Instilling Financial Values in Your Family
er the next two decades, more than 84 trillion dollars will change hands in what has become known as the “great wealth transfer.” More than
How Does the New RMD Rule Affect Retirees?
There’s good news for your retirement plan! Starting this year, the age at which you must start taking required minimum distributions (RMDs) from your tax-deferred
3 Small Moves that Make a Big Difference In Retirement
Saving for retirement doesn’t happen overnight. It’s an ongoing process that requires monitoring and tweaking your plan over many years to help ensure you have
Finding the Ideal Place to Live in Retirement
Planning for retirement is rife with big questions — not just how you want to spend your golden years, but where? For some, retirement offers
Active vs Passive Investing
Investors and advisors alike have long debated the merits of active versus passive investing. As the markets have taken a downward turn over the last
Growth Stocks vs. Value Stocks
Stock investing is an important engine of growth in your portfolio, but deciding on an investing strategy and particular stocks can be challenging. When designing
Get to Know Your Risk Tolerance
When constructing a portfolio, it’s critical to understand three important factors: your goals, your time horizon, and your risk tolerance. Of those three, risk tolerance
The Benefits of Donor-Advised Funds
This material was prepared for Simplified Wealth Management’s use. As tax planning season and end-of-year charitable giving begin, it’s a good time to consider the
Investing During a Bear Market
This material was prepared for Simplified Wealth Management’s use. Lately, financial pundits seem to be constantly warning that a bear market is coming, arguing over
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