Simplicity Digital Advisor

10
Sep

Purposeful Pursuit of Planning

“If one advances confidently in the direction of his dreams, and endeavors to live the life which he has imagined, he will meet with a success unexpected in common hours,” Henry David Thoreau quoted.

So how do we start planning to pursue our dream and become more mindful with our resources to live a life imagined? By creating a sound plan for our journey and implementing the necessary strategies, we begin connecting our financial resources as the means to live a life imagined. I’ll share some background of what often gets in our way and prevents people from planning their journey toward their dream leading to a better financial future and success.

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28
Aug

Uninsurable? Guaranteed Issue Life Insurance may be for You

For people that have been diagnosed with a terminal illness or are in poor health, the idea of not having life insurance when needing it can be unsettling. For others who have a chemical dependency or have had one in the past, guaranteed issue life insurance (GI life) ignores the health risk of the dependence and provides the death benefit to their beneficiaries after the two-year waiting period. With other types of life insurance, the health risks the individuals face would be an automatic decline for coverage. Guaranteed issue life insurance may be the only life insurance available to these individuals.

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9
Jul

Sizzlin’ Summer Series: PART 3

What does Summer remind you of? Maybe it’s the feeling of jumping into a cool pool after a day in the summer heat, or maybe it’s the sound of the ice cream truck as you are bolting out the door with whatever change you could get your hands on. From lazy days in air conditioning to random road trips and more; summer is full of memories, and more importantly, financial choices.

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7
Jun

Sizzlin’ Summer Series: PART 2

The official start of Summer – June 21st – is right around the corner. As we cruise into part two or our Sizzlin’ Summer Series, we will make a splash with the best cities to retire in 2019. Here come the Top 4 cities to retire.

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13
May

Sizzlin’ Summer Series: PART 1

This last winter was one for the books. With record snowfall, rain, and cold temperatures, it’s safe to say that most of us are ready for warmer weather. What better way to celebrate the onset of sunshine and warm temps than with a three-part newsletter series to help you enjoy Summer! In this month’s newsletter, we will dive into the top 3 places to travel, based on the Summer months:

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10
Apr

April is Financial Literacy Month

Do you consider yourself financially literate? According to a study by S&P Global, 57% of American adults are financially literate, ranking the U.S. 14th in the world. April is considered Financially Literacy month! Increase your financial understanding today!

Whether you’re a financial guru or consider yourself a newbie, here’s 3 ways to make a difference in your finances this April!

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26
Mar

3 Tips to Spring Clean Your Finances

With the official start, the Spring is March 20th, the entire country can now start shedding layers after a record-breaking winter. Along with spring comes nice temperatures, fresh crisp smells, and most importantly, spring cleaning. Typically, spring cleaning will consist of throwing out or donating unused items, organizing the house. However, Spring is also a great time to spring clean your finances.

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1
Feb

Your 2019 Financial Calendar

There are 12 Months, 52 weeks, 365 days, 525,949 minutes in a year. From holidays to appointments and birthdays, a lot can happen and even more, can be forgotten. To help you worry about less and focus on more; here are 5 important dates you should add to your financial calendar :

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25
Jan

3 Trends Changing the Retirement Landscape in 2019

The last two decades mark a distinct time of change. Over the years, we’ve seen how medical advancements have altered the healthcare industry and how shifts in technology impacted our ability to be successful in the workplace. Among these evolving factors, it’s no surprise that the retirement landscape has also changed from what we knew it to be 20 years ago.

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8
Jan

Financial Resolutions for 2019

The holidays are in the rearview and the New Year is just over the horizon. As everyone starts the New Year off with positive changes and new annual goals, make sure your finances are one of them! Don’t let your financial dreams fall out of reach by checking out these 4 financial resolutions you should promise yourself in 2019.

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