January 2020 | Sims Investment Management, LLC

How can a Financial Advisor Can Assist me with Lowering Tax Liability?

Submitted by Sims Investment Management, LLC on January 30th, 2020

Earning an income comes with taxes, and your investment incomes are no different. As your portfolio grows into retirement, it’s important to consider the difference between retirement pre-tax income and retirement after-tax income. A savvy advisor will consider your future tax liabilities to be an integral part of your overall retirement strategy.

Establishing Good Credit in College

Submitted by Sims Investment Management, LLC on January 23rd, 2020

Life Insurance Options

Submitted by Sims Investment Management, LLC on January 16th, 2020

When John recently lost his wife Betty to cancer, their children were surprised to find out that neither John nor Betty had life insurance. As a result, the children ended up paying the cost of the funeral, and John, currently on a fixed income, is left contemplating whether he can afford to stay in the home they had lived in for over 25 years.

Understanding the Alternate Valuation Date

Submitted by Sims Investment Management, LLC on January 9th, 2020

Paying off Student Loans

Submitted by Sims Investment Management, LLC on January 2nd, 2020

In 2018, student loan debt in the U.S. reached $1.5 trillion. With a continued increase in college tuition, it's likely that even more young adults will be turning to loans in order to finance their education.

513-278-7467 sim@simsinvestment.com

You are here

How can a Financial Advisor Can Assist me with Lowering Tax Liability?

Establishing Good Credit in College

Life Insurance Options

Understanding the Alternate Valuation Date

Paying off Student Loans