Канал: Simmons Capital Group

Budget Friendly Summer Fun: Creative Activities to Enjoy Without Breaking The Bank

Budget Friendly Summer Fun: Creative Activities to Enjoy Without Breaking The Bank

Building Your Safety Net: Essential Tips for Your Emergency Fund

Building Your Safety Net: Essential Tips for Your Emergency Fund

Investors Nervous As Three Giants Top the S&P 500

Investors Nervous As Three Giants Top the S&P 500

Navigating Your Financial Future: The Power of Target Date Retirement Funds

Navigating Your Financial Future: The Power of Target Date Retirement Funds

Mastering Assett Allocation: Building Your Financial Fortress

Mastering Assett Allocation: Building Your Financial Fortress

Navigating Newlywed Finances: Building a Strong, Financial Foundation Together

Navigating Newlywed Finances: Building a Strong, Financial Foundation Together

Exploring the Relationship Between $100 Bills in Circulation and Real Inflation

Exploring the Relationship Between $100 Bills in Circulation and Real Inflation

Oil Prices Surge Past $100 a Barrel! The Implications and Outlook.

Oil Prices Surge Past $100 a Barrel! The Implications and Outlook.

Unraveling the Cocoa Conundrum: How Chocolate Prices Affect Global Dynamics

Unraveling the Cocoa Conundrum: How Chocolate Prices Affect Global Dynamics

The Federal Reserve Maintains Interest Rates: A Closer Look at the Implications

The Federal Reserve Maintains Interest Rates: A Closer Look at the Implications

Assessing the Resemblance: Are Current AI Stocks Echoing the Tech Bubble of 2000?

Assessing the Resemblance: Are Current AI Stocks Echoing the Tech Bubble of 2000?

Is purchasing a brand new car really worth it?

Unlocking Financial Magic! The Time Value of Money and the Rule of 72

Unlocking Financial Magic! The Time Value of Money and the Rule of 72

The True Cost of HomeOwnership

The True Cost of HomeOwnership

What you need to know before you buy! Unveiling the true cost of homeownership before you buy.

What you need to know before you buy! Unveiling the true cost of homeownership before you buy.

Is Stagflation an Imminent Concern for the Fed?

Is Stagflation an Imminent Concern for the Fed?

Understanding Stocks and Bonds: A Beginners Guide to Investing

Understanding Stocks and Bonds: A Beginners Guide to Investing

Bracing the Impact: Assessing the Potential for a Second Wave of Inflation

Bracing the Impact: Assessing the Potential for a Second Wave of Inflation

The Pulse of Prosperity: Navigating the Currents of a Dovish Economy

The Pulse of Prosperity: Navigating the Currents of a Dovish Economy

Medicare Milestone: Exciting Updates and Enhancements to Part D Unveiled for Recipients.

Medicare Milestone: Exciting Updates and Enhancements to Part D Unveiled for Recipients.

Renting vs Owning? Perhaps Renting isn't all that bad... For now.

Renting vs Owning? Perhaps Renting isn't all that bad... For now.

Navigating Your Finances: A Blueprint for Young Adult Financial Success

Navigating Your Finances: A Blueprint for Young Adult Financial Success

Strategic Tax Optimization: A Guide To Maximizing Benefits Through Loss Harvesting

Strategic Tax Optimization: A Guide To Maximizing Benefits Through Loss Harvesting

Empower Your Future: New Guidelines for Employee Savings Success

Empower Your Future: New Guidelines for Employee Savings Success

Navigating the Economic Horizon: Trends, Challenges and Opportunities in 2024

Navigating the Economic Horizon: Trends, Challenges and Opportunities in 2024

Managing Old Employer Retirement Plans

Managing Old Employer Retirement Plans

Leveraging A Qualified Charitable Distribution for Annual Giving

Leveraging A Qualified Charitable Distribution for Annual Giving

Social Security Changes in 2024 That May Surprise You

Social Security Changes in 2024 That May Surprise You

Navigating Change: Insights from Our Account Rebalancing

Navigating Change: Insights from Our Account Rebalancing

Ideas for Last Minute Tax Savings in 2023

Ideas for Last Minute Tax Savings in 2023

A message from our founder, Donald Simmons.

A message from our founder, Donald Simmons.

Three As of Successful Saving

Three As of Successful Saving

CRUCIAL LIFE CHANGES THAT REQUIRE SOCIAL SECURITY REPORTING

CRUCIAL LIFE CHANGES THAT REQUIRE SOCIAL SECURITY REPORTING

Accelerating Financial Freedom: The Power of Making Extra Mortgage Payments Explained.

Accelerating Financial Freedom: The Power of Making Extra Mortgage Payments Explained.

Why does minimizing huge losses matter?

Why does minimizing huge losses matter?

