Simplicity Digital Advisor

24
Mar

The Time is Right for Safe Summer Travel

Finally, it appears that the time is right for safe summer travel while the pandemic numbers are low and people can safely distance themselves. If you’re thinking of planning a trip, here are a few trends to keep in mind to keep you and your family safe as you embark on your next adventure:

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24
Mar

January is International Wealth Mentality Month

Becoming wealthy or increasing your existing assets is a common goal many people have. Both can be accomplished when you adopt a wealth mentality by spending less, saving more, and looking for ways to improve your financial situation.

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21
Mar

Financial Planning for Families Living With a Disability

Families living with a disability is more common than one expects. Nearly 54 million Americans cope with special needs and the rising cost of associated expenses, according to the National Organization on Disability.

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14
Mar

Five Great Financial Readings to Guide You Through 2022

Many financial readings can provide you with fresh perspectives on personal finance or strategies you’ve never considered before or inspire you to take charge of your financial future.

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7
Mar

Why Managing Mental Health Matters for Retirees

Once you retire, you may not miss the typical stressors of a demanding career. Managing mental health is important leading up to retirement and moving into. Retirement is a time to enjoy hobbies and activities you didn’t have time for during your working life.

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28
Feb

Tax Identity Theft Season (aka Tax Scam Season) is Here

Tax identity theft is when someone uses your Social Security number to steal your tax refund or for work. People often discover tax identity theft when they file their tax returns.

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21
Feb

Four Financial Planning Benefits of Being ‘Coupled’ or Married

Regardless of your age, if you’re in a committed relationship or married, both of you should participate in planning for your financial future and be aware of the benefits that come from being a couple. Here are four financial planning benefits you may receive as a couple:

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14
Feb

Five Unique Challenges Entrepreneurs Face

Businesses are rarely successful immediately and often come with stress for entrepreneurs; irregular work hours, lack of operating capital, employee issues, balancing work and family life, etc.

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7
Feb

Financial Technology: Delivering Digital Financial Learning

The coronavirus pandemic has motivated many Americans to take full advantage of financial technology. Many are pairing various financial tech solutions to help them improve their financial well-being.

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31
Jan

Protect Yourself and Your Assets Through Estate Planning

Basic estate planning is something that everyone should do. Regardless of your age, marital status, and if you’re a parent or not. It is a great way to protect yourself and your assets.

According to a 2021 poll by Gallup, slightly half of U.S. adults (46%) have a will that dictates what happens to their assets when they die. Other findings from the May 2021 poll include:

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