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What to do (and not do) with your old 401(k)

Posted by The Simply Money Team on Apr 26, 2017 3:57:05 PM

During a working career, the average worker changes jobs about 11 times. That’s a lot of old 401(k) accounts! If you’re switching jobs, or have some old 401(k)s floating around, you technically have four options – though at Simply Money Advisors, we only think three are viable.

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Topics: 401(K)

From French elections to U.S. tax reform, stocks have a lot to process this week

Posted by The Simply Money Team on Apr 24, 2017 2:24:44 PM

Investors around the world breathed a sigh of relief on Monday as the first round of French elections points to France staying in the European Union.

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Topics: Economy, Stock market, Taxes

58,000 reasons to stop wasting money

Posted by The Simply Money Team on Apr 19, 2017 3:16:47 PM

Ah, spring! A time to go through your house and purge everything from those jeans you haven’t worn in a year, to those toys your kids lost interest in long ago, to those old, beat-up golf clubs that are just sitting in the corner in the garage… and all that other junk in the attic you’ve been holding on to forever because you “might need it someday.”

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Topics: Budgeting

North Korea worries start to seep into Wall Street

Posted by The Simply Money Team on Apr 17, 2017 2:38:50 PM

Fear is on the rise as Wall Street considers what might happen if the U.S. decides to take military action against North Korea. Any conflict would probably result in a drop in stock prices; however, that move would likely be short lived.

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Topics: Economy, Stock market

Do you know your Tax Day history? (Hint: It hasn't always been in April)

Posted by The Simply Money Team on Apr 12, 2017 3:20:25 PM

We’re just six days away from Tax Day! But how much do you actually know about this day Americans love to hate?

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Topics: Taxes

Federal Reserve surprises markets

Posted by The Simply Money Team on Apr 10, 2017 4:30:57 PM

Last week's meeting between President Trump and Chinese President Xi helped to reduce the chances of a potential trade war.

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Topics: Federal Reserve

Are you using the right kind of retirement accounts?

Posted by The Simply Money Team on Apr 5, 2017 2:55:59 PM

There are a lot of ways you can save money for the future. Some of the most common include a traditional 401(k), Roth 401(k), traditional IRA (Individual Retirement Account), Roth IRA, HSA (Health Savings Account), and even “taxable” investment accounts. Whew!

So how should you prioritize your saving to be the most tax efficient? First, a few definitions:

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Topics: Retirement Savings, 401(K), Taxes

Powerful presidents meet and what it means to you

Posted by The Simply Money Advisors Team on Apr 3, 2017 11:31:33 AM

This week two of the most powerful people in the world - U.S. President Donald Trump and Chinese President Xi Jingping meet for the first time. Mr. Trump was a strong critic of the Chinese when campaigning for president, accusing them of stealing middle class jobs and manipulating their currency. One of the main questions is whether Mr. Trump's tough talk will lead to a strong negotiating position or to a trade war. Few expect any major economic announcement coming from these talks on Thursday and Friday, although anything is possible. If President Trump indicates a tough trade stance on China, it's likely stock markets will experience some short-term ups and downs. However, if China makes a few concessions like investing in the U.S. to create jobs here, this news could be very good for your investments.

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Topics: Economy, Federal Reserve, Interest Rates

Stop your 'scoreboard watching'

Posted by The Simply Money Team on Mar 29, 2017 3:25:39 PM

The last two weeks have been a sports fan’s dream – March Madness has lived up to its name! And if you filled out a bracket (or two, or three), we know you’ve been doing a lot of “scoreboard watching:” Which team is winning? Losing? Who’s making a comeback? Is there an upset alert?

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Topics: Investing, Financial Planning

What the health care bill's defeat could mean for stocks

Posted by The Simply Money Team on Mar 27, 2017 2:28:08 PM

Last Friday, Congress decided not to change The Affordable Care Act by not even voting on its potential replacement, The American Health Care Act. While it's debatable if this is good for the country or not, this failure is causing some Wall Street investors to wonder what it means for President Trump's pro-business economic policies – tax reform and infrastructure spending.

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Topics: Stock market, Federal Reserve



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.


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