Simplicity Digital Advisor

2
Dec

Donations and Tax Savings: Your End of Year Giving Strategy

The end of the year is a perfect time to give back to others and your community. Whether you’re an individual or a business owner, charitable donations benefit the recipient and provide tax advantages to the donor. Tax deductibility often incentivizes individuals and corporations to give more vigorously to philanthropy, which is essential. Here are some reasons why end-of-year giving

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25
Nov

An End-of-Year Financial Checklist

As the end of the year approaches, it’s time to start thinking about what comes next for you in the New Year. Reviewing your financial situation can help you evaluate your financial health and set the stage for wealth growth in the coming year. Here is an end-of-year financial checklist to work through as you pursue being on top of

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18
Nov

5 Ways to Create a Steady Retirement Income Stream

Creating a steady retirement income stream is vital for independence and a fulfilling post-work life. While several retirement income strategies exist, not all provide the confidence necessary for this stage of life. This article outlines five well-known retirement income streams that may provide retirees with a consistent source of income from early retirement throughout their lives.