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3 things to consider before you relocate

Posted by The Simply Money Advisors Team on Oct 10, 2018 11:17:35 AM

You’ve probably thought about moving to a new region, or maybe even another country. In fact, according to Bankrate.com, 60% of all people between the ages of 50 and 65 consider such a move likely, with most of those eyeing a new home that’s more than 100 miles away.

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Topics: Life in Retirement, Retirement Planning

Should rising interest rates be a concern?

Posted by The Simply Money Advisors Team on Oct 8, 2018 12:44:02 PM

The big story last week was interest rates, as yields on the 10-year government bond jumped to 3.23% (the highest level on long-term rates since May 2011). Two of the main reasons for this move were the September jobs data and the Federal Reserve, our nation’s central bank.

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Topics: Economics

The boring account that could save your finances

Posted by The Simply Money Advisors Team on Oct 2, 2018 12:36:07 PM

How prepared are you for a financial emergency in your life?

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Topics: Financial Planning

We have a trade deal (just not with China)

Posted by The Simply Money Advisors Team on Oct 1, 2018 8:45:42 AM

On Sunday night, the U.S. and Canada revamped the North American Free Trade Agreement (NAFTA) by agreeing to a new trade deal called the U.S.-Mexico-Canada agreement (USMCA).

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Topics: Economics

Haven’t frozen your credit yet? There’s no excuse now

Posted by The Simply Money Advisors Team on Sep 26, 2018 7:52:08 AM

For years now on our Simply Money radio show, we’ve been huge proponents of credit freezes. They’re one of the easiest ways for you to pro-actively protect your personal information from identity thieves.

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Topics: Identity Theft

Trade ‘spat’ now a full-blown trade war

Posted by The Simply Money Advisors Team on Sep 24, 2018 10:15:57 AM

President Trump decided last week to impose tariffs (taxes) on $200 billion of Chinese goods, which is on top of tariffs already in place on $50 billion of goods.

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Topics: Economics

4 ‘must-dos’ if you want to retire early

Posted by The Simply Money Advisors Team on Sep 19, 2018 12:49:40 PM

Oh, another week at the office.

Let’s be honest. You’ve probably, at some point, dreamed of retiring early. You’ve imagined the thrill of walking into your boss’ office, confidently saying, “I’m outta here,” and heading towards the closest beach… or golf course… or wherever else your heart desires.

If you think this is just a dream, reality could be closer than you think. That is, if you’re planning properly.

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Topics: Retirement

How an account usually used for college expenses can improve your retirement quality of life

Posted by The Simply Money Advisors Team on Sep 12, 2018 5:24:00 PM

As you get closer to retirement, do you know what you’re going to do with all your free time? It’s a question you need to start thinking about. After all, you’ll need to fill the 40 or more hours per week that were once occupied by work.

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Topics: Life in Retirement, Retirement Planning

3 rules to follow when hiring a financial advisor

Posted by The Simply Money Advisors Team on Sep 5, 2018 5:21:00 PM

If you’re working with a financial advisor, be sure to keep the following in mind. After all, you’re paying them with your hard-earned money.

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Topics: Financial Planning

3 retirement 'investments’ (and 1 type of person) to avoid

Posted by The Simply Money Advisors Team on Aug 31, 2018 5:13:00 PM

You’ve been working hard and saving well your entire life. Don’t let one bad decision destroy everything you’ve been planning for! These are some of the most common investment products, scams and fads aimed almost exclusively at retirees and pre-retirees.

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Topics: Retirement Planning

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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