Money Advice

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?

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Topics: Financial Planning

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.

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Topics: Financial Planning

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.

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Topics: Financial Planning, Taxes

Tricks for paying off your mortgage early

Posted by The Simply Money Advisors Team on May 30, 2018 2:59:20 PM

Wouldn’t it be nice to not have to worry about your mortgage payment? Wouldn’t it free up a lot of extra cash for other expenses?

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Topics: Financial Planning

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

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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