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So far Simplicity Digital Advisor has created 66 blog entries.

Client-Professional Communicating During Times of Uncertainty

2020-06-01T00:00:00+00:00

Communicating during times of uncertainty, with others, and your financial professional can be beneficial during any life-altering or world-changing event. For some, survival is their only plan when their financial [...]

Client-Professional Communicating During Times of Uncertainty2020-06-01T00:00:00+00:00

The CARES Act, RMD, and Hardship Distribution Changes: What You Need to Know

2020-05-18T00:00:00+00:00

The CARES Act (The Coronavirus Aid, Relief, and Economic Security Act) became law on March 27th, 2020. It contains significant legislation for Required Minimum Distributions (RMD) for those over age [...]

The CARES Act, RMD, and Hardship Distribution Changes: What You Need to Know2020-05-18T00:00:00+00:00

Finding Safety in a Low-Interest-Rate Environment

2020-05-11T00:00:00+00:00

When investors think of ‘safe investments,’ they tend to think of bonds or CDs, which calculate from a pre-determined timeline and interest rates. During a low-interest-rate environment, both provide safety, [...]

Finding Safety in a Low-Interest-Rate Environment2020-05-11T00:00:00+00:00

COVID-19: Negatively Impacting the Social Security Retirement System

2020-05-04T00:00:00+00:00

COVID-19 has changed the way we interact with others and our ability to work. Currently, one in four worldwide confirmed COVID-19 cases is occurring in the U.S. The halting of [...]

COVID-19: Negatively Impacting the Social Security Retirement System2020-05-04T00:00:00+00:00

In Need of Tax-free Income in Retirement? Consider Life Insurance

2020-04-27T09:00:16+00:00

When you think about tax-free income in retirement, the traditional vehicles likely come to mind. Such as your 401(k) or 403(b), traditional and Roth IRAs, and your personal savings account. [...]

In Need of Tax-free Income in Retirement? Consider Life Insurance2020-04-27T09:00:16+00:00

Crisis Preparation: 3 Things for Safeguarding Your Financial Future

2020-04-20T09:00:38+00:00

Safeguarding your financial future is important. Safeguarding your financial future is important. No one likes to think about the impact of their death on their loved ones. But the reality [...]

Crisis Preparation: 3 Things for Safeguarding Your Financial Future2020-04-20T09:00:38+00:00

HENRYs (High Earners Not Rich Yet) with Limited Wealth-Building Potential- Are You One of Them?

2020-03-23T09:00:00+00:00

The term HENRY (High Earners Not Rich Yet) refers to individuals who have the potential to become wealthy in the future because of their income. These individuals or families earn [...]

HENRYs (High Earners Not Rich Yet) with Limited Wealth-Building Potential- Are You One of Them?2020-03-23T09:00:00+00:00
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