Strategic Tax Planning for the Beneficiaries of Your IRA Accounts

Strategic Tax Planning for the Beneficiaries of Your IRA Accounts

Student Debt Repayment Begins Again: What happens now?

Student Debt Repayment Begins Again: What happens now?

How Does a Government Shutdown Differ from the Debt Ceiling Debate?

How Does a Government Shutdown Differ from the Debt Ceiling Debate?

Fall Into Financial Success

Fall Into Financial Success

Smart Strategies to Reduce Required Minimum Distribution (RMD) Taxes

Smart Strategies to Reduce Required Minimum Distribution (RMD) Taxes

Empowering Women: The Role of Social Security in Promoting Financial Security and Equality

Empowering Women: The Role of Social Security in Promoting Financial Security and Equality

Unleashing Financial Potential: The Power of Money Market Accounts

Unleashing Financial Potential: The Power of Money Market Accounts

The Importance of Disability Insurance for Financial Protection

The Importance of Disability Insurance for Financial Protection

Unraveling Medicare's Role in Long Term Care

Unraveling Medicare's Role in Long Term Care

2023 Economic Outlook Aug 2023

2023 Economic Outlook Aug 2023

United States Credit Downgrade: Impact and Implications

United States Credit Downgrade: Impact and Implications

Unleashing the Power of AI in Finance

Unleashing the Power of AI in Finance

Roth IRA vs 529 Plan

Roth IRA vs 529 Plan

Roth IRA Transfers and Divorce: Don't Forget the Five Year Rule!

Roth IRA Transfers and Divorce: Don't Forget the Five Year Rule!

Calling All Donors! Have You Considered A Charitable Gift Annuity?

Calling All Donors! Have You Considered A Charitable Gift Annuity?

Turning 65? Thinking of Medicare....but what about HSA?

Turning 65? Thinking of Medicare....but what about HSA?

Active vs. Passive: Which is the best type of approach?

Active vs. Passive: Which is the best type of approach?

The Three A's of Successful Saving

The Three A's of Successful Saving

Q2 Strategy Update: What we're doing to protect your money.

Q2 Strategy Update: What we're doing to protect your money.

The Treasury

The Treasury

5 Key Things When Considering an HSA

5 Key Things When Considering an HSA

The Debt Ceiling and Potential Economic Impacts

The Debt Ceiling and Potential Economic Impacts

Investments 101 Stocks vs bonds

Investments 101 Stocks vs bonds

Saving for a 529 Plan.

Saving for a 529 Plan.

April 2023 Market Review and Strategy

April 2023 Market Review and Strategy

Investor Experience Video Tutorial : Core Features Only

Investor Experience Video Tutorial : Core Features Only

How Your Investments Are Like A Flower Garden

How Your Investments Are Like A Flower Garden

Social Security Claiming Mistakes Couples Make

Social Security Claiming Mistakes Couples Make

Life Changes You Need To Report To Social Security: Why It's Important

Life Changes You Need To Report To Social Security: Why It's Important

Is Today's Banking Crisis The Same As 2008?

Is Today's Banking Crisis The Same As 2008?

Silicon Valley Bank Closure

Silicon Valley Bank Closure

YOU’VE FROZEN THE CREDIT OF A DECEASED LOVED ONE. WHAT IF I NEED TO UNLOCK IT?

YOU’VE FROZEN THE CREDIT OF A DECEASED LOVED ONE. WHAT IF I NEED TO UNLOCK IT?

Freezing The Credit of A Deceased Loved One

Freezing The Credit of A Deceased Loved One

Naming a minor as a Beneficiary

Naming a minor as a Beneficiary

How does COBRA coordinate with Medicare?

How does COBRA coordinate with Medicare?

SECURE ACT 2.0: Retirement Savings and RMDs

SECURE ACT 2.0: Retirement Savings and RMDs

Your Investment Lost Money Last Year. Why The Big Tax Bill?

Your Investment Lost Money Last Year. Why The Big Tax Bill?

Coffee and Cash: Identity Theft

Coffee and Cash: Identity Theft

Coffee and Cash : Long Term Care

Coffee and Cash : Long Term Care

Seven Lessons From A Brutal Year

Seven Lessons From A Brutal Year

What is the Federal Reserve?

What is the Federal Reserve?

Happy New Year Wishes Video

Happy New Year Wishes Video

Best Wishes for a Happy Holiday Season Video

Best Wishes for a Happy Holiday Season Video

Buy Now, Pay Later: Helpful or harmful?

Buy Now, Pay Later: Helpful or harmful?

Parents: Avoid pricey dorms and earn rental income by buying homes in college towns

Parents: Avoid pricey dorms and earn rental income by buying homes in college towns

2022 Review 2023 Outlook: Prevailing Under Pressure

2022 Review 2023 Outlook: Prevailing Under Pressure

How much can I really save buying secondhand?

