Simplicity Digital Advisor
What You Need to Know- American Rescue Plan Act of 2021
The new stimulus plan may have an impact on your finances. The American Rescue Plan Act of 2021 is a $1.9 trillion relief package is designed to help struggling Americans overcome financial hardship. Here’s an overview of several of its most important components that relate to individuals:
Empowering Women to Make Financial Decisions
It’s important for everyone, including women, to make smart financial decisions that steer them toward financial success. When women thrive financially, they may feel less financial stress leading to independence and the ability to accomplish various short and long-term goals. Here are several tips for empowering women in order to make better financial decisions for yourself:
How You Can Achieve a Stress-Free Retirement
Contrary to popular belief, retirement doesn’t always mean a stress-free lifestyle. It’s pretty standard for retirees to face stress from new challenges and worries. The good news is there are steps you can take to achieve a stress-free retirement and enjoy a happy and fulfilling life away from the working world. Here are some tips to help you achieve a stress-free retirement as you prepare:
Tax Changes ‘Self-filers’ Need to Know Before Filing 2021 Taxes
If you are self-filing your 2021 taxes, you may want to double-check. Make sure you don’t miss out on any tax changes. While some deductions will be the same this year, there are other significant changes due to the COVID-19 stimulus plans over the past two years. Here are a few specific tax-related items for the 2021 tax filing season that may impact you
Five Tips for Organizing Your Home Office
A clean, organized home office is vital to stay focused, make the most of every workday, and separate your work and home life. Whether your home office is a desk in your kitchen or a dedicated room, it can quickly become filled with clutter causing you stress. In honor of Organize Your Home Office Day on March 8th, we’ve compiled this list of tips to organize your home office:
What is Goal-Based Investing?
Goal-based investing in asset management is somewhat new to wealth management and differs from traditional investing in unique ways.The traditional investing philosophy focuses on portfolio construction to achieve the highest return
Financial Planning for Families Living With a Disability
Families living with a disability is more common than one expects. Nearly 54 million Americans cope with special needs and the rising cost of associated expenses, according to the National Organization on Disability.
Five Great Financial Readings to Guide You Through 2022
Many financial readings can provide you with fresh perspectives on personal finance or strategies you’ve never considered before or inspire you to take charge of your financial future.
Why Managing Mental Health Matters for Retirees
Once you retire, you may not miss the typical stressors of a demanding career. Managing mental health is important leading up to retirement and moving into. Retirement is a time to enjoy hobbies and activities you didn’t have time for during your working life.
Tax Identity Theft Season (aka Tax Scam Season) is Here
Tax identity theft is when someone uses your Social Security number to steal your tax refund or for work. People often discover tax identity theft when they file their tax returns.
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