SimplyAdvised Blog

Quick and easy-to-read information regarding retirement strategies, estate planning, taxes, Social Security and more.

Four Questions to Ask Yourself Before You Retire

Four Questions to Ask Yourself Before You Retire

If you’re nearing retirement, you may find yourself daydreaming about enjoying the fruits of your labor. While it’s important to plan for retirement at any stage of life, if you’re getting close it’s crucial to be realistic about how prepared you really are. One way...

Five Key Estate Planning Documents

Five Key Estate Planning Documents

Many consider having an estate plan a necessity only if you’re extremely wealthy or have a considerable amount of assets. However, believing this myth and not planning ahead could leave your family and financial affairs in shambles. It’s never too early to consider...