Video: The Importance of Financial Goals
Submitted by Sims Investment Management, LLC on March 29th, 2018These are the obstacles we all face in trying to achieve our financial goals:
March 2018
Renting Your Home? Why Renter’s Insurance is a Must
Submitted by Sims Investment Management, LLC on March 22nd, 2018A tight housing market is leading many young adults to postpone purchasing a home, choosing instead to go the rental route. Many simply don’t want to be encumbered with a mortgage and all of the responsibilities that go with home ownership.
Do Spouses Need the Same Amount of Life Insurance?
Submitted by Sims Investment Management, LLC on March 15th, 2018Pat and Kelly, new parents, made a couple monthly budget adjustments upon the arrival of their first child. First, due to the added cost of day care and dependent health insurance, they decreased the amount they were saving for a house. And second, they agreed to review their life insurance needs.
Why You Want a Retirement Plan in Writing
Submitted by Sims Investment Management, LLC on March 8th, 2018Business Owners’ Personal and Family Security Risks
Submitted by Sims Investment Management, LLC on March 1st, 2018Accumulating wealth turns out to be a double-edged sword for business owners. It certainly has its privileges, but it also comes with additional risk exposures. In a 2011 Zogby survey, 92 percent of people with a high new worth indicated concerns over the possibility of home invasions, muggings, kidnapping, and even random street crimes.
