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3 ways tax scammers are targeting you

Posted by The Simply Money Advisors Team on Mar 20, 2019 6:47:56 AM

Think you can tell a fake IRS notification from a real one?

Don’t get too cocky.

Because while it can be easy to think to yourself, “I would never fall for something like that,” tax scammers still fool people all the time.

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Topics: Scams

Finding your Social Security ‘sweet spot’

Posted by The Simply Money Advisors Team on Mar 13, 2019 8:15:18 AM

Social Security.

Do you know how it fits into your retirement plan?

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Topics: Social Security

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


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