Money Advice

Don't cash this check

Posted by The Simply Money Team on Sep 28, 2016 1:48:39 PM

When it comes to the latest financial scams making the rounds, you have to give the con artists credit – their newest one certainly does not lack for boldness.

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Topics: Scams & ID Theft Alerts

Don't let scammers tap into your irrationality

Posted by The Simply Money Team on Sep 7, 2016 2:08:54 PM

The “rational” part of your brain understands that successful investing is all about consistent financial behavior and sticking to a long-term plan. Scam artists want nothing to do with this kind of thinking. They target and manipulate the “irrational” parts of your brain, the parts that want to believe that quick-and-easy wealth with little or no downside is not only possible but also probable – as long as you take their unsolicited advice.

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Topics: Investing, Scams & ID Theft Alerts

Watch Out For "The Dirty Dozen"

Posted by The Simply Money Team on Mar 23, 2016 7:00:00 AM

The IRS takes its fair share of grief from the general public, but hats-off for their annual effort to list the top twelve – or ‘Dirty Dozen’ – tax scams. We all know there are unscrupulous people trying to separate you from your money, but an updated annual reminder is certainly worthy of a few minutes of your time.

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Topics: Taxes, Scams & ID Theft Alerts


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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