Simplicity Digital Advisor

Since the beginning of 2021, signs of the U.S. economy recovering have started to appear. Americans are actively spending in specific sectors and some industries are faring well—while others are lagging. This contradiction illustrates a mismatched economic recovery:

Financial wellness means creating a healthy economic life for yourself and feeling good about your financial situation. It is also an essential part of taking care of yourself and those around you.

Charitable giving through the passing assets today and after your death is a process that requires correct planning and execution. Legacy planning should always be a team effort involving an attorney, tax specialist, and financial professional.