What is the phone number for Simply Sophisticated Wealth Planning, LLC in Chicago IL?

You can reach them at: 773-867-3660. It’s best to call Simply Sophisticated Wealth Planning, LLC during business hours.

What are Simply Sophisticated Wealth Planning, LLC(Chicago, IL) store hours?

Simply Sophisticated Wealth Planning, LLC store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.

Simply Sophisticated Wealth Planning, LLC on west higgins road, Chicago, IL

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Consider a bucket plan to go with your bucket list. S2WEALTH.COM A Bucket Plan to Go with Your Bucket List

The FAFSA is available each year on Oct. 1 for the following school year. This article does a nice job of outlining what you need to know in order to prepare for the 21-22 school year. FORBES.COM The FAFSA Opens Today For 2021-22. Here's What You Need To Know

Are you feeling torn between saving for your children’s future and your own? You don’t have to pick between them; I’m here to help you manage and plan for both. https://bit.ly/2G3aNID

Luck and overconfidence are two ingredients for a recipe for disaster. Do it yourself projects are great when it's refinishing a table or planting a garden. Your financial life is too important to try to manage on your own if you're missing the knowledge and expertise to make the right decisions. Call us.

Are you enrolled in your employer’s retirement plan? If not, you might want to consider getting involved. Read about some of the benefits that come with having a workplace retirement plan. https://bit.ly/2RUqHrt

The first hurdle many people face when deciding about Medicare coverage is simply understanding how the various parts fit together. MARKETWATCH.COM What are Medicare Advantage plans, and are they worth the risk?

The end of the year is approaching and a new one will soon begin, so this is the right time to think about what you have done in 2020 and what you could do in 2021.

Taking inventory on what you owe and what you own can show how much progress you've made on your journey. If you want to know where you are, calculate your net worth. #Letsmakeaplan to increase your #networth and progress towards your #financialindependence. ************** Simplicity is the Ultimate Sophistication. ************** #FridayFinance #FinancialEducation #Enjoythetrip

Aging in place is widely popular, however some overlook that stay-in-home costs could increase because you may need more care as you age. Here are 6 things to consider: MARKETWATCH.COM The problems with ‘aging in place’

In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases. S2WEALTH.COM Monthly Market Insights | October 2020

Winning hides a lot of mistakes. Anybody can look like a genius when everything in the market rises. Nobody questions volatility when the market goes up. When plans start to fall apart is when it may be too late to update your investment strategy. Ask us about our new line of swimsuits. #WarrenBuffett #WednesdayWit #S2Wealth #WhatsYourInvestmentStrategy

Insurance companies calculate the likelihood of a claim and price out coverage accordingly. Paying a premium (a glass of water) provides multiple times of what is available in the policy (the bucket) in the event funding is needed for a future chronic health condition, injury, or cognitive impairment. ************************ What have you set aside to pay the costs of a future caregiving need? "Simplicity is the Ultimate Sophistication" #LTCAwarenessMonth #S2Wealth #Whatsinyourbucket

If the scariest thing your kids could do on Halloween is keep repeating the same old jokes they’ve been telling for months, show them this list. TODAY.COM MWA-HA-HA! Here are 75 of the best Halloween jokes for kids

If you own a business, you can use life insurance to fund strategies to meet goals for yourself, your key employees, and your business as a whole. https://bit.ly/30LokvM

Life insurance is often far cheaper than what you’d expect, and is something you can’t get once you need it. Let’s talk about incorporating life insurance into your financial strategy today.

No one can take away from you what you've invested in your education, knowledge, and experience. Always keep curious and continue to feed your brain. Your future self will thank you. ******************** #TheMoreYouKnow #FinancialLiteracy #WarrenBuffett #WednesdayWit #S2Wealth

Two factors make this year an opportune time to consider succession and wealth planning: KIPLINGER.COM Now’s the Time for Estate Tax Planning | Kiplinger

Regardless of how much or little you have saved, the goal of your estate plan should ensure that what you have accumulated is shared with those that you love.

