Money Advice

The U.S. economy is chugging along

Posted by The Simply Money Advisors Team on Jan 15, 2018 2:15:52 PM

The economic data continues to show a very healthy U.S. economy.

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Topics: Economy

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

Retirement age isn’t the only factor you should consider when taking Social Security

Posted by The Simply Money Advisors Team on Jan 10, 2018 3:18:09 PM

A common factor that most married couples don’t consider is what will happen if one of them dies. While this topic may make you uncomfortable, it’s worth your time to think about.

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Topics: Social Security

Jobs report misses expectations; inflation worries tick up

Posted by The Simply Money Advisors Team on Jan 8, 2018 2:26:12 PM

The big news last week was the jobs report, which was slightly underwhelming.

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Topics: Economy

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

Simply Money Advisors' 2018 economic outlook

Posted by The Simply Money Advisors Team on Jan 2, 2018 1:28:24 PM

Stocks benefited from a healthy global economy and growing corporate profits in 2017. Will 2018 be able to follow in the steps of a strong 2017?

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Topics: Investing, Economy

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

How to recover after busting your holiday budget

Posted by The Simply Money Advisors Team on Dec 27, 2017 9:18:02 AM

Congratulations, you made it through the holidays!

Now, it’s time to review your budget. It’s easy to spend more than you planned with the hustle and bustle of the holiday season. If you went over your budget in the last month or two, Simply Money Advisors has a few ways to help you get back on track.

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Topics: Budgeting

Yes, corporations are the big tax reform winners. But don't get mad, get even.

Posted by The Simply Money Advisors Team on Dec 21, 2017 9:06:11 AM

The Senate and House have officially voted to change the U.S. tax code, something that hasn’t been accomplished in more than 30 years. Generally speaking, corporations will be getting a permanent tax cut, and you, as an individual, will be getting a temporary tax cut.

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Topics: Investing, Taxes

7 of the weirdest tax deductions

Posted by The Simply Money Advisors Team on Dec 20, 2017 4:00:00 PM

It may be December, but in reality, tax time is right around the corner. Whether you like to do your taxes as soon as you receive your documents or procrastinate until the last minute, it may be good to know when you may be missing out on certain tax breaks.

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Topics: Taxes


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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