October 24, 2019

The IRA Had a Birthday Last Month

The IRA can provide many gifts as part of a comprehensive retirement plan. The Individual Retirement Account (IRA) turned 45 on Labor Day. On September 2, 1974, the Employee Retirement…
July 17, 2019

Longevity Risk in Retirement

When you hear the words “longevity risk” you may wonder what we are talking about at Simon and Simon Financial. Longevity refers to “long life” or “length of life.” Simply…
April 17, 2019

10 Tips for Living a Retirement You Love

The best way to have a retirement you love is to plan for it! Here are some tips for success. Create and keep a schedule Although you may have dreamed…