Deciding whether to keep your retirement savings in accounts like IRAs or 401(k)s versus transferring those funds to an annuity is a question many people face as they approach retirement. But before we jump in, there’s no [...]
If you’ve come across advice like “Social Security is going broke” or “you’re better off just waiting until 70 to claim,” you’re far from alone. These and other commonly repeated notions are persistent myths that can steer [...]
Thanksgiving is just around the corner! The trees are filled with vibrant leaves, the air is crisp and fresh, and some of us are planning the big dinner menu. Family and friends will be gathering together to [...]
As Thanksgiving approaches, many of us take this time to reflect on what we're thankful for. Gratitude for family and good health are usually on the list, but some of us may have the added blessing of [...]
Though no one likes to think about it, as we age, we may not always be able to handle things on our own. When daily activities become too difficult, long-term care helps provide the assistance we may [...]
If you’ve ever thought that estate planning is only for the ultra-rich or that you can wait until later in life, you’re not alone. But estate planning is important to consider at any age and is a [...]
A high-yield savings account has long been a go-to tool for savers looking to earn a little extra interest on cash reserves while keeping funds accessible. But the role it plays can shift dramatically as you move [...]
When people think about retirement, they often imagine years of relaxation and freedom. But for many retirees and pre-retirees, that vision comes with an underlying concern: what happens if the market takes a downturn? Recessions are an [...]
Retirement is supposed to be the time when you finally get to enjoy the fruits of your hard work. But one of the most common concerns retirees share is whether their income will be enough—not just today, [...]
If you’ve spent decades building up your retirement savings in tax-deferred accounts, you may have heard the term Required Minimum Distribution (RMD). But what exactly does it mean for you, and why is it so important to [...]
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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. Investing involves the risk of loss. Insurance, Consulting and Education services offered through SBC Financial. SBC Financial is a separate and unaffiliated entity from Simplicity Wealth.
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