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...
Five Ways to Maximize Your Social Security Benefits
What would an income increase of 10% mean to your retirement? Would it afford you more freedom? More opportunity to travel? The ability to spoil your grandchildren? Or even the ability to buy that vacation home on the lake you’ve always dreamed of? For most Americans,...
Nine Questions to Ask a Financial Advisor in Your First Meeting
Before you commit to hiring a financial advisor, it’s important that you ask the right questions. You'll be working with this professional to achieve your financial goals—whatever they may be. You'll want to feel confident that they'll be able to guide you through...
401(k) vs. Traditional IRA vs. Roth IRA
Which retirement account is best for you? The world of personal investing, finance and retirement is filled with acronyms: traditional IRA, Roth IRA, 401(k), RMD, APR, ETF, FDIC and so many more. While they may seem intimidating, a degree in finance is not required to...