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March 2016

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  • March 2016

Are My Social Security Benefits Taxable?

Submitted by Sims Investment Management, LLC on March 31st, 2016

The quick answer is “it depends.”  But, for the 33 percent of retirees who now rely more heavily on their Social Security benefits to sustain their lifestyle, the answer takes on even more significance.  Generally, your income from Social Security is not taxable on its own; but when it’s combined with other sources of income for tax reporting purposes, a porti

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Intelligent Options for College Savings

Submitted by Sims Investment Management, LLC on March 24th, 2016

If you are the parents or grandparents of child of any age chances are good that the escalating costs of higher education are on your mind.

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Picking the Brains of the Rich – We Find Some Investment Nuggets

Submitted by Sims Investment Management, LLC on March 10th, 2016

Although we are in the business of building wealth for our clients, we are always on the lookout for those “pearls of wisdom” from the ultra-rich that might bring some elucidation to those who wonder why they’re not.

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  •   2101 Grandin Road, Suite A, Cincinnati, Ohio 45208
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