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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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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
WHEN IS THE RIGHT TIME TO EXIT A BUSINESS?
Fact: There are over 30 million privately-held businesses (the majority of which are sole-proprietors) in the United States according to a 2019 SBA study1. Fact: There are almost 60 million people employed by those small businesses (defined as 500
401K INSIGHTS AND 5 WAYS TO IMPROVE PARTICIPANT ENGAGEMENT
What’s interesting to see with Defined Contribution plans today is the continued time and expense dedicated to these benefit arrangements, typically by an executive or the business owner, and very little, if any, time is dedicated to educating the participants
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