How much can I really save buying secondhand?

Making sense of HSAs in 2023

Making sense of HSAs in 2023

Your Finances While Caring for a Disabled Loved One

Your Finances While Caring for a Disabled Loved One

5 Financial things to check off your list before years end

5 Financial things to check off your list before years end

Cost of Living Adjustment and Medicare Costs for 2023

Cost of Living Adjustment and Medicare Costs for 2023

7 Places to Put Your Cash Right Now

7 Places to Put Your Cash Right Now

Hawkish vs. Dovish monetary policy?

Hawkish vs. Dovish monetary policy?

Do gas prices always fall before elections?

Do gas prices always fall before elections?

Haven’t filed your tax yet? Here’s what you need to know

Haven’t filed your tax yet? Here’s what you need to know

2022 Medicare Open Enrollment

2022 Medicare Open Enrollment

Apply these steps to avoid costly divorce mistakes

Apply these steps to avoid costly divorce mistakes

Student Loan Forgiveness: Everything you need to know

Student Loan Forgiveness: Everything you need to know

What happens if my bank is part of a merger?

What happens if my bank is part of a merger?

Has my identity been stolen?

Has my identity been stolen?

College students! Everything you need to know about Income Share Agreements

College students! Everything you need to know about Income Share Agreements

The 3 A's of successful saving

The 3 A's of successful saving

Excess contributions & how to fix them

Excess contributions & how to fix them

Inflation continues...I Bonds could help

Inflation continues...I Bonds could help

Market Outlook July 2022: What's happening with your money

Market Outlook July 2022: What's happening with your money

5 financial things that should be on your annual checklist

5 financial things that should be on your annual checklist

Thinking about selling that investment property?

Thinking about selling that investment property?

Is designating a beneficiary to your IRA important? Yes! And here's why...

Is designating a beneficiary to your IRA important? Yes! And here's why...

Moving in retirement? Watch this before you pack...

Moving in retirement? Watch this before you pack...

6 smart ways to withdraw retirement funds

6 smart ways to withdraw retirement funds

How your HSA accounts interact with Medicare

How your HSA accounts interact with Medicare

Thinking about quitting? How to tie up loose financial ends before making any big moves

Thinking about quitting? How to tie up loose financial ends before making any big moves

How does Impact Investing work?

How does Impact Investing work?

What do "Bull Market" and "Bear Market" really mean?

What do "Bull Market" and "Bear Market" really mean?

First paycheck? Where your money should be going

First paycheck? Where your money should be going

9 tips for downsizing after retirement

9 tips for downsizing after retirement

Are you ready to retire in 2022? Retiree checklist

Are you ready to retire in 2022? Retiree checklist

Investors! Avoid these 5 biggest pitfalls

Investors! Avoid these 5 biggest pitfalls

Let's talk about Q1 of 2022

Let's talk about Q1 of 2022

Are the seniors in your life financially safe?

Are the seniors in your life financially safe?

Survivor Benefits: How do they work?

Survivor Benefits: How do they work?

Financial literacy becoming the law?

Financial literacy becoming the law?

Didn't max out your IRA this year? There's still time in 2022

Didn't max out your IRA this year? There's still time in 2022

Investors flock to I bonds. So, what are they?

Investors flock to I bonds. So, what are they?

Know the rules before you gift

Know the rules before you gift

How does war impact your investments?

How does war impact your investments?

401(k) & IRA contribution limits of 2022

401(k) & IRA contribution limits of 2022

RMD Changes in 2022

RMD Changes in 2022

The future markets: 2022

The future markets: 2022

Medicare Enrollment Refresher

Medicare Enrollment Refresher

The end of student loan relief: Are you prepared?

The end of student loan relief: Are you prepared?

GE splits: What does that mean for you?

GE splits: What does that mean for you?

A look ahead: 2022

A look ahead: 2022

Making pension elections... What to expect.

Making pension elections... What to expect.

November '21 Recap

November '21 Recap

3 holiday scams to avoid!

3 holiday scams to avoid!

Prepping your Thanksgiving budget

Prepping your Thanksgiving budget

Could you be a millionaire?

Could you be a millionaire?

The most interesting headlines of October 2021

The most interesting headlines of October 2021

Will Social Security be there for me?

Will Social Security be there for me?

Social Security COLA 2022 Just Announced!

Social Security COLA 2022 Just Announced!

What is a basis point?

What is a basis point?

What do I do with my stock certificates?

What do I do with my stock certificates?

What is FDIC insurance?

What is FDIC insurance?

3 Retirement Money Myths Debunked

3 Retirement Money Myths Debunked

Inflation Illustration: When will prices level out?

Inflation Illustration: When will prices level out?