Don’t assume that anything you acquire during your marriage, either together or individually, is accounted for in your spouse’s estate plan.

No matter your age, you still need a will to document any beneficiaries or last wishes. Contact me today to learn what small steps you can start to plan for, now.

Whether you established your will 3 years or 30 years ago, you should regularly revisit your plan with either an estate or financial professional to ensure you have accounted for every detail.

These are stunning! Close-up Photographer of the Year is an annual reminder to us all to slow down and make long-lasting connections with the world around us. FORBES.COM Close-Up Photographer Of The Year: 20 Stunning Winning Images

Amazing how common-sense legislation can come about when lawmakers from both sides of the aisle come together to recommend new bills that can benefit Americans. Lots of good ideas in this bill. CNBC.COM New retirement bill has perks for seniors, student loan borrowers

Through World War II, the Cold War, the dot com bubble, September 11th, and the 2008 recession, the spirit of America has led the world in recoveries. America is resilient and can overcome just about any adversity.

With such a large amount of wealth transferring to the next generation, consider having a conversation with those who might be receiving your inheritance to ensure they’re prepared for the responsibility that comes with wealth management. https://bit.ly/2IMmeWf

If you’re planning on passing on wealth to your family, make sure you still have wealth to give by taking the right steps ahead of time. https://cnb.cx/3jnAwJu

Communication is key in helping wealth transfer successfully across generations. These tips can help you have a more effective conversation with your kids about your estate. https://bit.ly/3meqUmh

Holidays in the time of the coronavirus come with many questions and awkward conversations attached. Here are some helpful tips for navigating holiday gatherings this year: TODAY.COM How to navigate holiday family gatherings in the age of COVID-19

This chart shows how the S&P 500 performed in the days following U.S. presidential elections since 2000

Bargain prices on quality companies are often found when investors panic. When investors get greedy and run up asset prices, maybe that's when you might want to step away. #WarrensWit #S2Wealth #simplicityistheultimatesophistication #WarrenBuffett

Recapping the key economic issues facing the candidates in Tuesday's election. #Vote #S2Weatlh #WhatsNext S2WEALTH.COM Election 2020: Economic Issues in the Crosshairs

The biggest thieves of account value are taxes and fees. Keeping an eye on fees and tax-advantaged investing strategies can help plug some of the holes and keep your bucket filled for a longer period. **************** #SimplicityistheUltimateSophistication #S2Wealth #StoptheLeaks

With the holidays coming, here are a couple of ideas to help your older adult stay connected and engaged with life and family. GOODTHINKINC.COM FORBES: 4 Ingenious Technologies to Help Aging Adults Stay Connected + Engaged

Make sure you are comfortable with how fast you are going and that your vehicle (investments) is tuned up to match how fast you are comfortable driving. If you are unsure of your vehicle's speed rating, visit https://bit.ly/35p3epH ***************** #WhatsYourNumber #S2Wealth

What concerns or goals do you have for your business? Use this assessment to help you uncover your needs as a business owner. Then, work with me to develop strategies to reach your goals. CDN1-ORIGINALS.WEBDAMDB.COM cdn1-originals.webdamdb.com

In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases. S2WEALTH.COM Monthly Market Insights | November 2020

In a world where instant gratification has become expected, it has become more difficult to be patient and wait for a future we envision. When you plan for the future, good things can happen. #WarrenBuffett #SimplySophisticated #WendesdayWit

Despite current uncertainty, today’s historically low interest rates provide some relief by offering a tremendous opportunity to tap into the estate protection benefits of life insurance using a private premium financing strategy. CDN1-ORIGINALS.WEBDAMDB.COM cdn1-originals.webdamdb.com

As a business owner, carrying insurance coverage for your key employees can help meet a variety of needs; their need for specific work benefits from you and your business need to retain their experience or skills. CDN1-ORIGINALS.WEBDAMDB.COM cdn1-originals.webdamdb.com

How money is invested is important in determining your future financial security. Investment strategy should complement the rest of a plan's other areas. If your advisor leads with investment management without doing a complete analysis of your situation, ask why not? Wouldn't it make sense to ensure all the pieces around investment are in the right place as well? Simplicity is the Ultimate Sophistication. *********** #FridayFunFinancialMetaphor #S2Wealth #SimplySophisticated

There's a country song by Rodney Atkins with the lyrics "If you're going through hell, keep on going, don't slow down." Last month I ran my first marathon, virtually. As I look back on the experience, I reflect on how sometimes the best-laid plans might not work out as we'd like, but we must do what we can to push on through. #Marathon #Family S2WEALTH.COM It's a Marathon, not a Sprint.

