Simplicity Digital Annuity

21
May

Life Insurance: Essential to Financial Planning

Now is a great time to review your life insurance policies and determine if you have enough coverage.  Learn more about how life insurance is essential to financial planning. When someone we know passes, often, we are reminded how precious life is and how financial stability can rapidly change. In some instances, they did not have enough life insurance coverage.

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14
May

Understanding the DROPs Government Employee Retirement Program

Government employees, such as teachers, firefighters, police, and others, often consider working after their eligible retirement age. Especially when presented with a deferred retirement option plan (DROPs) offer.

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7
May

7 Social Security Strategies to Consider

As you age, the question of which Social Security strategies to use will likely come to mind click here to find out more. There is no one size fits all age; your unique circumstances and goals will dictate the appropriate time for you to take Social Security retirement benefits.

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1
May

What Business Owners Need to Know About Estate Planning

Regardless of the income your business generates, your age, or the number of employees, a business estate plan can help. One thing business owners need to know is a business estate plan can help ensure your business remains intact if something happens to you.

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24
Apr

Long-Term Care Tax Legislation: What You Need to Know

As our population ages, discussions about long-term care (LTC) and who pays for it are essential for many families and state governments. As a result, there has been some recent long-term care tax legislation. LTC is ongoing care in a care facility, nursing home, or at home for those unable to perform a certain number of activities of daily living (ADL) without assistance. ADLs include eating, bathing, dressing, toileting, transferring in and out of bed, continence, or when physical, mental, or cognitive function is impaired, or a doctor has ordered specific care.

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17
Apr

Understanding How Financial Literacy Impacts Financial Confidence

According to Webster’s Dictionary, financial literacy refers to skills and knowledge that allow individuals to make informed and effective decisions by understanding finances.

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10
Apr

5 Tax Filing Tips That Help Keep The IRS Auditor Away

Right now is a great time to evaluate your current tax situation and implement these tax filing tips to help keep the IRS tax auditor away.

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3
Apr

A Seasonal Checklist to Help Keep Your Finances On Track

Now that spring is upon us, it’s a great time to reevaluate your financial situation and make changes. While it may seem overwhelming to keep your finances on track and implement multiple financial actions at once, a seasonal approach may help.

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27
Mar

2023 Tax Season Planning Tips

As you prepare to file your 2022 taxes, check into some of this tax season’s updated deductions. It’s common to miss out on deductions or opportunities you could take. Or your tax professional missed or wasn’t aware you could deduct. Spend some time today reading these 2023 tax season planning tips.

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20
Mar

10 Ways to Spring Clean Your Finances

While many are organizing their closets and cleaning out drawers and garages, use springtime to Spring clean your finances. Now is a great time to look at your finances so you can work toward financial independence. Here are ten ways to help you clean up your finances by cleaning out what isn’t working in your financial situation.

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