April 2017 | Sims Investment Management, LLC

Sure, You're Insured…But Does Your Policy Really Protect Your Business?

Submitted by Sims Investment Management, LLC on April 27th, 2017

Business owners, by their nature are creatures of optimism. The last thing that business owners want to think about is what can go wrong. If they have the right kind of insurance coverage, they may not have to think about it. It takes a thorough assessment of all of the possible risks and the business’ exposure to them to construct the right kind of insurance coverage.

Smart Taxes: Roth IRA

Submitted by Sims Investment Management, LLC on April 20th, 2017

Without fail as Tax Day approaches every year, the mind whirls while you check boxes and fill in numbers about everything you could have, should have, would have done to save more money on taxes. Could you have saved more? Invested better? Been smarter at charitable giving? Probably.

Game of Life: Financial Planning At Every Age

Submitted by Sims Investment Management, LLC on April 13th, 2017

If you’ve ever played the Game of Life board game, it becomes clear that compressed into the colorful path there are various stages of life. Each stage holds its own major financial challenges as well as prospective profits in addition to surprises (new baby!) and forks in the road.

Beneficiary Benefits—Keeping Designees Updated Matters Big Time

Submitted by Sims Investment Management, LLC on April 6th, 2017

The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the nonchalance we toss the term around with, beneficiaries are incredibly important. Let’s break down the details on how and why beneficiaries matter.

513-278-7467 sim@simsinvestment.com

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Sure, You're Insured…But Does Your Policy Really Protect Your Business?

Smart Taxes: Roth IRA

Game of Life: Financial Planning At Every Age

Beneficiary Benefits—Keeping Designees Updated Matters Big Time