Here are the latest CDC guidelines on holiday gatherings MARKETWATCH.COM Is it safe to have Thanksgiving with family? Here are the latest CDC guidelines on holiday gatherings

Life shouldn't be so hard. If you're looking for ways to de-complicate your financial life, let us help you. Our multi-disciplinary process takes a global view of your situation so we can show you elegantly simple solutions that you may not see. *************** #S2Wealth

President-elect Biden could shake up tax rates and affect specific sectors. Here’s an at-a-glance view of how his administration could change things. COLUMBIATHREADNEEDLEUS.COM Election 2020: How a Biden win could change the investment environment

Planning early for caregiving needs can help both you and your family members avoid job issues in the future. Learn more about caregiving while working to help ensure a positive caregiver life balance. https://bit.ly/3kQRXTJ

Caregiving can be a tough topic to discuss, but it’s a conversation families need to have before the need arises. https://bit.ly/36P3AWc

With Thanksgiving upon us, a quote from Warren regarding gifts seems appropriate. With 2020 being a memorable year for many of the wrong reasons, take some time to talk to those you care about most and appreciate the simple gifts they bring into your life. #WarrensWit #S2Wealth

Future caregivers’ expectations are far from reality. Make sure you have a plan to maintain financial security so you can be there to support your loved ones when they need it. https://bit.ly/3lP8GrT

We give thanks for our clients, business partners and community, which we value so greatly. Wishing you a happy and healthy Thanksgiving.

It can be intimidating and overwhelming to consider retirement planning if you don't understand the basic financial concepts. Take our assessment on financial literacy at https://bit.ly/3355KQw and let's set a plan to improve your score so you can move forward with confidence. ********* Simplicity is the ultimate sophistication. #FinancialLiteracy #MakeAPlan #KeepitSimple #S2Wealth

Look for opportunities and when they come, seize them. You never know when good favor will shine on you again. #WednesdayWitFromWarren #SimplySophisticated #S2Wealth "Simplicity is the ultimate sophistication."

6 phrases you won't hear successful people say FORBES.COM 6 Phrases You Won’t Hear Successful People Say

How to shop smart in a new world of changing consumer habits MARKETWATCH.COM How to shop smart in a new world of changing consumer habits

Originally coined by the police to describe the catastrophic traffic congestion associated with the holiday shopping season, Black Friday has routinely been the busiest shopping day of the year since the early 2000s.

Create a game plan and stick with it. Knowing that markets can be volatile can help in setting expectations and eliminating hindsight bias. Schedule an appointment with me today so we can discuss how your financial plan is made to last beyond short-term market volatility.

Whether you want a retention and reward program, protection from losing key employees or a succession plan, incorporating life insurance into your strategy can help your business accomplish a variety of objectives. https://bit.ly/38ks3VI

"Money clutter"--multiple accounts at multiple banks and different firms--can make it easier to be a target for financial abuse. Consolidating assets at one or two reputable firms make financial management simpler and safer. Combining accounts with one advisor can also ease the process of settling a future estate after death. Harvard Professor David Laibson says he wishes all 65-year-olds would start by simplifying their financial lives, reducing the money clutter to just a few mutual funds at a reputable institution. #Eldercare #FinancialPlanning #S2Wealth NYTIMES.COM As Cognition Slips, Financial Skills Are Often the First to Go (Published 2015)

Don't overthink it. The longer you have to invest, the greater the impact of compound growth will have on your wealth later in life. Build an emergency fund first, then start investing in what you know. #SimplySophisticated FINDEPENDENCEHUB.COM 6 tips for building Wealth in your 30s - Financial Independence Hub

