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
Love0
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
Love0
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
Love0
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
Love0
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
Love0
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
Love0
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
Love0
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
Love0
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
Love0
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
Love0
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
Love0
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
Love0
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
Love0
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
Love0
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
Love0
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
Love0
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
Love1
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
Love0
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
Love0
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
Love0
Investing
June 26, 2023

Investing Alternatives During Periods of Market Volatility

During periods of market volatility, investors may look to alternative vehicles. Here are some options to consider.   2022 was a difficult year for investors, with all three major market…
Chad Simon
Love0
Financial Planning
May 31, 2023

Are Weddings Worth the Money?

While so many people dream of their special day, it’s worth asking the question: Is it worth the price? Love conquers all, right? It’s a nice thought, but as the…
Chad Simon
Love0
Tax Planning
April 24, 2023

7 Strategies to Reduce Taxes

No matter which phase of life you’re in, you might be looking for ways to trim your tax bill. Here are some strategies to consider! Nothing is certain but death…
Chad Simon
Love0
Financial Planning
March 29, 2023

What To Do with Inherited Money

Whether planned or unplanned, many are unsure of how to proceed after inheriting money. Here are a few steps you can take to make the most of it. So, you’ve…
Chad Simon
Love0
Financial Planning
January 30, 2023

6 Ways to Protect Yourself From Financial Downturn

Though the United States may avoid a full-fledged recession, it’s undoubtedly a difficult time to be a consumer. Here are some ways to protect yourself. The fear of a recession…
Chad Simon
Love0
Financial PlanningFinancial Tips
December 27, 2022

Your 2022 Year-End Financial To-Do List

The end of the year is upon us. Here are some tasks to check off before 2023 arrives! As the year wraps up, it can be a great time to…
Chad Simon
Love0
InflationRetirement PlanningRetirement Risks
July 21, 2022

Inflation as a Risk in Retirement

Inflation can be troubling, especially for those living on a fixed income. Here’s what you need to consider. Exiting the work force and beginning the next chapter of your life…
Chad Simon
Love0
Financial Planning
June 14, 2022

The Behavior Gap and Your Financial Health

How might it affect you? “It turns out my job was not to find great investments but to help create great investors,” writes Carl Richards, author of “The Behavior Gap.”…
Chad Simon
Love0
Financial Planning
May 12, 2022

4 Tips to Save For and Fund Your Child’s College Tuition

College is an investment in your child and your family, but it can come at a hefty price. Here are some tips to save!   College and other forms of…
Chad Simon
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