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Retirement

How Much Do You Really Know About Extended Care?

Submitted by Sims Investment Management, LLC on January 7th, 2021
Tags:
  • Long-term Care
  • Medicaid
  • Medicare
  • Retirement

Should You Retire at the Same Time As Your Spouse?

Submitted by Sims Investment Management, LLC on December 17th, 2020

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time.

Tags:
  • Retirement
  • Social Security
  • wealth
  • Read more

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Submitted by Sims Investment Management, LLC on December 10th, 2020

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new employer. In some cases, that employer will also offer matching contribution funds up to a certain percentage.

Tags:
  • Investing
  • Retirement
  • Tax
  • wealth
  • Read more

Why Medicare Should Be Part of Your Retirement Planning

Submitted by Sims Investment Management, LLC on November 19th, 2020
Tags:
  • Medicare
  • Retirement
  • wealth

The Importance of Proper Planning for a Physically Ill Spouse or Loved One

Submitted by Sims Investment Management, LLC on November 5th, 2020

Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these will not work with every situation, and chatting with a professional financial planner is one place to start.

Cash Flow

Tags:
  • Estate Planning
  • Long Term Care
  • Retirement
  • wealth
  • Wills
  • Read more

The Value of Investing with a Financial Professional Instead of a Do-It-Yourself Approach

Submitted by Sims Investment Management, LLC on October 29th, 2020

Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional - read on to find out whether it’s worth it to go with the pros.

Active vs. Passive

Tags:
  • Investing
  • Planning
  • Retirement
  • Stock Market
  • Read more

Conquering Retirement Challenges for Women

Submitted by Sims Investment Management, LLC on October 1st, 2020
Tags:
  • Investing
  • Retirement
  • Women

Why Roth IRA Conversions May Now Be Advantageous

Submitted by Sims Investment Management, LLC on September 24th, 2020
Tags:
  • Investing
  • Retirement
  • Roth IRA

Retiring as a Small Business Owner

Submitted by Sims Investment Management, LLC on September 17th, 2020

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over their schedules, career goals and finances. It can be incredibly rewarding to start and own a successful small business. But one thing that many small business owners may not think about is a retirement plan. 

Tags:
  • Retirement
  • Small Business
  • Stock Market
  • wealth
  • Read more

How Much Do You Really Know About Extended Care?

Submitted by Sims Investment Management, LLC on September 10th, 2020
Tags:
  • Investing
  • Medicare
  • Retirement
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  •   2101 Grandin Road, Suite A, Cincinnati, Ohio 45208
  •   513-278-7467
  • sim@simsinvestment.com

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