"It's not just what you know but how you feel about what you know." The more knowledgeable you and your parents are about money matters, the greater the chance of being confident about financial literacy. NEXTAVENUE.ORG Connecting Financial Literacy to Cognitive Health and Alzheimer's

A motivational chuckle. There's truth to this quote though. Sometimes following what others have done to be successful is a recipe for your own success. #Smile #S2Wealth

Spending time with family during the holiday has meant facing a potential future caregiving need for an aging loved one. Here's a great way to start a future family caregiving plan before it becomes a crisis. You'll be glad you did. #Caregiving HARTFORDFUNDS.COM How to Create a Family Caregiving Plan

Politics and Finances have been taboo talking topics for generations at social gatherings. Recently, that unwritten rule has been broken. Here's how and why to start the conversation with your family before a crisis hits. #Caregiving #FinancialPlanning S2WEALTH.COM Holding a Family Meeting

If you can't be with your family this holiday season, you can still celebrate virtually! NEXTAVENUE.ORG How to Have a Holiday Gift Exchange From a Distance

Charitable giving does more than just benefit the organization; using life insurance with your donations can provide tax savings and other potential benefits. https://bit.ly/3g9PeE9

Watch: Google has released its annual “Year In Search” video for 2020. YOUTUBE.COM Google — Year in Search 2020

A good burger has many layers of flavors and textures to stimulate different parts of your mouth. An investment account should also have varied "flavors" as well. What's your favorite burger? I'm a big fan of @RepsPlace and @BulldogAleHouse #FoodforThought #SimplySophisticated

As we head into 2021 and you consider your New Year's Resolutions, Warren wants you to know that every time you say "No", you open up future possibilities of saying "Yes" to something you value more or that can make you more successful. Use your "Yes" replies very carefully. "Simplicity is the Ultimate Sophistication" ************************************* #S2Wealth #Timeislimited

Humbled to be spotlighted by @PeerlessPractice for doing what I'm passionate about. When I'm introduced to families caring for a loved one who needs care support, and it's clear they need financial guidance, how could I not help them plan? PEERLESSPRACTICE.COM Financial Advisor Spotlight - Keith Piscitello — Peerless Practice

Companies that were unfavorable without the prospect of a successful vaccine have become attractive again. COLUMBIATHREADNEEDLEUS.COM Vaccines, lockdowns and equities

When speaking about "Balance" in financial terms, we refer to the difference between what a business or individual owes and what they own. Keeping score is the best way to make sure you are making progress towards building wealth. "Simplicity is the ultimate sophistication." ********** #S2Wealth #Rockstar #ElegantlySimple

Happy holidays? Maybe not for some retailers. Here are projected “winners” and “losers” in the retail space this season COLUMBIATHREADNEEDLEUS.COM Will COVID-19 ruin the holidays for retailers this year?

As this selection of incidents, events and figures shows, with the world beginning to look back on the year 2020, we can all toast to a better 2021 as it draws to a close. HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com

Life is too short to waste time doing a job just for the money. Find a career that brings you passion and satisfaction and you will be happier for it. ********************* #WarrenBuffett #LifeAdvice #FindaJobYouLove #S2Wealth

Failing to check in with your financial goals and aspirations may be holding you back from success down the road. Now’s the time to start! https://bit.ly/2Kf00NF

Happy Holidays! Everyday to Warren Buffett is like a child with the excitement of Christmas morning anxious to see what gifts may come that day. May you find similar excitement, happiness, and peace in all you do in 2021. #SimplicityistheUltimateSophistication #S2Wealth

During this season, we take time to reflect upon the good things we have, like our partnership with you. We appreciate working with you and wish you a happy holiday season.

Companies that were unfavorable without the prospect of a successful vaccine have become attractive again. COLUMBIATHREADNEEDLEUS.COM Vaccines, lockdowns and equities

As we look back upon the past year, we would like to acknowledge those who have helped us shape our business. Thanks for a great year, and we wish you all the best as you embark on 2021.

