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Why ‘sophisticated’ investments aren’t necessarily superior

Posted by The Simply Money Advisors Team on Feb 13, 2019 7:50:18 AM

There’s a perception among some investors that it’s time to shake things up once they reach a certain threshold of savings.

But most complex investment products end up being far more trouble than they’re worth.

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Topics: Investing

What to do if you don’t have a 401(k)

Posted by The Simply Money Advisors Team on Feb 6, 2019 9:41:26 AM

Perhaps surprisingly, there are many other workers in the same boat with you. According to data from The Pew Charitable Trusts, about 35% of private sector workers older than 22 don’t have access to this kind of retirement plan.

Not great news. But also, not the end of the world.

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Topics: Retirement Planning

4 money-saving tax tips

Posted by The Simply Money Advisors Team on Jan 30, 2019 11:16:12 AM

Over the course of your life, you might spend thousands of hours monitoring your investments and savings.

But how much time do you spend on tax planning? Because, let’s face it, filing your taxes is a chore and a bore.

But their complexity (and the potential return on your time investment) means you have to plan for them (sometimes years in advance) to save as much money as you can.

View it as an opportunity.

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Topics: Taxes

Stop putting it off! 5 reasons to get an estate plan in place

Posted by The Simply Money Advisors Team on Jan 23, 2019 8:59:42 AM

We know you don’t want to deal with it.

But you need to get it done.

Then you can put it behind you and never think about it again. 

Yet more than 50% of people with children don’t have a simple will. [1] This is inviting tragedy that never has to happen. Because, truth be told? It’s not that hard.

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Topics: Financial Planning

Retiring before age 65? Here are 6 healthcare options

Posted by The Simply Money Advisors Team on Jan 16, 2019 6:29:38 AM

Do you have a plan for healthcare in retirement?

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Topics: Retirement Planning

Don’t shortchange your retirement by making this simple IRA mistake

Posted by The Simply Money Advisors Team on Jan 9, 2019 8:24:33 AM

Some of the most successful retirees we see at Simply Money Advisors pay attention to the little details long before they retire. Increasing 401(k) contributions when IRS limits go up. Refinancing their mortgage to reduce their monthly payment. Tracking expenses.

If you want to follow in their footsteps, we have a question for you: Have you thought about your traditional IRA or Roth IRA lately, or are they only something that cross your mind around tax time?

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Topics: Retirement Planning

Strong jobs report calms Wall Street

Posted by The Simply Money Advisors Team on Jan 7, 2019 10:55:30 AM

A blowout December jobs report and soothing comments from Federal Reserve Chair Jerome Powell calmed Wall Street late last week.

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Topics: Economics

3 ways to create a better resolution

Posted by The Simply Money Advisors Team on Jan 2, 2019 6:16:26 AM

It’s that time of year! Have you made any money resolutions for 2019?

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Topics: Financial Planning

Your (quick) survival guide for market turbulence

Posted by The Simply Money Advisors Team on Dec 19, 2018 8:23:09 AM

It’s been a wild few weeks if you’re a stock investor. At Simply Money, we want to share a few important reminders we think will help keep you sane.

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Topics: Investing

Trade war tensions ease; holiday spending beats expectations

Posted by The Simply Money Advisors Team on Dec 17, 2018 12:01:45 PM

Trade tensions between the U.S. and China calmed down last week, as China is planning to reduce tariffs on U.S. automobiles by 25% and increase purchases of U.S. agricultural products, including soybeans and corn.

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Topics: Economics

Disclaimer

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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