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  1. Home
  2. Archived Blog
  3. October 2019

October 2019

What Are Your Planned Giving Options?

Submitted by Sims Investment Management, LLC on October 31st, 2019

Most nonprofit organizations today offer a variety of planned giving options that supporters can take advantage of. If you’re committed to supporting an organization into perpetuity, planned giving provides you with the option to do so.

Tags:
  • Gifting
  • Investing
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Why Financial Literacy is Important

Submitted by Sims Investment Management, LLC on October 24th, 2019

Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions, budget your money properly, adequately save for college, and be financially prepared for retirement. While it may sound daunting, financial literacy starts with a budget.

Tags:
  • Education
  • Investing
  • Retirement
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How to Create a Financial Plan

Submitted by Sims Investment Management, LLC on October 3rd, 2019

Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to creating a plan is much easier than you may think.

Tags:
  • Investing
  • Retirement
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  •   2101 Grandin Road, Suite A, Cincinnati, Ohio 45208
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  • sim@simsinvestment.com

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