Money Advice

How to make the most of your tax refund

Posted by The Simply Money Advisors Team on Mar 21, 2018 1:04:42 PM

Ready to use your tax refund to splurge on a lavish vacation or a new wardrobe?

You may want to reconsider!

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Topics: Taxes

Fed in focus this week, but D.C. noise could be a distraction

Posted by The Simply Money Advisors Team on Mar 19, 2018 1:49:23 PM

This week, all eyes will be on the Federal Reserve (Fed), our nation’s central bank, as it will likely increase short-term interest rates on Wednesday, March 21st.

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Topics: Economy

Divorced? You may be eligible for ex-spouse Social Security benefits!

Posted by The Simply Money Advisors Team on Mar 14, 2018 2:13:39 PM

Social Security and all its claiming strategies can be really confusing! Take this, for example: did you realize there’s something called an ex-spouse benefit? If you were married for more than 10 years, you may be eligible to receive a portion of your ex’s benefit without them having any involvement.

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Topics: Social Security

Major concerns subside; jobs report strong

Posted by The Simply Money Advisors Team on Mar 12, 2018 1:09:09 PM

Last week, two concerns were top of mind for Wall Street: trade wars and inflation.

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Topics: Economy

The secret to balancing short term and long-term goals

Posted by The Simply Money Advisors Team on Mar 7, 2018 3:16:28 PM

Take a moment to picture your ideal life in retirement – everything from the car you drive to what you choose to wear on the weekends. Be as specific as possible and don't leave anything out. Once you do that, read on…

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Tariffs, trade wars, and bears; oh my!

Posted by The Simply Money Advisors Team on Mar 5, 2018 1:48:36 PM

President Trump's announcement of steel and aluminum tariffs (taxes), as well as comments from Federal Reserve Chair Jerome Powell, caused stock market turbulence to pick up last week.

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Topics: Economy

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

Is inflation a worry? Fed Chair Powell to testify this week

Posted by The Simply Money Advisors Team on Feb 26, 2018 2:48:23 PM

This week, you’ll get a chance to meet the new Chair of the Federal Reserve (Fed), our nation’s central bank; Jerome Powell will testify before the House and the Senate on Tuesday and Thursday, respectively.

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Topics: Economy

How disorganization can cost you during tax time

Posted by The Simply Money Advisors Team on Feb 21, 2018 1:31:52 PM

During tax time, do you frantically rummage through your documents to find everything you need, or think you’ll need? It’s easy to just throw pieces of paper in different places around the house, like W-2s in a closet and 1099s in a drawer.

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Topics: Taxes

The growing economy and corporate profits put investors at ease

Posted by The Simply Money Advisors Team on Feb 19, 2018 2:45:25 PM

The stock market had its best week since January 2013 after having struggled in the previous two weeks.

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Topics: Investing, Economy


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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