Simplicity Digital Advisor
Summertime = Outdoor Fun Time
Oh, sweet, summertime. Summer is here, and we are ready to get outside! As every state is typically warm, it’s time to enjoy this summer as we officially rise from our winter dazes. Now that getting fresh air is top of mind, here are activities for kids, pre-teens, and teens for the whole family to enjoy!
Mid-Year Financial Check-In
Reviewing your financial goals, retirement planning, and life insurance policies once a year is essential, but many do not realize the benefits of reviewing mid-year. Summertime is the time when people know they’re halfway through the year and think about what they want to accomplish before fall. Summertime is a great time to perform a financial check-in, update your retirement plan, and any insurance policy you need to complete. The benefits of a mid-year review are many:
What to Consider When Purchasing Life Insurance
Life insurance is a significant addition to your portfolio that help can protect your loved ones. And your beneficiaries if you unexpectedly pass away. While no amount of money can ease the grief of losing someone, life insurance can reduce the financial burden they may face. Let’s take a closer look at how life insurance works and what to consider when you shop for life insurance so you can make an informed decision before purchasing life insurance.
Retirement During COVID-19: What Has Changed?
While retirement is an exciting time, it can also be nerve-racking for many people. For some, living on a fixed income, coping with declining health, and dealing with the worry that they’ll outlive their savings is a concern. Unfortunately, retirement during COVID-19 has heightened risks.
Tax Deadline Extended to May 17th
Typically, you have until April 15th to file your taxes. This year, however, is different. In response to the pandemic, the IRS had the tax deadline extended to May 17th, 2021.
Why Are Interest Rates So Low?
There’s no denying that the Coronavirus pandemic has led to economic decline and uncertainty. As a result, the Federal Reserve has lowered interest rates.
How to Prepare for Tax Season
Tax season is fast approaching! If you’re hiring a Certified Public Accountant (CPA), accountant, or other tax professional to handle your taxes, you still have to do some work. It’s your responsibility to gather certain documents so that your tax pro has everything they need to file your return.
Financial Aid Awareness Month Tips and Ideas
February is Financial Aid Awareness Month. Its purpose is to provide important information to students and their families about financial aid. If you have children or grandchildren who plan to attain higher education after high school, now is the perfect time to increase your knowledge about the college funding process.
Protect Your Loved Ones with Life Insurance
This Valentine’s Day, you owe it to yourself to show your loved ones just how much they mean to you. By investing in life insurance, you can protect your loved ones. At its core, life insurance helps protect your family from financial hardship in the event you unexpectedly pass away.
How the New President May Affect Your Finances
In honor of President’s Day on February 15th, it may be a good idea to discuss with your financial professional how our new President, Joe Biden, may affect your finances, taxes, and retirement. Meeting with your financial professional will enable you to prepare accordingly for the next four years and beyond. Here’s a brief overview of what Biden has in store for his upcoming term:
