February 7, 2018
what should be in a good business plan

A Financially Simple Guide to What Should Be in a Good Business Plan

For many, the process of creating a business plan seems daunting, but that doesn’t have to be the case. We’ve done the research for you. We’ve searched the statistics, journals, and reports within the Small Business Administration‘s website to give you the outline for what should be in a good business plan. Use this business plan as you create your company, restructure your company, or do a yearly review within your company to increase revenue and company cohesiveness. 
February 5, 2018

Top 5 Must-Read Finance Books

Building wealth isn’t rocket science, but it does take some extra effort to understand the dos and don’ts that will get you where you want to be. If you’re looking for a good place to start that edification process, then look no further than these five finance books.
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 20, 2017
what is a Tax Triangle

What is a Tax Triangle and Why Does it Matter

The Tax Triangle – a concept I utilize with our clients that we work with for years and years and years. It is a concept I use to illustrate where to position our money today so that we end up with the most favorable income coming to us in retirement… for tax purposes. But what is a Tax Triangle?
October 13, 2017

7 Steps to Creating a Business Budget

I am going to say a dirty word in this post. I can’t help it. It has to be done. However, the way I’m going to use it could revolutionize the financial returns of your small business. It starts with the letter B and could rock your world in ways you’ve never thought of! You actually may already be slightly accustomed to the word in your personal life… Budget!
October 9, 2017
credit card myths

Credit Card Myths: What is the Truth?

If you are like most Americans, you probably have three to four credit cards you can pull out of your wallet at any time. Credit has become a way of life. The convenience is like no other, and with the ever-increasing threat of identity theft, the fraud protection they offer is typically unbeatable. The reward programs aren’t too shabby either.