Simplicity Digital Advisor

7
Aug

10 Actions That Help You Pursue Financial Wellness

Establishing financial wellness is a personal, ever-changing state of being that enables one to exercise choice while feeling in control of finances.

The individual determines financial wellness, which often includes working toward financial goals by completing specific actions. Some actions are time-sensitive, but others can occur anytime throughout the year. Here are ten actions that may help keep your finances on track as you pursue financial wellness:

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3
Aug

When Can You Collect Social Security?

Knowing the situations and critical ages of when to start Social Security benefits is essential. The age when you start to collect social security benefits impacts the amount you receive.

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24
Jul

Why Wealth Management Is Important for Women

Today, women control a third of household assets one major reason why wealth management is important. But by 2030, U.S. women are expected to control much of the assets that the baby boomer generation will pass to heirs; roughly 30 trillion in assets.

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