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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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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
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
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
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
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
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
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