Money Advice

A new, unique way to think about saving

Posted by The Simply Money Advisors Team on Aug 15, 2018 12:00:00 PM

When you hear the phrase “saving money,” what comes to mind? Take a few seconds to think of a few related words. We’ll wait.

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Topics: Financial Planning

Wall Street nervous about international problems

Posted by The Simply Money Advisors Team on Aug 13, 2018 2:15:35 PM

International concerns weighed on U.S. markets last week, as Wall Street’s nerves were high due to Turkey’s currency plunging, ‘Brexit’ negotiations stalling, and the trade spat with China not letting up.

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Topics: Investing, Economy

Be careful of the ‘4% Rule'

Posted by The Simply Money Advisors Team on Aug 8, 2018 2:01:15 PM

As you plan for retirement, you might come across something called the “4% Rule.” Its premise? If you take out 4% from your accounts in your first year of retirement (then adjust that amount each ensuing year for inflation), you would have enough money to last you 30 years. What a promise!

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Topics: Financial Planning

Solid job growth, but tariffs still in the spotlight

Posted by The Simply Money Advisors Team on Aug 6, 2018 3:36:24 PM

The robust job market continues be an important force in the U.S. economy.

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Topics: Economy

Shop tax-free this weekend!

Posted by The Simply Money Advisors Team on Aug 1, 2018 10:37:06 AM

Take just one look inside Tri-State stores and you’ll know right away: it’s officially back-to-school time! And if you have kids going back to school, you know that everything from crayons, markers, notebooks, folders, electronics, and clothes will be eating up your budget this month.

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Topics: Budgeting, Deals & Discounts

U.S. growth hits it out of the park

Posted by The Simply Money Advisors Team on Jul 30, 2018 1:41:56 PM

The U.S. economy surged 4.1% from April through June, which was its fastest pace since late 2014. The growth was driven by spending by you (the consumer), business spending, and an increase in exports.

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Topics: Economy

Why you're saving too much in your 401(k)

Posted by The Simply Money Advisors Team on Jul 25, 2018 3:00:00 PM

How much are you saving in your traditional 401(k)? Something like 7% of your paycheck? 10%? More?

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Topics: 401(K)

Stocks ignore tough trade talk, focus on earnings instead

Posted by The Simply Money Advisors Team on Jul 23, 2018 12:59:58 PM

Stocks were steady last week despite the increasingly tough trade talk from President Trump, who threatened to slap tariffs (taxes) on all $505 billion of China’s imported goods.

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Topics: Economy

3 changes that could come to Social Security

Posted by The Simply Money Advisors Team on Jul 18, 2018 3:00:00 PM

If you haven’t retired and you’re counting on a specific amount of Social Security income to fund your post-career lifestyle, you probably shouldn’t allocate those dollars just quite yet.

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Topics: Social Security

The U.S./China trade spat shows no signs of letting up

Posted by The Simply Money Advisors Team on Jul 16, 2018 1:43:58 PM

After the U.S. imposed tariffs on $34 billion of Chinese goods on July 6th, China immediately retaliated with tariffs on the same amount of US goods. Because of China's retaliation, the U.S. announced last week, on July 10th, tariffs on $200 billion of Chinese goods that could go into effect around August 23rd.

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Topics: 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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