Annuities have long been a cornerstone for those seeking a steady income stream in retirement. However, the financial landscape is ever-evolving, and what worked a few years ago might not be the best fit today. With rising [...]
Building a retirement budget is critical to working toward an independent and stress-free life after leaving the workforce. Creating this budget can positively impact one's lifestyle, provide confidence and control over one's money, and safeguard against potential [...]
Tax season can be challenging, especially if one is not financially prepared. While it may seem tedious, preparing beforehand can save time from last-minute hassles and help optimize tax returns. Therefore, adopting certain financial habits before the [...]
As a new administration weighs its stance on tariffs, it’s worth considering how these policies may affect retirees and their financial plans. Tariffs, often described as taxes on imported goods, are actually taxes imposed on U.S. companies [...]
529 plans, the popular tax-advantaged savings accounts for education expenses, have become even more attractive in recent years thanks to a series of federal tax law changes. These modifications have expanded the versatility of 529 plans, making [...]
Retirement is often viewed as a static phase of life, but the reality is far more dynamic. As retirees progress through their golden years, their spending habits and budgetary needs evolve significantly. Understanding these changes is crucial [...]
October is recognized as Financial Planning Month, an annual event dedicated to planning for an independent financial future. Whether you're a novice or knowledgeable in finance, assessing your finances and goals is always beneficial. This yearly event [...]
As the baby boomer generation ages and begins to pass down their fortunes, a significant shift in wealth distribution is on the horizon. While millennials and members of Generation Z often capture headlines regarding inheritances, it is [...]
Establishing financial wellness is a personal, ever-changing state of being that enables one to exercise choice while feeling in control of finances. The individual determines financial wellness, which often includes working toward financial goals by completing specific [...]
Planning for retirement involves more than just setting aside money in a retirement account. It's a complex process that requires familiarity with various financial concepts and terms. To enhance your retirement planning strategy, it's essential to acquaint [...]
HOME | ABOUT | OUR TEAM | OUR SERVICES | EVENTS | GUIDES | TV APPEARANCES | BLOG | CONTACT
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through StayRetired Wealth Strategies. Stay Retired Wealth Strategies is a separate and unaffiliated entity from Simplicity Wealth.
The hiring of a financial advisor is an important decision that should not be based solely upon advertisements. Click here to read full disclaimer.
