As tax season is upon us, we wanted to take a moment to remind you that this season is the prime time for identity theft. At PlanSimple we care about your safety and security, so we wanted to take a moment to share a few tips to help you avoid financial scams and identity theft […]
Guarding Yourself Against Financial Scams and Identity Theft Scams Read More »
Ever since President Franklin D. Roosevelt signed off on the 1935 Social Security Act, most Americans have ended up pondering this critical question as they approach retirement: “When should I (or we) start taking my (or our) Social Security?” And yet, the “right” answer to this common query remains as elusive as ever. It depends
Social Security Planning: A Balancing Act Read More »
Whether you’re saving, investing, spending, bequeathing or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. But how do we plan when we cannot know? The particulars may evolve, but it seems there are always an array of tax breaks to encourage us to save toward our
3 Steps of Tax Planning in Turbulent Times Read More »
Ever heard of the 80/20 rule? It suggests 80% of an outcome is often the result of just 20% of the effort you put into it. This doesn’t always work. Sometimes, it’s worth going the extra mile. But often, by prioritizing the 20% of your efforts that makes the biggest splash, you can reduce excess commotion.
Building Lifetime Wealth, 80/20 Style Read More »
2022 Investment Lessons 2022 was a rocky year for markets. Buckingham’s Head of Financial and Economic Research Larry Swedroe shares 10 investment lessons that show sticking to a well-thought-out plan remains the best strategy. READ MORE Economic Views: Inflation May Have Peaked as New Year Begins As the new year begins, markets have grown somewhat more
February Updates from Buckingham Strategic Partners Read More »
There’s been a lot of talk about recessions lately: Whether one is near, far, or perhaps already here. Whether we can or should try to avoid it. What it even means to be in a recession, and how it’s related to current market turmoil. To put market and recessionary concerns in perspective, it might help
Is It You or Are We In A Recession? Read More »
Who doesn’t enjoy tying up year-end loose ends? The original SECURE Act was signed into law on December 20th, 2019. Its “sequel,” the SECURE 2.0 Act, was similarly enacted at year-end on December 29th, 2022. Both pieces of legislation seek to reform how Americans prepare for retirement while juggling current spending needs. How, when, or will
The SECURE 2.0 Act – 101 Read More »
Ever since President Franklin D. Roosevelt signed off on the 1935 Social Security Act, most Americans have ended up pondering this critical question as they approach retirement: “When should I (or we) start taking my (or our) Social Security?” And yet, the “right” answer to this common query remains as elusive as ever. It
When Should You Take Your Social Security? Read More »
Assessing Your Financial Goals for 2023 For many, the turn of the new year is a time to self-reflect and make resolutions. There’s no better time to assess your financial goals for the new year and beyond by following proper financial goal-setting practices. Setting short-term, midterm, and long-term financial goals is important to becoming financially
2023 Personal Financial Calendar Read More »
One of the most valuable benefits employers can offer is a financial wellness program. Learn how it can help employees reduce stress while improving workplace productivity. Financial wellness programs are becoming an important benefit for companies of all sizes. In 2021, almost half (46%) of all employers offered financial wellness programs, up from 40% in
5 Financial Wellness Tips Your Employees Will Thank You For Read More »