Simplicity Digital Advisor

18
Mar

The Psychology of Spending: Mindful Money Habits

Understanding the psychology of spending is crucial in today’s consumer-driven society. On the surface, our consumption habits are about fulfilling needs or wants.

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11
Mar

Understanding Sustainable Investing and ESG

Sustainable investing and environmental, social, and governance (ESG) investing enables one to participate as stewards of the planet and its inhabitants by leveraging environmental, social, and governance factors when they invest. The primary goal of the ESG investment is profit, but the impact must benefit beneficiaries for it to be tagged as an ESG investment.

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4
Mar

7 Tips to Help Couples Build a Financial Future Together

Planning for and building a financial future as a couple is crucial to a life together. It reflects good financial management skills and is vital in strengthening the bond of trust and understanding in a relationship.

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26
Feb

How to Get Organized for Tax Season

It’s that time of the year again when taxpayers must organize their finances, prepare their paperwork, and file their annual tax returns. Getting organized for tax season may seem challenging, but with the proper planning and tools, it can be manageable—even easy. This article shares some valuable tips for preparing to navigate tax season appropriately.

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19
Feb

President’s Day- Financial Lessons from Past U.S. Presidents

On a day dedicated to acknowledging the services of our nation’s past presidents, it’s also an opportunity to glean key financial lessons from their experiences and practices retrospectively.

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12
Feb

Financial Wellness: How to Show Your Finances Some Self-Love

In the quest for wellness- physical and mental- it is easy to overlook an equally fundamental aspect of our lives: financial wellness.

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5
Feb

The Economic Impact of Valentine’s Day

Each year, love and commerce converge for the holiday known as Valentine’s Day. Not merely a day of expressing love and affection, Valentine’s Day is now a substantial economic event that impacts various sectors worldwide. In this article, we can delve into the economic impact of Valentine’s Day and the industry that surrounds it.

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29
Jan

Financial Resolutions Check-in: Are You Making Progress?

As we navigate the year, we must pause and reflect on our progress, particularly concerning the New Year’s resolutions and financial resolutions we set at the beginning of the year. A check-in gives us a rush of accomplishment, a clearer understanding of our goals, and a rejuvenated drive to work toward them.

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22
Jan

Comprehensive Ways to Navigate Your Retirement Savings

To navigate your retirement savings can be a challenging process due to the inherent complexities and the multitude of factors that tend to affect the most confident plan.

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15
Jan

Understanding the 2024 Social Security Changes: A Comprehensive Review

As the landscape of our economy shifts and evolves, so do the policies and practices that guide our federal programs.

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