February 16, 2018

I Just Inherited Money! Now What?

Have you ever been the beneficiary of a nice little sum of money or some other inheritance? If so you know deciding what to do with inherited money can be tricky, but it doesn’t have to be. Here are a few ideas on how to spend sthe unexpected cash — HINT: these tips can also be a good way to make use your tax return, if you get one!  
January 24, 2018
when to sell your stocks

The Stock Market is High… Should I Sell My Stocks?

The media is excited to say that the stock market is at an all-time high. This news has us wondering, is it time… “should I sell my stocks?” This is a reasonable question and one I answer almost every day. The Standard & Poor’s 500 index has grown almost 300% percent since hitting bottom in early 2009, and people want to know if it’s time to be a bull or a bear.
January 17, 2018
Communicating with a financial planner

Top 3 Questions to Ask Before You Hire a Financial Advisor

Choosing a financial advisor can seem overwhelming when you first start…especially if you’ve never delved into the financial world yourself. It can be tough knowing what to look for. However, there are some strategies that you can utilize to find the advisor that gels with your needs the most and will help you reach your ultimate goal. Making use of these three questions will undoubtedly land you with the advisor that can help you trek down the path you desire.
January 1, 2018
Financial New Years Resolutions

18 Financial New Year’s Resolutions for 2018

We all do it at the beginning of every year; make resolutions with the intention of keeping them. And while you have kissed 2017 goodbye, it doesn’t mean you’re ready to tackle 2018, especially when it comes to your finances. So we here at Financially Simple decided to help you become happy, healthy and wealthy (to some degree) with 18 tips to help you clearly define and keep your financial New Years resolutions for 2018.
October 29, 2017
The Wealthiest Generation

Millennials: The Wealthiest Generation Yet?

Millennials typically get a bad rap. Ask any baby boomer and you will likely hear how this generation is lazy with no vision. I actually had that very conversation recently with a client that is in his late 70s and very much a traditionalist. While some millennials may fit that bill, I’m finding quite the opposite to be true. The millennials I work with are actually very driven. They’re asking all the right questions to garner as much knowledge as they can about financial issues in a way their parents just never did.
October 27, 2017

Mortgage Debt: Pay It Off or Invest? Which Should I Do?

The thought of being debt free sounds like a dream come true for most of us. Many folks are wrapped up in credit card debt, car payments, mortgage payments, etc. However, there’s one debt freeing yourself from could do more harm than good, from a mathematical standpoint. That is your mortgage debt. Honestly, it’s often not a good idea to pay it off or even pay extra on it before age 50.