Money Advice

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

5 retirement money hurdles

Posted by The Simply Money Advisors Team on Dec 12, 2018 10:54:28 AM

What are your biggest concerns about money and retirement?

While it’s nice to read articles that emphasize the positive, it’s often the mistakes you avoid that make the difference between success and failure.

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What to keep in mind during market turbulence

Posted by The Simply Money Advisors Team on Dec 11, 2018 5:56:27 AM

Even though President Trump and Chinese President Xi agreed to a 90-day trade war ceasefire, market turbulence has remained high due to anxiety around trade tensions.

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Topics: Economics, Investing


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