Insights

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

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

LPL Research “Midyear Outlook 2022: Navigating Turbulence” features LPL Research’s economic and market forecasts for the second half of 2022. Read the full article here:

The charitable remainder trust (CRT) is a popular retirement- and estate-planning tool. It can be a convenient way to create a stream of lifetime income

If you’re a parent, the start of a new school year may have you considering how much you’re able to set aside for your child’s

The tax give-back for parents of young children is different in 2021 Every year, the Child Tax Credit reduces the tax liability of American parents.

These tax-advantaged savings accounts can help you cover your health care expenses A health savings account (HSA) is a tax-advantaged savings account that allows individuals

Even with careful planning and diligent saving, some parts of retirement planning are out of your control. Factors like longevity, rising medical costs and the

You’ve spent years planning and saving for your retirement. And then, out of the blue, your employer hands you an early retirement offer that could