With tax season around the corner, this will be the first time folks will be filing under the new rules of the Tax Cuts and Jobs Act. Not surprisingly, they want to know, “How will this impact me and my family?” Below we’ve summarized some of the key […]
Have you ever wished someone would just tell you what you need to do to best manage your money? Do you feel like there is so much information out there, it would be nice to have it simplified for you? At SimpliFi, our goal is to take the complexity o […]
Regardless of how nice your car is when you drive it off the lot, you’re going to have to give it some love and attention in order to get from Point A to Point B consistently and without stress. If you forget to refill the gas tank, you’re not going […]
How are you doing with your money goals?
At least once a year, you should do a personal financial checkup to keep you on track to reach your financial and retirement goals. It’s important to evaluate where you are at with your money, where […]
Debt can postpone your goals (like retirement!) and keep you from living the life you want. Here are 3 strategies to destroy your debt and take control of your finances.
What would your life look like if you were 100% debt free?
“Whether y […]
Who doesn’t want to retire? After decades of working, it’s time for a new season of life. Hopefully, you’ve made good financial decisions up to this point. But, your responsibility to continue that trend do […]
Budget creep happens when monthly expenses slowly go up over time, without it being noticed. Then, before you know it you’re paying much more for the same thing you’ve had for years. Or, perhaps the cost fo […]
One of the core tenets of a strong financial foundation is maintaining a healthy level of savings.
Saving money isn’t always exciting, but a rainy-day fund is imperative to your financial health. It only takes one unexpected expense to topple your […]
There are so many questions that beg for your attention in the investment world. How much investment risk are you willing to take? What should you be contributing to your 401(k)? What’s the difference between stocks, bonds, mutual funds, and ETFs? Ho […]