When you think about retirement income, Social Security might be the first thing that comes to mind. But many pre-retirees are realizing that Social Security was never designed to replace a full salary. In [...]
June is typically recognized for the start of summer, which means graduation ceremonies, homebuying season, and wedding season. But for those who are thinking about their financial future, June also represents Annuity Awareness Month. [...]
You’ve likely seen it while scrolling through your 401(k) options or during a quick check of your brokerage account: a little leaf icon next to a fund labeled ESG. Initially, ESG was presented as [...]
May 29th is quickly approaching, so let’s celebrate 529 Day with a look at this unique financial tool and how it could help benefit you or your family. A 529 plan is a tax-advantaged [...]
Disability Insurance: Widening Your Family’s Safety Net In modern America, the “traditional” household has undergone a significant transformation. Gone are the days when a single breadwinner was the norm; today, the dual-income household is [...]
This Friday, May 15th, is National Senior Fraud Awareness Day. This day is dedicated to shedding light on pervasive crimes that have cost older adults billions of dollars in recent years. In 2024, scams [...]
Every May, the Administration for Community Living (ACL) celebrates Older Americans Month (OAM) to recognize older Americans’ contributions, examine aging trends, and demonstrate the commitment to serving older adults. In step with that cause, [...]
Genealogy can be a truly fascinating hobby, and uncovering your family’s history can bring the past to life in a fresh and personal way. If you’re someone who loves history or is just interested [...]
Do you have a lead foot when you drive? Or are you a bit more cautious behind the wheel? Think of the sportiest cars you’ve seen on the road: The car is capable of [...]
Many people may view taxes as a seasonal hurdle or a frantic scramble every spring to satisfy the IRS. But if you only think about taxes once a year, you may expose more of [...]
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Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Creative Retirement Planning. Creative Retirement Planning is a separate and unaffiliated entity from Simplicity Wealth.
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