Tax Prep ChecklistFinancial PlanningTax Planning
January 21, 2026

How To Get Ready For The Upcoming Tax Season

Although many of us are still recovering from the hustle and bustle of the holidays, tax season is just around the corner. Getting organized early puts you in a stronger…
Chad Simon
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Lifestyle
December 22, 2025

How To Save During The Holidays

The holiday season is supposed to be the most wonderful time of the year, but between gifts, decorations, and travel, it’s easy for spending to get out of control. In…
Chad Simon
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Financial PlanningLong Term Care
November 20, 2025

Is Long-Term Care Insurance Worth It?

There’s a lot of debate surrounding Long-Term Care (LTC) insurance. What if you don’t need it? Would you be throwing away your money? How will you pay for it? Is…
Chad Simon
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MedicareFinancial PlanningRetirement Planning
October 17, 2025

How Medicare Works

In order to start to understand how Medicare works, it’s helpful to have a bit of background. Both the Medicare and Medicaid programs were signed into law in 1965 by…
Chad Simon
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Life Insurance Awareness MonthLife Insurance
September 25, 2025

What Life Insurance Can You Borrow From?

September is “Life Insurance Awareness Month,” and we wanted to answer this common question: “What life insurance can you borrow from?” Since life insurance policies come in so many forms,…
Chad Simon
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OBBBA Tax planningRetirement PlanningTax Planning
August 20, 2025

Breaking Down the One Big Beautiful Bill Act

The “One Big Beautiful Bill Act” (OBBBA), often called the “Big Beautiful Bill,” is a sweeping piece of legislation that touches nearly every aspect of American life. Spanning over 800…
Chad Simon
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Financial PlanningRetirement Planning
July 17, 2025

The Pursuit of Financial Freedom In Retirement

Financial freedom in retirement means more than just having enough money, it means having choices. Putting a comprehensive retirement plan in place can not only help you take control of…
Chad Simon
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AnnuitiesRetirement Planning
June 20, 2025

Annuities Don’t Have to be Confusing

In the past, annuities have been a topic avoided by many, but lately interest levels have risen—a lot. In fact, online searches for terms like “annuities” and “pensions” are up…
Chad Simon
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Financial PlanningInvestingRetirement Planning
May 15, 2025

Will Your Nest Egg Withstand Inflation and Market Volatility?

It’s no secret that inflation is on the rise, impacting millions of Americans. Mix that in with on-again off-again tariffs, and it’s a good time to assess if your accumulated…
Chad Simon
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Retirement Planning
April 16, 2025

It’s Financial Literacy Month. How Much Do You Know About Retirement Accounts?

April is often known for spring cleaning, Easter, and Passover, but it’s also Financial Literacy Month. At its core, financial literacy refers to understanding and effectively being able to use…
Chad Simon
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Medicare
March 24, 2025

Do You Know the Connection Between Income and Medicare Costs?

As you near retirement you’re probably focused on making sure you have enough income to enjoy the years ahead. While enjoying what you’ve worked hard to build should be a…
Chad Simon
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Financial PlanningRetirement Planning
February 11, 2025

What’s Your Relationship with Your Finances?

An often-overlooked relationship is the one we have with our finances. As we celebrate the month of love, reflect on whether the relationship you have with your finances supports your…
Chad Simon
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Financial Planning
January 17, 2025

Start 2025 Strong with These 5 Financial Wellness Tips!

