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Investing

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.

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  • Investing
  • Retirement
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Value of a Fee-Based Advisor

Submitted by Sims Investment Management, LLC on September 19th, 2019
 

Does fee-based advising make sense? At the end of the day, I believe it boils down to philosophy.

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Finding the Right Financial Advisor

Submitted by Sims Investment Management, LLC on September 5th, 2019

If you’re ready to start saving towards your financial goals, you may want to consider hiring a financial advisor to guide you through the maze. While robo-advisors are also available to help you with your savings goals, they are best suited for those just starting out or for those with limited funds to invest.

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Cash Balance Plans

Submitted by Sims Investment Management, LLC on August 29th, 2019
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  • Investing
  • Retirement

Finding the Right Financial Advisor

Submitted by Sims Investment Management, LLC on August 22nd, 2019

If you’re ready to start saving towards your financial goals, you may want to consider hiring a financial advisor to guide you through the maze. While robo-advisors are also available to help you with your savings goals, they are best suited for those just starting out or for those with limited funds to invest.

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  • Investing
  • Retirement
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A Retirement Fact Sheet

Submitted by Sims Investment Management, LLC on August 15th, 2019
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  • Investing
  • Retirement

Video: 3 Money Management Principles for Children

Submitted by Sims Investment Management, LLC on August 1st, 2019
 

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties.

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  • Children
  • Investing
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Avoiding Bad Financial Decisions

Submitted by Sims Investment Management, LLC on July 18th, 2019

Managing finances properly is mainly common sense. While we’ve all made financial mistakes, most of those mistakes are easily rectified, particularly when promptly corrected. However, there are some financial decisions that can be much harder to recover from. Here are just a few of them:

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Trends in Charitable Giving

Submitted by Sims Investment Management, LLC on June 27th, 2019
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  • Charity
  • Investing

Suggestions for Long-Term Financial Health

Submitted by Sims Investment Management, LLC on June 6th, 2019

Sometimes simple is best. Many of us tend to complicate our financial situation; overthinking our options while ignoring the basics.

But like anything else, the simplest rules are often the most important ones; and the ones most likely to be ignored. How many of these rules do you follow?

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