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The ins-and-outs of a 401(k) in-service distribution

Posted by The Simply Money Advisors Team on May 23, 2018 3:39:36 PM

At Simply Money Advisors, we like to educate you on all of your options for retirement planning. There are many different aspects you have to consider, including lifestyle, tax strategies, insurance, and retirement accounts.

Another factor to think about is a potential ‘in-service distribution.’ Not all 401(k) plans give you this option, but it may be something to consider if yours does. 

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Topics: 401(K), Retirement

U.S. and China declare trade war truce, higher interest rates and oil prices the new concern

Posted by The Simply Money Advisors Team on May 21, 2018 12:22:37 PM

The U.S. and China have declared a truce on the trade war that has been troubling Wall Street. Over the weekend, Treasury Secretary Steven Mnuchin said, “We are putting the trade war on hold. Right now, we have agreed to put the tariffs on hold...”

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Topics: Economy

Single? How you should approach retirement planning

Posted by The Simply Money Advisors Team on May 16, 2018 3:28:40 PM

With more Americans forgoing or prolonging marriage, as well as an increase of divorces for those over the age of 50, many of you may end up retiring single. And while being single can have its advantages such as not saving for college if you don’t have children, there are some specific retirement planning challenges that single individuals may face. 

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Topics: Retirement

Oil prices rising, but U.S. economy still healthy

Posted by The Simply Money Advisors Team on May 14, 2018 12:13:22 PM

U.S. relations with the rest of the world dominated headlines last week and will likely take center stage again this week.

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Topics: Economy

Unemployment rate reached 17-year low as more people leave the workforce

Posted by The Simply Money Advisors Team on May 7, 2018 1:44:15 PM

The devil is in the details. Even though April's unemployment rate dropped from 4.1% to 3.9%, hitting a 17-year low, it wasn't because significantly more people found jobs. It was actually due to 236K people dropping out of the labor force. In a separate part of the April jobs report, businesses reported they were employing 164K more people than the prior month. 

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Topics: Economy

GDP and corporate earnings exceed expectations

Posted by The Simply Money Advisors Team on Apr 30, 2018 3:13:32 PM

Wall Street’s nerves were high at the start of last week, as interest rates jumped with the yield on 10-year government bond hitting 3%. Fortunately, strong earnings from companies like Facebook and Amazon helped ease those nerves and lift markets. 

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Topics: Economy

How to leave behind a lasting legacy

Posted by The Simply Money Advisors Team on Apr 25, 2018 2:19:58 PM

You’ve worked your entire life to plan and prepare for retirement, so wouldn’t it be nice to leave a legacy behind for your loved ones? But leaving a legacy to your children, grandchildren, or favorite charity, takes a lot of planning, dedication, consistency, and support. 

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Topics: Financial Planning

Economic growth pulls back, yet earnings remain strong

Posted by The Simply Money Advisors Team on Apr 23, 2018 2:04:47 PM

Corporate earnings will again be the most important item for Wall Street this week.

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Topics: Economy

Explaining bonds, a vital part of your investment mix

Posted by The Simply Money Advisors Team on Apr 18, 2018 1:28:23 PM

Does financial jargon seem confusing to you? If you listen to any financial media, you may find yourself lost in a sea of words of which you have no concept of their meaning. And even if you do have an understanding of basic terms, there may still be some information you’re missing. 

A bond may be one of the common terms you think you understand, but are you sure? Here’s a deeper look into the investment so you have a better working knowledge.

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Topics: Investing

Positive developments on trade; earnings season now in spotlight

Posted by The Simply Money Advisors Team on Apr 16, 2018 12:07:44 PM

A trade war with China has been the major fear gripping the markets over the past few weeks, but fortunately, tensions eased last week thanks to conciliatory comments from President Trump and Chinese President Xi.

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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.

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