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Making the Most of Your Tax Return

Submitted by Sims Investment Management, LLC on August 26th, 2021

Tax season is officially over, and many of us are looking forward to our tax returns hitting our bank accounts. While some may choose to spend their return on a special treat, others may want to use the extra funds to boost their investments. If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return. 

Tags:
  • Investing
  • Retirement
  • Tax
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Money Management 101: Tips for Your Kids Entering the Workforce

Submitted by Sims Investment Management, LLC on August 19th, 2021

When we’re young, we have so many lessons to learn—one of the most important being how to manage our money. If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know how to practice healthy financial habits.

Tags:
  • Investing
  • Kids
  • Retirement
  • Stock Market
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Preparing for an Early or Unexpected Retirement

Submitted by Sims Investment Management, LLC on June 17th, 2021

More Americans are retiring earlier than you might think

Tags:
  • Investing
  • Retirement
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More than Finances: The Benefits of Holistic Advice from Financial Professionals

Submitted by Sims Investment Management, LLC on June 10th, 2021

When thinking about our physical health, it’s common for people to take a holistic approach—that is, we think about ways we can practice being healthy overall, like eating a balanced diet and getting an adequate amount of exercise. Keeping our bodies healthy means improving our quality of life.

Tags:
  • Finance
  • Goal Planning
  • Investing
  • Retirement
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Living the Dream: How to Plan for Your Ideal Retirement

Submitted by Sims Investment Management, LLC on June 3rd, 2021

What would you do with your time if you weren’t working 40 hours every week? Everyone has a different idea of what they want retirement to look like, whether it involves traveling the world or staying comfortable at home.

Tags:
  • Investing
  • Retirement
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The Pros and Cons of Investment Apps

Submitted by Sims Investment Management, LLC on May 20th, 2021

Investing your money is easier than ever in this digital age. Gone are the days of having to call or visit a financial professional in person. Now, most investing can be done online—there are even apps to help you. From apps to help you save your spare change to stock trading apps, there are options out there for multiple financial situations.

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  • Investing
  • Retirement
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The Pros and Cons of Investing in a 529 Plan for College

Submitted by Sims Investment Management, LLC on May 13th, 2021

If you’re a parent of a child who may be heading to college in the future, it’s likely that you’ve thought about how to pay for their tuition. But paying for college is no small feat—with tuition rates constantly rising, college is a huge investment. One of the best ways to be prepared for the cost of college is to start saving early.

Tags:
  • 529
  • College
  • Investing
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Retirement Calculator: Are You On Track to Reach Your Goals?

Submitted by Sims Investment Management, LLC on May 6th, 2021

Thinking about retirement can be overwhelming, especially when considering what life may be like living on a fixed income. One of the best ways to improve your financial health in retirement is to start planning early. Here are some things to consider when planning for retirement and how to stay on track with your goals during your working years. 

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  • Investing
  • Retirement
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Passive Income Investments: How to Make Your Money Work for You

Submitted by Sims Investment Management, LLC on April 29th, 2021

Income is the key to building wealth and is usually associated with working a full-time job. But what if you could potentially increase your income without working any extra hours? Passive income is defined as money that’s earned with little to no daily effort.

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  • Investing
  • Passive Income
  • Retirement
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Financial Management for Couples: When a Spender and a Saver Fall in Love

Submitted by Sims Investment Management, LLC on April 15th, 2021

Money can be a point of contention for many couples. Between big expenses like taking vacations, buying a house, getting married or having children, relationships can be filled with tricky financial situations. Even trickier is if you and your partner have different views on financial matters—one of you is a spender and one is a saver.

Tags:
  • Budgeting
  • Investing
  • Retirement
  • Stock Market
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