Money Advice

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.

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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.

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Topics: Retirement

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

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

How to help your adult kids without giving money

Posted by The Simply Money Team on May 9, 2018 2:23:26 PM

“You give a poor man a fish and you feed him for a day. You teach him to fish and you give him an occupation that will feed him for a lifetime.”

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Topics: Budgeting, Retirement

Why you should start celebrating your financial victories

Posted by The Simply Money Advisors Team on Feb 28, 2018 3:17:44 PM

You’ve set money goals. You’ve achieved those goals. Now you deserve to be rewarded!

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Topics: Retirement

What's the purpose of retirement?

Posted by The Simply Money Advisors Team on Feb 8, 2018 2:51:12 PM

Retirement is a common goal for most workers today - you're probably hoping to get there someday - but did you know that retirement is a fairly recent concept?

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Topics: Retirement

Worried you'll be bored in retirement? Try these ideas

Posted by The Simply Money Advisors Team on Nov 29, 2017 1:16:23 PM

Picture this: you wake up on your first day of retirement. You sleep in because you have nowhere else to be. You’re cozy in your warm bed, but you decide to make your way downstairs to make a fresh pot of coffee.

Then it hits you. What will you do with all your free time? After you have coffee, what’s next? Sitting on the couch watching TV for the next 20-plus years?

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Topics: Retirement

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

Is fake news plaguing your retirement plan?

Posted by The Simply Money Advisors Team on Jul 5, 2017 1:41:59 PM

Where do you get your news? Is it from CNBC or The Wall Street Journal? Fox News or The New York Times? You trust the media to give you the appropriate information. But what happens when you’ve been led astray?

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Topics: Retirement


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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