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 [...]
Planning for retirement income is a crucial aspect of achieving a secure and comfortable retirement. With longer life expectancies and the need for additional sources of income, it's essential to consider various strategies to [...]
In 2022, the United States experienced the most significant inflation in four decades, primarily due to macroeconomic disruptions and supply chain issues following the COVID-19 pandemic. This led to an 8.7% cost-of-living adjustment (COLA) [...]
When you think about your finances or financial topics, you probably think of the stock market, inflation, interest rates, valuation ratios, and other complex concepts. Well, forget all of that. The truth is your [...]
You may be thinking that you’ll save for retirement later. Right now, there are bills to pay and things you want to do with your money, so retirement isn’t on your radar. You may [...]
When someone you love passes away and they leave you an inheritance, there are a few things you may want to keep in mind as you move through the grieving process. We understand it [...]
You’ve worked for your entire career to set up the life that you’ve always wanted, but that doesn’t always mean that the money and assets you’ve gained over the years will last. A part [...]
In the complex and ever-evolving landscape of financial planning, the ultimate goal for many individuals extends beyond personal wealth accumulation. It encompasses a profound desire to ensure that their legacy endures through their descendants, [...]
You may think that Medicare covers all of your medical expenses when you retire…but it doesn’t. We often see clients who have a really solid retirement plan that takes almost everything into account except [...]
Chances are you haven’t factored long-term medical care into your financial plan. Two out of every three baby boomers don’t have any plan in place for needing long-term care.[1] Long-term care is medical care [...]
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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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