Financially Simple™

Helping thousands of business owners and individuals destroy the complexity of money. Using easy-to-understand language and examples, we educate from simple concepts to complex financial strategies, all with the goal of making your business and personal life... financially simple.

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June 14, 2018
using retirement funds to buy real estate

Thinking About Using Retirement Funds to Buy Real Estate? Think About This First!

When looking for investment strategies to help you pad your retirement, one of the hottest options out there right now is real estate. Pundit after pundit is screaming, “Buy real estate! Buy real estate!” And while I don’t necessarily disagree with this concept, I do have a few suggestions to make when it comes to plunking money down on any real estate investments. 
June 13, 2018
What to do with the money after the sale of your business

SOLD! Now, What to Do with The Money After the Sale of Your Business? – Post #37

CONGRATULATIONS, friend! You just sold your business!!! You’ve realized success! Assuming that the statistics from the Exit Planning Institute are true, and 80% of businesses below 50 million dollars in revenue never sell, then you’ve just joined an elite minority of business owners. Way to go! You’ve just done something that few people have ever done. But what do you do now? If you’ve just received a financial windfall, what do you do with the money after the sale of your business?
June 12, 2018
Tax Tip Tuesday Financial Blog Post

The Tax Implications of Renting Out a Vacation Home

With popular sites like Airbnb, HomeAway, and VRBO renting out your property is becoming more and more popular, especially heading into summertime. However, you need to be aware of the tax implications of renting out vacation home.
June 8, 2018
investopedia top 100 winner Goodbread

Justin Goodbread Named Investopedia Top 100 Advisor of 2018

For the past couple of years, our fearless leader Justin Goodbread, CFP® has been hard at work to destroy the complexities of the financial world. Justin’s passion is to help take the complex subject of finances and make it simple. His motto is “Life is complicated, but money doesn’t have to be.” That’s why we here at Financially Simple are so proud to announce Justin’s distinguished honor of being named an Investopedia Top 100 advisor.

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  • using retirement funds to buy real estate
    Thinking About Using Retirement Funds to Buy Real Estate? Think About This First!
    When looking for investment strategies to help you pad your retirement, one of the hottest options out there right now is real estate. Pundit after pundit is screaming, “Buy real estate! Buy real estate!” And while I don’t necessarily disagree with this concept, I do have a few suggestions to make when it comes to plunking money down on any real estate investments.