Simplicity Digital Annuity
December Deadlines That Matter: Universal Year-End Financial Tasks
As the year draws to a close, individuals need to prioritize their year-end financial tasks. These tasks help individuals work toward financial health, prepare for the upcoming year, and meet critical deadlines that can have significant implications for their tax liabilities and financial independence. Below, we’ll delve into the essential year-end financial tasks that everyone should be aware of. 1.
Ethical Investing in Retirement: Aligning Values with Financial Goals
Retirement often brings with it an opportunity to reassess not only one’s lifestyle choices, but also one’s financial strategies. At the heart of these decisions is the concept of ethical investing.
How The “Big Beautiful Bill” Affects Long-Term Financial Planning
The recent tax legislation, known as the ‘Big Beautiful Bill,’ introduces a number of changes that may affect various aspects of personal finance. This reform impacts various aspects of personal finance, from income tax rates and brackets to modifications in deductions and exemptions. Here’s what investors need to know about the “Big Beautiful Bill,” which is now law. Changes in