The new year is here, which means a fresh start to be the best, healthiest version of yourself, but don't limit that to just physical health. Make 2025 the year…
Chad Simon
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Financial Planning
December 18, 2024

Setting Financial Goals for the New Year

It’s that time of year again—the time when many people set ambitious goals but struggle to follow through on achieving them. As you reflect on your financial health, it’s important…
Chad Simon
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Tax Planning
November 19, 2024

10 Considerations for Year-End Tax Planning

As 2024 draws to a close, it’s an ideal time to evaluate your financial strategies and take advantage of year-end tax planning opportunities.   As we head into the holiday…
Chad Simon
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Estate PlanningFinancial Planning
October 21, 2024

Estate Planning Awareness Month: Prepare for Your Family’s Future

October is recognized as Estate Planning Awareness Month, a reminder to reflect on the importance of organizing your affairs for the benefit of your loved ones. As we approach 2025,…
Chad Simon
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Life Insurance
September 18, 2024

Understanding Life Insurance: 7 Things You Should Know

Life insurance is an important part of a comprehensive financial plan. Here are 7 things you should know about it. At its simplest, you probably already know that life insurance…
Chad Simon
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Financial Planning
August 16, 2024

Ways to Save for College Costs

It’s back to school season—a perfect time to think about your children’s future. Parents and grandparents should start planning for college costs as early as possible. Most Americans would do…
Chad Simon
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Financial PlanningRetirement PlanningTax Planning
July 22, 2024

Personal Finance: The Importance of Starting Early

Whether you’re just starting out in your career, you are a Gen-X-er sandwiched between your kids’ college expenses and aging parents’ needs, or you are a Baby Boomer eyeing retirement,…
Chad Simon
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AnnuitiesRetirement Planning
June 12, 2024

Annuity Sales Are Surging. Do You Know What They Are?

We’re here to help clear up some of the confusion about annuities during Annuity Awareness Month, which happens each June! In the first quarter of 2024, U.S. annuity sales were…
Chad Simon
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InvestingRetirement Planning
May 9, 2024

What is Sequence of Returns Risk?

Sequence of returns risk can put your retirement portfolio in jeopardy, but what is it, and how do you fight it? We get it. Retirement can be scary. We know…
Chad Simon
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Retirement PlanningRetirement Planning
April 15, 2024

5 Things You Need to Know About Retirement

Saving for retirement is important, but it’s also crucial to stay informed! Now that it’s Financial Literacy Month, we thought it would be the perfect time to discuss some things…
Chad Simon
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Financial Planning
March 28, 2024

5 Reasons Financial Planning is Important for Women

It’s Women’s History Month! Let’s go over why financial planning is important for women. While there’s little doubt women have taken major strides professionally and socially over even the past…
Chad Simon
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Financial Planning
February 23, 2024

6 Financial Tips for Couples

Money can be a major obstacle for couples. Here are a few ways to overcome it. Do you remember when you first met your partner? So many things about them…
Chad Simon
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Retirement Planning
January 29, 2024

5 Things You Should Know if You’re Retiring in 2024

Heads up! If you plan to retire this year, you should know these five things. Are you planning to enter the most exciting phase of your life in 2024? A…
Chad Simon
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Financial Planning
December 27, 2023

Your 2023 Year-End Financial To-Do List

The end of the year is upon us. Here are some tasks to check off before 2024 arrives! It’s that special time of the year when the holiday spirit is…
Chad Simon
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Estate Planning
October 26, 2023

Why Estate Planning is About More Than Money

October is National Estate Planning Awareness Month! Here’s how the right plan can help you protect your family. Estate planning is only for the extremely wealthy. I don’t have enough…
Chad Simon
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Life Insurance
September 25, 2023

6 Key Features of Indexed Universal Life Insurance

Indexed universal life insurance is a type of permanent life insurance that offers different benefits to policyholders. Here is what you need to know! Traditionally, life insurance has been one…
Chad Simon
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Financial Planning
August 30, 2023

What Financial Flexibility Can Offer at Each Stage of Life

What does financial flexibility mean to you? It could give you the opportunity to pursue personal goals and milestones while shouldering less of a financial burden. Our goal is to…
Chad Simon
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Retirement Planning
July 28, 2023

7 Signs You May be Ready for Retirement

It can be difficult to know when you’re ready to retire, but checking these seven boxes may be a sign that the time is coming.   Preparing yourself for retirement…
Chad Simon
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