Financially Simple™

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

July 2, 2018

CFP® Justin Goodbread Earns Certified Value Growth Advisor Certification

At Financially Simple, we strive to ensure you walk a financially simple path and one of the ways we do that is through earning certifications. We are proud to announce that another badge of honor has been bestowed upon Justin Goodbread. He has now added the title of Certified Value Growth Advisor™ (CVGA™) to his list of CERTIFIED FINANCIAL PLANNER™ and a Certified Exit Planning Advisor™, as well.
June 29, 2018
sell your business to employees using an ESOP

Should You Sell Your Business to Employees? – Pros and Cons of ESOPs

When it comes to transitioning yourself out of your company, one method is to sell your business to employees. A method of doing this is by setting up an ESOP, or an Employee Stock Ownership Plan. Although the implementation can get complicated, ESOPs can offer sellers and employees many benefits over other stock buyouts. Let’s discuss the pros and cons of this particular way to sell your company.
June 28, 2018
use a financial advisor not google

Google is not a Financial Advisor… Work with a Professional!

Have you ever thought about installing an inground swimming pool in your backyard? Or have you ever considered restoring a turn-of-the-century home? Chances are if you were thinking about doing one of these projects, you’d call a professional to help you complete the task. Why then do we think we can make major financial decisions that could have severe implications without ever talking to a financial advisor? Yet, all too often I see these mistakes happen, and many times people ask for help after the fact, and sometimes the damage is done. That’s why a recent phone call led me to think about this very subject. 
June 26, 2018
Tax Tip Tuesday Financial Blog Post

The 2018 Tax Extension Deadline Looms. Did You Remember Everything?

If you needed more time to file your tax return, keep in mind that your extended deadline will be here soon. For most taxpayers, the 2018 Tax Extension deadline is Monday, October 15th. Here is some “last minute” information to remember if you have filed for a tax extension: