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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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
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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
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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
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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
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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
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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
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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
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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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Financial TipsInflation
April 14, 2022

7 Tips for Saving Money at the Pump

Gas prices are on the rise. Here are some ways to save a little bit of money.   The surge in gas prices swooped in just in time to dampen…
Chad Simon
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Economic ImpactsRetirement Planning
March 16, 2022

How Big Events Like Ukraine Can Impact Your Retirement

World events can impact your retirement, but you can be prepared!   The past few years have shown us that big world events can impact our lives at any moment.…
Chad Simon
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Tax Planning
March 1, 2022

6 Facts About Taxes

Individual income tax returns for 2021 will be due April 18th, 2022. In preparation as we head into the tax season, here are some facts to consider.   Where your…
Chad Simon
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Financial PlanningTax Planning
January 25, 2022

Your 2022 Financial To-Do List

Things you can do for your financial future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is an…
Chad Simon
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LegislationRetirement Planning
December 9, 2021

New “Sacred Trust” Bill Promises Big Changes to Social Security

A long-awaited bill promises to bring significant retirement benefits to millions of Americans in the public sector. Social Security 2100: A Sacred Trust, introduced by U.S. Congressman John Larson, would…
Chad Simon
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Retirement Planning
November 30, 2021

The Latest Facts About Social Security

On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living adjustment (COLA) for 2022, the largest increase in four…
Chad Simon
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Financial PlanningLife Insurance
September 23, 2021

5 Reasons to Consider Life Insurance

September is “Life Insurance Awareness Month.” Is your family using life insurance in the right ways as part of your comprehensive financial plan? Here are five reasons you should consider…
Chad Simon
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Retirement Planning
August 24, 2021

Retirement Saving at Each Age

While it’s true that each person is unique and every financial plan should be customized according to their situation, it is generally accepted that people should start saving for retirement…
Chad Simon
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