Money Advice

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

How to help your children (or grandchildren) save for college

Posted by The Simply Money Advisors Team on Apr 4, 2018 2:45:41 PM

Did you know the average ‘moderate’ cost for college in 2017-2018 was about $25,290 for an in-state public school? If your child or grandchild would like to attend a four-year school, you’re looking at about $101,000!

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Topics: Financial Planning

How to set (and crush) your goals

Posted by The Simply Money Advisors Team on Jan 11, 2018 11:50:14 AM

Wouldn’t it be nice to lose 10 pounds? Or maybe pay for your dream vacation to Europe in cash?

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Topics: Financial Planning

Looking for a financial planner? 5 questions they should be asking you

Posted by The Simply Money Advisors Team on Jan 3, 2018 2:53:56 PM

When you’re interviewing for a new job, it’s not only important that you’re a good fit for that company, but to feel as though they’re a good fit for you as well. They may ask you various questions to get to know you and determine if you’re suitable for their culture. 

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Topics: Financial Planning

Are you up for a challenge? Try the Simply Money Advisors 2018 Monthly Money Challenge!

Posted by The Simply Money Advisors Team on Jan 1, 2018 1:00:00 PM

Happy 2018! This year, Simply Money Advisors thought it would be fun to present you with 12 monthly money challenges to help you either save money, make money, or simply just get you thinking about your personal finances. 

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Topics: Financial Planning, Budgeting

Don't let 2018 predictions derail your money

Posted by The Simply Money Advisors Team on Dec 6, 2017 11:57:23 AM

What do you think of when you think about the holidays? Snow? Cookies? The best stock picks for 2018? Most likely not! 

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Topics: Financial Planning

How to build wealth without winning the lottery

Posted by The Simply Money Advisors Team on Oct 11, 2017 4:17:48 PM

Did you recently win the lottery? Or maybe recently inherited millions of dollars from your second aunt once removed?

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Topics: Financial Planning

These are the important documents you should be protecting

Posted by The Simply Money Advisors Team on Sep 20, 2017 2:40:21 PM


Natural disasters happen all the time. You see them daily on the news. Everything from forest fires to hurricanes to flash flooding to tornadoes can leave you in awe at what Mother Nature is capable of.

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Topics: Financial Planning

The big lesson you can learn from today's retirees

Posted by The Simply Money Advisors Team on Sep 13, 2017 3:03:48 PM

Do you know the #1 concern of current retirees? It’s not how much they’ve saved. Instead, most people over the age of 50 fear being inadequately prepared for future healthcare costs!

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Topics: Financial Planning, Retirement

Should you buy travel insurance?

Posted by The Simply Money Advisors Team on Sep 12, 2017 11:00:00 AM


As the clean-up from Hurricanes Harvey and Irma continues, travel insurance is a big topic that we keep hearing about at Simply Money Advisors. You work hard and spend hours planning and organizing your vacations, so it can seem worthwhile to protect your time spent and the money you’ve worked hard to save. Yet only 21% of travelers say they buy travel insurance with 7% saying they buy it regularly, according to Princeton Survey Research Associates International. 

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Topics: Financial Planning

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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