May 2017

When Life Insurance Makes Perfect Financial Sense in Retirement

Submitted by Sims Investment Management, LLC on May 18th, 2017

When most people think about life insurance, it is something to be purchased when we’re young with financial responsibilities and dependents to protect. Any discussion about purchasing life insurance after we retire is often met with strong opinions as to whether or not it makes any financial sense. After all, the cost of life insurance increases significantly over the age of 65.

Financial Planning for Young Professionals

Submitted by Sims Investment Management, LLC on May 11th, 2017

You’re 25 and feeling alive. You’re settling into life after university, paying off your debts and slowly figuring how to “adult”. But with the responsibility of bills, rent, and even keeping up social appearances, prioritizing financial planning is something far too often pushed to the side.

How to Protect Your Finances While Traveling On Vacation

Submitted by Sims Investment Management, LLC on May 4th, 2017

Vacation season is almost upon us and, for many Americans who haven’t traveled abroad in several years, their vacations have been years in planning. However, even the best laid plans can quickly come unraveled if you don’t take some extra measures to ensure that your finances are protected before you leave on your trip.

513-278-7467 sim@simsinvestment.com

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