Retirement savings, essential for independence in later years, can be influenced by numerous factors. Among them are longevity, liquidity, inflation, mortality (the stock) market, and taxes (LLIMMT). Each of these elements plays a crucial [...]
Estate planning is a crucial step for retirees to ensure their assets are distributed according to their wishes and to provide clarity for their loved ones. Beyond the legal and financial aspects, it's essential [...]
As we turn to the new year, it’s important to make sure your retirement strategy bases are covered—helping you maintain financial stability so you can build an enriching retirement. Here are four more mistakes [...]
Retirement marks the start of a new chapter filled with opportunities for relaxation, travel, personal growth, and more. However, a financially stable, smooth transition requires careful planning to avoid common pitfalls. Here are four [...]
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 [...]
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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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