As you approach retirement, it’s easy to focus on financial planning, travel dreams, and leisure activities. However, one critical aspect that often gets overlooked is healthcare. A well-thought-out healthcare strategy can help to ensure [...]
In retirement, prioritizing stability is crucial—not just the growth of your account value. While it’s tempting to focus on maximizing returns, the reality is that you need a reliable income stream to support your [...]
In recent months, the financial landscape has been marked by unpredictability. The Federal Reserve's recent announcement to maintain interest rates at their current levels has left many investors on edge. While the Fed has [...]
Establishing financial wellness is a personal, ever-changing state of being that enables one to exercise choice while feeling in control of finances. The individual determines financial wellness, which often includes working toward financial goals [...]
As a financial advisor, I've had the privilege of working with many clients from Generation X—the often-overlooked cohort born between 1965 and 1980. And I can say with certainty that this generation is facing [...]
Project 2025, a policy blueprint developed by the Heritage Foundation, has stirred significant attention due to its controversial tax proposals. This 900-page mandate from the conservative think tank outlines profound changes that could fundamentally [...]
Given the constantly fluctuating economic climate, developing strategic planning methods to ensure a comfortable retirement has become more critical than ever. One such strategy to complement this is tax planning. Effective tax planning before [...]
Planning for retirement involves more than just setting aside money in a retirement account. It's a complex process that requires familiarity with various financial concepts and terms. To enhance your retirement planning strategy, it's [...]
Retirement is a stage in life that many look forward to. However, it comes with its own set of financial challenges, among them being the handling of taxes. Contrary to popular belief, tax responsibilities [...]
The Federal Reserve makes a monthly statement about its interest rate policy, which is based on the data it tracks and analyzes to understand the state of the economy. This includes data regarding inflation, [...]
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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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