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  1. Home
  2. Archived Blog
  3. January 2017

January 2017

Beyond just an Allowance: How to Engage your Young Kids in Learning about Money from a Young Age

Submitted by Sims Investment Management, LLC on January 26th, 2017

Think back to those early days in life when it seemed like everything in the candy aisle was free if you begged your parents hard enough. Not a fleeting thought was given to the expenses of a vacation or the copay costs at the doctor. There’s something beautifully unburdened in the way which children experience the world: recklessly present and innocently ambivalent.

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  • Allowance
  • Investing
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Charitable donations can mean big tax deduction—unless you donated to a fraud

Submitted by Sims Investment Management, LLC on January 12th, 2017

Donations to charities are a win-win when it comes to filing taxes. You can feel good about helping a cause you care about as well as write off the donations to “qualified organizations” on your taxes at totals up to “50 percent of your adjusted gross income,” according to the Internal Revenue Service.

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Life Unexpected: Are You Prepared?

Submitted by Sims Investment Management, LLC on January 5th, 2017

Life happens, and, when it does, it sometimes has a tendency to get in the way of the things we are trying do for ourselves and our families.

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