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Simplicity Digital Advisor

7
Jun

Summertime = Outdoor Fun Time

Oh, sweet, summertime. Summer is here, and we are ready to get outside! As every state is typically warm, it’s time to enjoy this summer as we officially rise from our winter dazes.  Now that getting fresh air is top of mind, here are activities for kids, pre-teens, and teens for the whole family to enjoy!

31
May

Mid-Year Financial Check-In

Reviewing your financial goals, retirement planning, and life insurance policies once a year is essential, but many do not realize the benefits of reviewing mid-year. Summertime is the time when people know they’re halfway through the year and think about what they want to accomplish before fall. Summertime is a great time to perform a financial check-in, update your retirement

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24
May

What to Consider When Purchasing Life Insurance

Life insurance is a significant addition to your portfolio that help can protect your loved ones. And your beneficiaries if you unexpectedly pass away. While no amount of money can ease the grief of losing someone, life insurance can reduce the financial burden they may face. Let’s take a closer look at how life insurance works and what to consider

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