Stay Informed
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.
SIGN UP FOR UPDATES
Top 5 Reasons To Save In Your Company’s 401(k)
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
Five Reasons Your Financial Advisor Should Review Your Will
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,
Long-Term Care Awareness Month
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
Should You File for Social Security Early to Capture the Inflation Adjustment?
Social Security benefits will go up 8.7% in 2023, the largest adjustment in four decades. Here’s why you don’t need to rush to file to benefit from the increase. With all the talk about inflation these days, you may have
How Big Will The Social Security Cost of Living Adjustment Be For 2023?
Inflation has been the buzz word since the early stages of the COVID-19 pandemic. We all have experienced the frustration of rising prices whether from higher grocery bills, gas prices or virtually anything we want to purchase. To help combat
Economic Brief: Labor Market Remains Tight As Global Risks Rise
Main Takeaway: While inflation has moderated since June, it remains stubbornly high, and the Federal Reserve took further action by raising its benchmark rate again in September. Shocks happening abroad are the main contributor, and speculation about the world entering
Rollercoaster Ride?
A short message about rollercoasters. Markets rallied in relief on Wednesday after hitting new bear market lows the day before. It was a bright spot in what has seemed like a relentless parade of bad news. But the Dow, S&P
4 Steps to an Effective Portfolio
Investing makes it possible for many of us to achieve important lifetime goals, such as retirement. That’s why we employ an investment approach based on more than nine decades of data, analysis and research, insights from behavioral finance, and close
Medicare Changes Retirees Need To Know About
New laws are here! The new Inflation Reduction Act is a big enchilada of green energy spending, corporate taxes, and some pretty major changes to Medicare. Is this deal a big deal? Could be. I’ll wrap it up for you
Confused About the Economy? It’s OK.
Record high inflation and negative economic growth, as measured by US GDP growth, have fueled recession fears. The bond market is similarly flashing recessionary signals. Despite this, the S&P 500 through Friday, August 5, 2022, has rallied 13% higher than
Don’t Fall Victim: Common Financial Planning Mistakes
Common Financial Planning Mistakes There are a lot of moving parts to your financial world. Hopefully, you’ve checked all of your boxes and addressed every single financial planning need that exists. But, in the event you want to double-check your
Target Date Funds: Friend or Foe?
This past week, one of the largest asset management companies in world agreed to a settlement topping $6 million. This comes on the heels of being called out on the carpet earlier this year via class-action lawsuit, which was driven
Take Control of Your Financial Future with our Expert Advisory Services
Contact us today to schedule a consultation and discover how our expert advisory services can help you achieve your financial goals with confidence and peace of mind. Let us guide you towards a brighter financial future starting today!