As a new administration weighs its stance on tariffs, it’s worth considering how these policies may affect retirees and their financial plans. Tariffs, often described as taxes on imported goods, are actually taxes imposed [...]
Life insurance can be a great piece of financial support for your family, but, in some cases, also for your immediate financial needs. Life insurance has been around for centuries, providing peace of mind [...]
529 plans, the popular tax-advantaged savings accounts for education expenses, have become even more attractive in recent years thanks to a series of federal tax law changes. These modifications have expanded the versatility of [...]
Retirement is often viewed as a static phase of life, but the reality is far more dynamic. As retirees progress through their golden years, their spending habits and budgetary needs evolve significantly. Understanding these [...]
As we approach 2025, the Social Security Administration (SSA) has announced several important changes to the program that will affect millions of beneficiaries. These updates are designed to keep pace with the changing economic [...]
When it comes to planning for retirement, Individual Retirement Accounts (IRAs) are a popular investment option. There are two main types of IRAs: traditional and Roth. Both have their own unique features, advantages, and [...]
The SECURE Act 2.0, signed into law in late 2022, brought significant changes to retirement savings and planning—namely, the rules around how retirement accounts work and can be used. As a retiree or someone [...]
Retirement accounts are a cornerstone of today’s retirement strategies. While everyone might recognize the terms “IRA” or “401(k),” it’s important to familiarize yourself with how they work so you can understand how they may [...]
October is recognized as Financial Planning Month, an annual event dedicated to planning for an independent financial future. Whether you're a novice or knowledgeable in finance, assessing your finances and goals is always beneficial. [...]
In August of 2024, the financial world was abuzz with discussions about the Japanese carry trade and its impact on global markets. For retirees and those nearing retirement, understanding these developments may help you [...]
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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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