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SimplyAdvised Podcast
Your go-to place to find trusted subject-matter experts who communicate critical information in a meaningful and memorable way, guiding you to make smart choices.
Episode 11: The Advantages of Working With an Independent Advisor With Francesco Coccimiglio
Episode 10: Lifetime Financial Strategies (A 21st Century Financial Planning Process) With Cary Cowan
Episode 9: Sequence of Returns for Retirees – with Frederick Pratt Sr and Fred Pratt Jr
SimplyAdvised Blog
Quick and easy-to-read information regarding retirement strategies, estate planning, taxes, Social Security and more.
Six End-Of-Year Tax Tips
While we may be approaching the end of the year, there is still time to trim your tax bill for next year. Whether you had a year full of financial gain, suffered financial losses or rode the middle ground all year, you can still make moves to put yourself in a better...
Six Common FAFSA Mistakes to Avoid
Billions of dollars of federal aid is given out to students across the country every year. The only way for your student to receive any of this money is by filling out the Free Application for Federal Student Aid, also known as FAFSA. Schools use the information they...
College Scholarships and Grants: What You Need to Know
Figuring out how to finance higher education for your child or children can be a daunting task. While there are many options to explore, looking into scholarships and grants (also known as gift aid) is a great place to start. Unlike student loans, scholarships and...