"Occam's razor" is a problem-solving principle credited to Franciscan philosopher William of Ockham in the early 14th century that says of two explanations that account for all the facts, the simpler one is more likely to be correct. Simpler is easier to understand and requires fewer moving parts. Removing complexity from financial decision making is what we do at S2 Wealth. #SimplicityistheUltimateSophistication #WarrenBuffett

New year, new financial goals: If you’re starting off the new decade with a list of resolutions, consider adding some financial to-dos CNBC.COM 10 financial New Year's resolutions to set now and achieve in 2021

Failing to check in with your financial goals and aspirations may be holding you back from success down the road. Now’s the time to start! https://bit.ly/2Kf00NF

During this season, we take time to reflect upon the good things we have, like our partnership with you. We appreciate working with you and wish you a happy holiday season.

The Biden administration is proposing a couple of changes to Social Security claiming strategies for widows and widowers. Stay tuned. Call us with questions. #SocialSecurityPlanning #S2Wealth NEXTAVENUE.ORG Understanding the Social Security Rules for Widows and Widowers

Isn't your financial security important enough to not take on more risk than you should? If you don't have the experience, education, and expertise to keep you from making a costly mistake, you would do well to partner with a professional. #BlameYourself #S2Wealth #WarrenBuffett

Here are some alternatives to resolution-setting that boost our confidence, happiness and productivity: FASTCOMPANY.COM 7 alternatives to setting resolutions for 2021

As we look back upon the past year, we would like to acknowledge those who have helped us shape our business. Thanks for a great year, and we wish you all the best as you embark on 2021.

Short term trends change daily and are impacted by numerous factors. The weight of history shows that over time, the overall market trends for stocks has been positive. Beware of forecasters that claim to "know" what's coming in the short term. #WitofWarren #SimplySophisticated

This chart shows global GDP projections made in January 2020 and January 2021, indexed to the level 2019.

We don't always want to follow the herd, however, sometimes if there's a consensus among various pundits, we start to see themes emerging. If you'd like to discuss how these themes may impact your investment strategy, give us a call. VISUALCAPITALIST.COM 2021 Predictions: The Consensus on What Experts See in the Year Ahead

We want to have the confidence of knowing that our children with special needs will grow up to live their best lives. Planning for a future that protects their lifestyle, while not forfeiting Supplemental Security Income or Medicaid benefits is achievable. Work with a professional to start and fund a #SpecialNeedsTrust. KIDSHEALTH.ORG Financial Planning for Kids With Special Needs (for Parents) - Nemours KidsHealth

With the recent news in DC, I can't help but repost this bit of wit from Warren Buffett. We are a hurting nation on many fronts, but we've overcome adversity in the past and will find a way to move forward. Don't bet against the US. #WitfromWarren #LetHealingBegin

Preparation for unexpected events is key to improving potential outcomes. Here's how to start looking at whether or not your estate plan meets your wishes and goals. #Simplicityistheultimatesophistication #EstatePlanning S2WEALTH.COM Time for a 2021 Fire Drill?

Remember. Celebrate. Act.

The most important thing 50-somethings can do for their retirement savings is to plan. MARKETWATCH.COM Money Milestones: This is how your finances should look in your 50s

Friday Chart of the Day: There have been tremendous costs associated with COVID-19 so far to be sure. Many of the long term costs are difficult to estimate. Tragic in many ways. Still, after a forest fire, new growth emerges and life continues. VISUALCAPITALIST.COM Putting the Cost of COVID-19 in Perspective

Do you have a plan in place for the day you’re no longer able to support your child with special needs? Learn how you can protect with a special needs trust. https://bit.ly/38WsrZj FORBES.COM Making Trusts for Special Needs Children

This chart shows global GDP projections made in January 2020 and January 2021, indexed to the level 2019.

Chart of the week: Diversification means owning investments in different asset classes. It also may mean having investments from different sized companies, different types of bonds, different parts of the world, and different tax statuses. If you want to see how your holdings break down, let's analyze what you have. ADVISOR.VISUALCAPITALIST.COM Which Financial Assets Do Americans Own?

