Simplicity Digital Advisor

22
Jul

Legacy Planning and What It Involves

Legacy planning is a comprehensive process that covers traditional estate planning activities such as trusts and asset distribution and includes broader considerations, such as how a person wants to be remembered.

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15
Jul

5 Reasons You Need Life Insurance

Life insurance is a fundamental and essential component in any comprehensive financial plan. It instills a sense of security in the policyholder and their dependents.

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8
Jul

The Benefits of Long-Term Care

Long-term care is an essential component of healthcare that aids individuals who are physically or mentally incapable of independent living. While it may seem daunting, the benefits of long-term care can significantly enhance the quality of life for those in need. I can also help with overall well-being. These benefits include personalized care, safety, and social interaction, among several others.

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1
Jul

National Financial Freedom Day: A Celebration of Financial Responsibility

National Financial Freedom Day is an annual observance held on July 1st. It encourages and promotes financial responsibility among individuals, families, and businesses.

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24
Jun

Critical IRS Update: Understanding 2025 Revenue Proposals

The IRS regularly introduces modifications to tax laws, and understanding them and their potential aftermath is crucial. One of the critical IRS update for 2025 may impact estate planning, those who inherit, and the amount of taxes to be paid.

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17
Jun

Smart Money Moves: Financial Tips for Building Your Vacation Fund

An escapade to an exotic getaway or a relaxing vacation provides an opportunity for rejuvenation. However, these leisure vacations often come with a price tag.  Read more for how to take steps to begin building your vacation fund.

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10
Jun

Unlocking the Benefits of Annuities in Retirement Planning

Financial independence is an integral part of a comfortable retirement. Therefore, investing in strategies that guarantee a consistent income stream in retirement is crucial. In this article we will explore the benefits of annuities.

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3
Jun

Mortgage rates in 2024: Insights and Predictions for Homebuyers

As we look into 2024, predicting the trajectory of mortgage rates has never been more critical for prospective homebuyers. Understanding the factors influencing these rates and how they may play out can help potential homeowners make informed decisions. 

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6
May

Spring Storms and Market Volatility: A Comparison

Spring brings warmer weather, blooming flowers, and more time spent outside. However, a change in season may bring a different type of storm that can cause just as much chaos and unpredictability- market volatility. Spring thunderstorms and stock market volatility may seem completely unrelated, but upon closer inspection, they share some striking similarities.

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29
Apr

Home Buying Season: 10 Tips to Help Guide the Process

Spring is known as the prime home buying season. The warmer weather, blooming flowers, and longer days make it the perfect time to start the search for a new home.

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