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.

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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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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