A few thoughts on the current situation regarding COVID-19 from SimpliFi's advisors.
Forget the pumpkins and bring on the elves!
A great way to reduce stress during the holiday season is to get the ball rolling early. A little planning goes a long way to making Christmas even more enjoyable for you and your family. When you have a […]
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 […]
If you are in control of your finances and your debt, a credit card rewards program can be a great thing to leverage to your advantage. With that said, it’s important to be aware of the complete details of the reward program. Before you sign up for t […]
Most of the time when I ask people about their estate planning documents, the answer is something like, “I know it’s important. I’m planning to get those done soon!”
But here’s the thing—you don’t need them until you NEED them…and then it’s usuall […]
As of the date of this writing, there are nine community property states in the U.S. Community property is defined as property that is acquired during the marriage and is owned jointly by both spouses. Exceptions to the community property rule includ […]
Should you loan money to friend or family member? It’s a complicated, and often emotional subject.
While it’s natural to want to help the people in your life, in a worst case scenario loaning money has […]
Tons of personal information is received and sent through your computer or smartphone on a daily basis. This might include your name, address, date of birth, Social Security number, banking information, or passwords.
A crim […]
Timeshares…good financial planning or a long-term headache?
As is the case with many things, sinking money into a timeshare has its own set of pros and cons. Your overall lifestyle goals and financial objectives will shed l […]
You have been diligent to obtain the proper insurance coverage for you and your family. Now that the necessary coverage is in place to meet your needs, be sure you have documentation prepared if you need to […]