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
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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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InflationRetirementRetirement 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
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
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
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
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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Legislation
June 24, 2021

Are You Ready for the Second Act of the S.E.C.U.R.E. Act?

Some potential benefits of the Securing a Strong Retirement Act.     Recently, you may have seen headlines regarding the Securing a Strong Retirement Act, also referred to as the…
Chad Simon
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Financial Planning
May 26, 2021

5 Ways to Give Your Finances a $pring Cleaning

Spring is here! Time to get your finances in shipshape condition. Here are five ideas to get you started.   Check your credit reports. While you’re reviewing your expenses and…
Chad Simon
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RetirementTax Planning
April 27, 2021

RMDs Are Back for 2021

RMDs, or Required Minimum Distributions, are withdrawals that are required by the IRS each year out of your traditional retirement accounts like 401(k)s and IRAs starting at age 72. The…
Chad Simon
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Retirement
March 31, 2021

Did You Know You Can Fund a Roth IRA Account for Your Non-working Spouse?

As long as one of you has taxable compensation, you may be able to fund a Roth IRA for yourself and/or for your spouse. Most people know that in order…
Chad Simon
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Retirement Risks
March 24, 2021

Interest rates, bond prices and inflation are related. Here’s how.

The Federal Reserve “Part of the mission given to the Federal Reserve by Congress is to keep prices stable–that is, to keep prices from rising or falling too quickly. The…
Chad Simon
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Financial Planning
February 25, 2021

7 Tips to Resolve Financial Issues Between Couples

No matter how long you have been together, financial issues can wreak havoc on a committed relationship. According to Investopedia, some of the top money issues between partners include money/personality…
Chad Simon
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Legislation
January 25, 2021

5 Highlights of the New Stimulus Package

What the latest round of funding may mean for you. The $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump on December 28th…
Chad Simon
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Financial Planning
December 22, 2020

Your Annual Financial To-Do List

Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is an excellent…
Chad Simon
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Financial PlanningLegislationTax Planning
November 19, 2020

2021 Limits for IRAs, 401(k)s and More

Numbers to know for the new year. On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes,…
Chad Simon
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Financial Planning
October 22, 2020

10 Reasons You Need a Financial Plan

October is Financial Planning Month which serves as a useful, annual checkpoint to make sure you are on track to meet your financial goals. A written, up-to-date financial plan encompasses…
Chad Simon
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RetirementTax Planning
September 25, 2020

What is a Roth Conversion?

To understand what a Roth conversion is, you must first understand some of the basics about the different types of retirement accounts, called “qualified accounts.” Pensions Also called defined-benefit plans,…
Chad Simon
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Retirement
August 18, 2020

How Rich Do You Have to Be in Order to Retire?

Even though perceptions have changed during the pandemic with more Americans now saying they need less money to feel rich1, when it comes to retirement, most people are still unclear…
Chad Simon
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Financial Planning
July 22, 2020

7 Money Moves to Consider This July

The coronavirus has given us all a lot of stress, as well as a lot of free time to think. If you’re postponing your summer vacation plans, now may be…
Chad Simon
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Retirement
June 22, 2020

How COVID-19 Has Impacted Retirement Confidence

The Transamerica Center for Retirement Studies recently conducted an online survey of more than 6,000 people in the U.S. and found that many are feeling financially vulnerable. Americans are feeling…
Chad Simon
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