The Paycheck Protection Program (PPP) loan portal to PPP-eligible lenders with $1B or less in assets for First and Second Draw applications on Friday, January 15, 2021. The portal will fully open on Tuesday, January 19, 2021 to all participating PPP lenders to submit First and Second Draw loan applications to SBA. SBA.GOV SBA Re-Opening Paycheck Protection Program to Small Lenders on Friday, January 15 and All Lenders on Tuesday, January 19

Money talks are important, but kids learn even more when they apply those lessons to real-life purchasing decisions. MARKETWATCH.COM The financial lessons of the ’90s aren’t going to cut it for your kids—here’s what they really need to learn about money

If investment decisions were made with the knowledge that your lifetime choices were limited, fewer investment regrets may be made, however, the mistakes that were made would be magnified due to their limited supply. #WarrensWit #SimplySophisticated #SmartChoices

Excited to share the thoughts behind my logo branding. What's your favorite logo in the list? #Startwithheart #S2Wealth AMAPHOENIX.ORG 10 Small Business Logos and The Stories Behind Them - AMA Phoenix

Remember. Celebrate. Act.

#ClimateActionFailure and #InfectiousDiseases top the 2021 list of risk likelihood of and potential impact. @VisualCapitalist has mapped some of the top risks identified at the World Economic Forum. Contact us to stress test your portfolio. #UhOh VISUALCAPITALIST.COM Visualized: A Global Risk Assessment of 2021 And Beyond

"It’s important that our money reflect the history and diversity of our country.” FASTCOMPANY.COM Harriet Tubman will finally replace Andrew Jackson as the face of the $20 bill

Time is one of the greatest assets you have BIT.LY How to calculate a tax holding period for stock investments

Care costs can mess up a senior's financial independence. “When a caregiving crisis comes up, adult children often don’t know what mom and/or dad have done. They want to get a handle around, ‘What do we have; what are our resources?’” Piscitello says. SOCIALWORKTODAY.COM Financial Independence for Older Adults - Social Work Today Magazine

The explosion in price is tied to reduced capacity at the game due to coronavirus restrictions. Still, 22,000 people are expected to attend, 7,500 of which are vaccinated medical personnel who will be receiving free tickets, according to the #NFL.

Since we're still in January, there's still time to take action on these 3 money resolutions for this year. Consider the 3 R's--not reading, 'riting and 'rithmetic, but instead--Rebalance accounts, Roth conversion, Receive dividends. #SimplySophisticated NEXTAVENUE.ORG 3 Smart Money Resolutions for 2021

Whether you're cheering for the Chiefs or Bucs, here's hoping for an exciting game Sunday. #BigGame

Listen to your ears. They may be telling you something! BIT.LY Five Things Your Ears May Be Telling You

With more and more clients asking about the GameStop story and hedge funds, I thought a quick review of what happened was worth sharing. VISUALCAPITALIST.COM The Crazy World of Stonks Explained - Visual Capitalist

#WednesdayWitofWarren Sometimes a temporary setback will negatively affect a company's stock price. Warren Buffett looks for these instances to invest in a company while they're "on sale". He does his homework and understands the fundamentals of the company before he decides to invest. #SimplySophisticated

The earliest you can file your 2020 taxes is February 12. FASTCOMPANY.COM When can I file my taxes? Here’s why the IRS won’t let you right now, even if you wanted to

Today is an appropriate day to repost this blog. With more and more uncertainty on a daily basis, families desire to optimize decision making in their financial planning and investment strategies. That's where we can help. Read on. S2WEALTH.COM The Groundhog Day Approach to Retirement Planning

What have you been putting off for too long? Today is the first day of the rest of your life and a perfect day to start--even if it's just to make a phone call or journal your thoughts. If you need help with motivation to move forward, let us help you.

