Money Advice

Is it ever OK to rent in retirement?

Posted by The Simply Money Advisors Team on Nov 7, 2018 10:16:24 AM

Buying versus renting. Which is better in retirement?

Read More

Topics: Financial Planning, Retirement Planning

Take control of your future by focusing on these 7 retirement planning must-dos

Posted by The Simply Money Advisors Team on Oct 17, 2018 1:43:35 PM

What does retirement look like to you?

Even more importantly, do your savings, investments, and money habits have you on track to get there?

Read More

Topics: Retirement Planning

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, 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.

Read More

Topics: Retirement Planning, Life in Retirement

3 of the biggest retirement fears (and how to squash them)

Posted by The Simply Money Advisors Team on Oct 3, 2018 9:00:00 AM

“During the day I don’t believe in ghosts. At night, I’m a little more open-minded.” -Unknown

Read More

Topics: Retirement Planning

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.

Read More

Topics: Life in Retirement, Retirement 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.

Read More

Topics: Retirement Planning

Here’s why your 401(k) balance is lying to you

Posted by The Simply Money Advisors Team on Aug 22, 2018 5:05:00 PM

Just recently, the brokerage firm Fidelity shared some noteworthy news: there are now a record-breaking number of “401(k) millionaires” among the 401(k) plans it administers. This exclusive group is about 168,000 strong, up from 118,000 last year. 

Read More

Topics: Retirement Planning, Investing

A new, unique way to think about saving

Posted by The Simply Money Advisors Team on Aug 15, 2018 4:56:00 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.

Read More

Topics: Retirement Planning

Be careful of the ‘4% Rule'

Posted by The Simply Money Advisors Team on Aug 8, 2018 4:50:00 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!

Read More

Topics: Retirement Planning

Your secret weapon in fighting retirement healthcare costs

Posted by The Simply Money Advisors Team on Jul 11, 2018 9:01:00 AM

What’s your biggest worry about retirement? If it’s healthcare costs, you’re not alone. According to a new survey, more than one-third of respondents ranked medical bills as their most concerning retirement expense.

Read More

Topics: Retirement Planning


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.

Simply Money Advisors

Your trusted financial planning partner and retirement specialist.

Subscribe to Blog Updates

Recent Posts