SimplyAdvised Blog
Quick and easy-to-read information regarding retirement strategies, estate planning, taxes, Social Security and more.
Six Common Social Security Questions
While the majority of Americans will collect Social Security at some point in their lives, not everyone fully understands the program. This program, which is often a vital part of a person’s retirement plan, is notorious for being confusing. Taking the time to gain a...
Five Retirement Planning Mistakes to Avoid
Many of us spend years looking forward to and planning for retirement. It’s only natural to want to enjoy the fruits of your labor and spend your golden years stress-free. That’s why it’s important to avoid making mistakes that could throw a wrench in your plans. A...
Five Ways to Minimize Your Taxes In Retirement
While many choose different paths for their retirement, there is one thing that stays constant: taxes. No, taxes don’t stop once you’re retired. They’re probably even more important to keep an eye on during retirement as you’re on a fixed income—meaning you don’t want...
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
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...