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Change in the financial planning landscape is a given. We routinely post content that will help you stay current with legislative topics, financial planning tools, and everything you want to know about retirement strategies.
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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
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
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?”
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
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
Are you making charitable donations at year’s end? If so, you should know about some of the financial “fine print” involved, as the right moves could potentially bring more of a benefit to both you and your chosen charity. Keep
If you’re under age 50, you can contribute up to $6,000 across one or more IRAs for 2022. If you’re age 50 or older, the limit is slightly higher ($7,000).* You can make an IRA contribution for a given year
As we wrap up LTC Awareness Month, it’s a stark reminder that nobody likes the idea nor the possibility of needing long-term care (LTC). But the truth of the matter is 70% of those age 65 and older will need
Today, about one out of every three 65-year-olds can expect to live past age 90, and about one out of seven will live past age 95. A longer life span means more time to spend with family and friends or
From time to time I have a conversation with a new retirement plan participant and they are leery about contributing to their employer-sponsored 401k plan. The main reason for the apprehension is that they don’t know enough about the plan
Financial advisors can offer a different perspective about the legal terms in estate documents and what they will mean financially for you and those who inherit your assets. All the events that happen over our lifetime—going to college, getting married,
Every year, LTC Awareness Month rolls around just in time to get sideswiped by elections, holidays, and football. Here at PlanSimple, we focus on one of the biggest drivers towards a successful retirement plan, which is managing the cost of
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