics: Economy

Does your teen have a summer job? This is the best savings tool

Posted by The Simply Money Advisors Team on Jun 13, 2018 3:00:00 PM

Every summer, teenagers around the Tri-State experience the rite of passage known as ‘working a summer job.’ And while all that extra cash can come in handy for gas money or buying the latest and greatest smartphone, we hope they’re saving some as well – and saving it in the right place.

Read More

Topics: Financial Planning, Taxes

All eyes on trade talks and North Korean summit

Posted by The Simply Money Advisors Team on Jun 11, 2018 2:41:54 PM

It’s a big week in the U.S. and abroad with plenty of important economic data, key central bank meetings, the U.S./North Korea summit, and of course, continued talk about trade with other countries.

Read More

Topics: Economy

Disclaimer

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Simply Money Advisors), or any non-investment related content, made reference to directly or indirectly will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, this content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained here serves as the receipt of, or as a substitute for, personalized investment advice from Simply Money Advisors. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Simply Money Advisors is neither a law firm, a certified public accounting firm, nor a tax advisory firm and no portion of the blog content should be construed as legal, accounting, or tax advice. Please consult your own attorney, accountant, and tax advisor for legal, accounting, and tax advice. A copy of the Simply Money Advisors’ current written disclosure statement discussing our advisory services and fees is available for review upon request. Advisory services offered through Simply Money Advisors, a SEC registered investment adviser. Insurance services are offered through Simply Money Insurance Agency, a separate entity from Simply Money Advisors. Simply Money™ and the spiral symbol are trademarks of Simply Money IP Holdings, LLC.

Simply Money Advisors

Your trusted financial planning partner helping to protect your money and make it grow.

Subscribe to Blog Updates

Recent Posts