Thanksgiving is just around the corner! The trees are filled with vibrant leaves, the air is crisp and fresh, and some of us are planning the big dinner menu. Family [...]
As Thanksgiving approaches, many of us take this time to reflect on what we're thankful for. Gratitude for family and good health are usually on the list, but some of [...]
Though no one likes to think about it, as we age, we may not always be able to handle things on our own. When daily activities become too difficult, long-term [...]
If you’ve ever thought that estate planning is only for the ultra-rich or that you can wait until later in life, you’re not alone. But estate planning is important to [...]
A high-yield savings account has long been a go-to tool for savers looking to earn a little extra interest on cash reserves while keeping funds accessible. But the role it [...]
When people think about retirement, they often imagine years of relaxation and freedom. But for many retirees and pre-retirees, that vision comes with an underlying concern: what happens if the [...]
Retirement is supposed to be the time when you finally get to enjoy the fruits of your hard work. But one of the most common concerns retirees share is whether [...]
If you’ve spent decades building up your retirement savings in tax-deferred accounts, you may have heard the term Required Minimum Distribution (RMD). But what exactly does it mean for you, [...]
What exactly are “hidden costs” in retirement? Hidden costs are the expenses that don’t make it into your retirement spreadsheet—but still show up in real life. They include things like [...]
The Federal Reserve may seem distant or complicated, but its decisions ripple through everything from interest rates to inflation, and that may affect your retirement directly. Let’s explore why the [...]
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Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investments involve the risk of loss. Professional Planning Services does not provide legal or tax advice. Information provided is for informational purposes only and should not be construed as legal or tax advice. Clients and prospective clients are encouraged to consult with their own legal and tax professionals regarding their specific situations. Professional Planning Services is a DBA of Simplicity Wealth.
