Money Advice

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

The ins-and-outs of a 401(k) in-service distribution

Posted by The Simply Money Advisors Team on May 23, 2018 10:06:00 AM

At Simply Money Advisors, we like to educate you on all of your options for retirement planning. There are many different aspects you have to consider, including lifestyle, tax strategies, insurance, and retirement accounts.

Another factor to think about is a potential ‘in-service distribution.’ Not all 401(k) plans give you this option, but it may be something to consider if yours does. 

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Topics: Retirement, 401(k)

Single? How you should approach retirement planning

Posted by The Simply Money Advisors Team on May 16, 2018 10:13:00 AM

With more Americans forgoing or prolonging marriage, as well as an increase of divorces for those over the age of 50, many of you may end up retiring single. And while being single can have its advantages such as not saving for college if you don’t have children, there are some specific retirement planning challenges that single individuals may face. 

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Topics: Retirement

How to help your adult kids without giving money

Posted by The Simply Money Advisors Team on May 9, 2018 11:18:00 AM

“You give a poor man a fish and you feed him for a day. You teach him to fish and you give him an occupation that will feed him for a lifetime.”

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Topics: Retirement

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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