Child Tax Credit: Everything you need to know

Child Tax Credit: Everything you need to know

Procedural Pointers: What do I do if my name has changed?

Procedural Pointers: What do I do if my name has changed?

How is a 457 Plan different than a 401(k) Plan?

How is a 457 Plan different than a 401(k) Plan?

Can I avoid probate?

Can I avoid probate?

Paying for K-12? Don't use your 529!

Paying for K-12? Don't use your 529!

Earn more interest on your cash with this type of account...

Earn more interest on your cash with this type of account...

How does screening for Socially Responsible Investments work?

How does screening for Socially Responsible Investments work?

The great inflation debate

The great inflation debate

Social Security: Do you know your options?

Social Security: Do you know your options?

Can I work and collect Social Security benefits?

Can I work and collect Social Security benefits?

How is your Social Security benefit calculated?

How is your Social Security benefit calculated?

How are your investments like a flower garden?

How are your investments like a flower garden?

Which stock market benchmark should I follow?

Which stock market benchmark should I follow?

What if I can't make my student loan repayments?

What if I can't make my student loan repayments?

Are my student loans going to be forgiven?

Are my student loans going to be forgiven?

Big changes to your Stretch IRA Beneficiaries!

Big changes to your Stretch IRA Beneficiaries!

APR vs. APY

APR vs. APY

Bitcoin Basics: Part Two

Bitcoin Basics: Part Two

Bitcoin Basics: Part One

Bitcoin Basics: Part One

Extended Tax Deadline! Do you qualify for the saver's credit?

Extended Tax Deadline! Do you qualify for the saver's credit?

What is Socially Responsible Investing & ESG?

What is Socially Responsible Investing & ESG?

Should I Pay My Student Loans While in Forbearance?

Should I Pay My Student Loans While in Forbearance?

How Much House Can I Afford?

How Much House Can I Afford?

What is a 5-Star Medicare Plan?

What is a 5-Star Medicare Plan?

What happens if I take a loan from my 401(k), then lose my job?

What happens if I take a loan from my 401(k), then lose my job?

Be Careful of Annuity Surrender Schedules...

Be Careful of Annuity Surrender Schedules...

What is a RMD?

What is a RMD?

What is a financial plan?

What is a financial plan?

How much do you need to retire?

How much do you need to retire?

Intro to 401(k)'s

Intro to 401(k)'s

Disability Insurance 101

Disability Insurance 101

Life Insurance 101

Life Insurance 101

What's going on with GameStop?

What's going on with GameStop?

Investment Fees & Costs

Investment Fees & Costs

Risk vs. Reward

Risk vs. Reward

Types of Investment Accounts

Types of Investment Accounts

Investments 101: Stocks vs. Bonds

Investments 101: Stocks vs. Bonds

Why & How to Budget

Why & How to Budget

How Do You Pay Down Debt?

How Do You Pay Down Debt?

Why do you need an Emergency Fund?

Why do you need an Emergency Fund?

What Investment Returns Should I Use in Retirement Planning?

What Investment Returns Should I Use in Retirement Planning?

Let's recap ways to give with some Year End Giving Strategies!

Let's recap ways to give with some Year End Giving Strategies!

How can Life Insurance be used for Long-Term Care Costs? Pt 3 of 3

How can Life Insurance be used for Long-Term Care Costs? Pt 3 of 3

Common Ways to Protect Against Long-Term Care - Pt 2 of 3

Common Ways to Protect Against Long-Term Care - Pt 2 of 3

Why Plan for Long Term Care? Pt 1 of 3

Why Plan for Long Term Care? Pt 1 of 3

Is your car payment costing you your retirement?

Is your car payment costing you your retirement?

Social Security Cost of Living Adjustment for 2021

Social Security Cost of Living Adjustment for 2021

Medicare open enrollment is here!

Medicare open enrollment is here!

How do Credit Scores work?

How do Credit Scores work?

Beware of the Payroll Tax Deferral Program

Beware of the Payroll Tax Deferral Program

Opportunity in Crisis

Opportunity in Crisis

5 questions you should always ask a financial advisor...

5 questions you should always ask a financial advisor...

Why Consider a Health Savings Account (HSA)?

Why Consider a Health Savings Account (HSA)?

What is a Stock Split?

What is a Stock Split?

Do you get back the money that SS withholds if you work in retirement?

Do you get back the money that SS withholds if you work in retirement?

Does selling my home impact my Medicare Premiums?

Does selling my home impact my Medicare Premiums?

When you elect your beneficiaries, what does 'Per Stirpes' mean?

When you elect your beneficiaries, what does 'Per Stirpes' mean?

Mutual Funds vs ETF's. What's the difference?

Mutual Funds vs ETF's. What's the difference?

Is it ever too early to begin saving for retirement?

Is it ever too early to begin saving for retirement?