Resources

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Simply Money Advisors wants to ensure you're able to live the way you want today, while setting yourself up for a secure and sustainable lifestyle tomorrow. Financial information, news and financial planning can be confusing. That's why we offer free guides to help empower and educate you. Think of us as your personal financial advocates always here to help.

Credit freeze links

One of the best ways you can help protect your personal information and identity is to place a "freeze" on your credit with each of the three major credit bureaus. Doing this essentially “locks down” your credit file so a potential hacker cannot open up any new accounts with your information.

For links to the credit bureaus' websites, and to learn how much freezing your credit will cost you, click here.

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How to prepare for retirement

Planning a financial future doesn't start at its end.  Planning for your retirement, whether it's next month or 20 years from now is important to your long-term financial self.  Simply Money Advisors wants to insure you're able to live the way you want today, while setting yourself up for a secure and sustainable lifestyle tomorrow in retirement.  Download the Simply Money Advisors guide on "How to Prepare for Retirement" by CLICKING HERE.

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Why work with a CERTIFIED FINANCIAL PLANNER™?

You probably think all financial planners are "certified."  Well that's just not true because most anyone can call themselves a "financial planner."  But, a CERTIFIED FINANCIAL PLANNER™ has studied, passed a comprehensive certification exam and has had years of experience working clients (just like you) before they are able to call themselves a CERTIFIED FINANCIAL PLANNER™.  CFP® professionals are also held to strict ethical standards making sure your best interests are served first.  What makes Simply Money Advisors different is we'll surround you with a team of financial planners.  Download "Why you should work with a CERTIFIED FINANCIAL PLANNER™" by CLICKING HERE.

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Get the Most Out of Your Social Security Benefit

The sky is falling! The sky is falling! It seems as though everyone who talks about Social Security is a “chicken little.” All the information you hear is nothing but doom and gloom. Some information may be accurate, but it’s hard to tell what’s real and what’s blown out of proportion (or as it’s called today, “fake news”). So is Social Security here to stay? And how can you get the most out of your future benefit? Download the Simply Money Advisors guide: Get the Most Out of Your Future Social Security Benefit by Clicking Here.

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Why Wait Until 70 to Collect Social Security

Whether your retirement goals consist of spending sunny days on the golf course or cuddling up by the fire with one of your favorite books, you’ve paid your dues. You want to cash in on your Social Security as soon as possible. Everyone has a different financial situation, however; there are a few things you may want to consider before claiming your Social Security benefits early. While it might sound good in theory, there are certain factors to consider. Download the Simply Money Advisors guide: Why Wait Until 70 to Collect Social Security by Clicking Here.

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Financial Planning for Women

You have overwhelming responsibilities from maintaining a household to excelling in your career. While juggling hundreds of different priorities, you may have put off financial education. And our society hasn’t helped, rather it encourages you to shy away from financial confidence and stability. But there are countless resources for you to enrich your life and expand your knowledge. At Simply Money Advisors, we believe women should feel empowered to reach their financial goals.  Download the Simply Money Advisors guide on Financial Planning for Women by CLICKING HERE

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How to Lower Your Tax Bill Now & in Retirement

Tax, tax, go away, come again some other day. If you’re like most Americans you dread dealing with your taxes. Tax strategies can be confusing and cumbersome. It seems as though you need a secret code in order to figure out the most suitable tax strategy for you and your family. No matter what time of year it is, it’s never too early to begin planning your tax strategies for now and in retirement. The more informed you are about taxes, the better you can navigate your financial future. Download the Simply Money Advisors guide on "How to Lower Your Tax Bill Now & in Retirement" by CLICKING HERE.

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The Estate & Medicaid Handbook

As heard on Simply Money, Mark Reckman is an estate planning attorney with the Cincinnati law firm of Wood & Lamping. This Estate & Medicaid Handbook helps you navigate the world of powers of attorney, living wills, trusts, probate, and long-term care. It also gives you guidance on how to finance nursing home care, how to plan for the care of a disabled loved one, and more.

Download this guide from Wood & Lamping by Clicking Here.

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The Simply Money Point.

Simply Money Advisors is your trusted financial planning partner helping to protect your money and make it grow.  Contact us for your personalized financial plan.

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