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8 Important Details About Early Retirement Plan Rollovers

Submitted by Sims Investment Management, LLC on July 16th, 2020

You’re probably aware that there are many options for retirement planning including 401(k)s, IRAs, Roth IRAs, and more. Some of the more common plans are employer-sponsored ones like 401(k)s, 403(b)s, and 457(b)s.

Tags:
  • Investing
  • Retirement
  • wealth
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3 Reasons Why a Financial Professional is Better than the Do-It-Yourself Approach

Submitted by Sims Investment Management, LLC on July 9th, 2020

When it comes to managing your personal finances, paying someone else to decide where to put your money may feel counter-intuitive. After all, who knows and understands your financial needs and goals better than you? Well, the truth is that a financial professional is far better suited to the task.

Tags:
  • Investing
  • Retirement
  • wealth
  • Read more

What Determines Car Insurance Rates?

Submitted by Sims Investment Management, LLC on July 2nd, 2020
Tags:
  • Insurance
  • wealth

Media Oxymoron

Submitted by Sims Investment Management, LLC on June 25th, 2020

I'm starting to wonder if having an endless supply of outlets and talking heads is actually a bad thing. If you're somehow reading this in North Korea (great VPN by the way, hope you don't get caught), you're banging your head against your keyboard in frustration. You've got one talking head, and he'll take you head off if you don't agree!

 

Tags:
  • Investing
  • Retirement
  • Stock Market
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Establishing Good Credit in College

Submitted by Sims Investment Management, LLC on June 18th, 2020
Tags:
  • College
  • Credit
  • wealth

5 Year-End Tax Planning Opportunities for the Savvy Investor

Submitted by Sims Investment Management, LLC on June 11th, 2020

Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but there are special considerations to make as the year comes to a close that can help maximize your refund or minimize your liability.  

Are you taking advantage of the following tax-saving strategies with your return?

Tags:
  • Investing
  • Tax
  • wealth
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How to Look for Investing Opportunities during the COVID-19 Crisis

Submitted by Sims Investment Management, LLC on June 4th, 2020

Intro

Tags:
  • Covid
  • Investing
  • Retirement
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Investment Tips for All Seasons

Submitted by Sims Investment Management, LLC on May 28th, 2020

Intro

If you’ve been investing in stocks or bonds for several years, you may feel like you’re beginning to get a hang of this precarious trade. At this point, you may be making plans to diversify your portfolio or research a more complex investment strategy. But in reality, you should be using this time to get back to the basics.

Tags:
  • Investing
  • Markets
  • Retirement
  • Read more

Media and Predictions

Submitted by Sims Investment Management, LLC on May 21st, 2020

 

There is an old adage in fundraising – urgency above everything. Consider the following pitch:  

 

Tags:
  • Behavior
  • Investing
  • Stock Market
  • Read more

What are the Benefits of Saving Early?

Submitted by Sims Investment Management, LLC on May 14th, 2020

For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have gotten their first good-paying job. The mantra of these young professional men and women is often to want to spend instead of saving, and it might be time that changed.

Tags:
  • Investing
  • Retirement
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