Many states have unique and specific provisions regarding the taxation of Social Security benefits, which can be broken into a few broad categories. This map breaks it down. MARKETWATCH.COM 37 states don’t tax your Social Security benefits — make that 38 in 2022

Here are nine pandemic changes that might just become part of our future survival guide: NEXTAVENUE.ORG 9 Things We Learned During COVID-19 That Will Endure

Stock investing 101. If investing were required education for high-school graduation, this format would likely be well received by today's gaming teens. Simple animation explains the basis and covers active vs. passive strategies. #SimplySophisticated VISUALCAPITALIST.COM The Basics of Stock Trading: How Do Investors Choose Stocks?

With the recent news of new naiive investors moving into investing through apps like RobinHood, here are 40 terms they (and you) should know and understand before starting. #SimplySophisticated VISUALCAPITALIST.COM Infographic: 40 Stock Market Terms That Every Beginner Should Know

Is 100 the new 80?

Are you the type of person who focuses on the small things and misses the bigger picture? It's true that small things like fees and taxes can have an impact on your investment performance, but don't ignore the bigger part of your financial picture--like life insurance or estate planning that can have a bigger impact on your family's long-term financial security. #WitFromWarren #SimplySophisticated

Don’t just consider what investments you have; where your investments are located, and their potential tax benefits, can help you own the outcome of your retirement. https://bit.ly/3qupp5Z

Some scientists believe the first person to live to age 150 has likely already been born. Looking back over the past 65 years in this animation, you might not be surprised at that hypothesis. What are you doing to plan to mitigate this longevity risk? #HealthAndWealth #SimplySophisticated #Aging VISUALCAPITALIST.COM Animation: The World's Rapid Rise in Life Expectancy, in Just 13 Seconds

Failures in life are inevitable. But, the lessons learned from failure are invaluable. In her autobiography, "The Fun of It", Amelia Earhart suggests "Unless a pilot has actually recovered from a stall, has actually put his plane into a spin and brought it out, he cannot know accurately what those acts entail. He should be familiar enough with abnormal positions of his craft to recover without having to think how." We often look at what could go wrong with clients' plans before an emergency to prepare and mitigate a worst case scenario before the effects are realized. We can share the unintended consequences of a particular strategy and move forward with tactics that should provide a better outcome. What are the parts of your life that you might consider "failing-on-purpose" to ensure you approve of the expected outcome? #FailOnPurpose #LiveYourBestLife #SimplySophisticated

The world needs a little more love. Happy Valentine's Day!

As you begin to receive your 1099s and W-2 forms in the mail over the coming weeks, you may be wondering if you're taking advantage of every tax credit opportunity you're entitled to. Inefficient investment management often creates unnecessary taxes. Let us run an analysis to see the effect of improving your investment tax efficiency. #S2Wealth S2WEALTH.COM How to Make the Tax Code Work for You

The only question now is: How much will gas prices rise as optimism about the pandemic’s end grows? FASTCOMPANY.COM Why are gas prices rising? Here’s the weird but simple reason you’re paying more right now

If you or a loved one is facing a cancer diagnosis, join us via Zoom next Wednesday to discuss some ideas to build your care team and address the most pressing financial planning issues you'll be facing. #CancerPlanning #S2Wealth S2WEALTH.COM Planning to Outsmart Cancer

Investors are relying more and more on the internet to make investment decisions. Surprised to see that in light of increased market volatility, only 25% of Americans surveyed have recently reviewed their investments. #PlanningisMoreThanInvestmentManagement ADVISOR.VISUALCAPITALIST.COM The Top Sources People Use to Make Investment Decisions

Consider these 10 reasons why you should be talking about long-term care. Now is the time to start the conversation that will help you feel more confident about your future. https://visit.lfg.com/MGR-CONV-FLI006

Now is the time to feel more confident about your future. I have solutions that can help you feel more prepared and in control to own the outcome of your financial future. https://bit.ly/3dir8aM

This chart shows the percentage of investors who describe the current stock market in each way. Where do you fall?

While the IRS extended the tax-filing deadline last year, that doesn't appear to be the case for 2021. USATODAY.COM IRS says it won't extend this year's tax-filing deadline

2021 Economic Outlook: Focus on long-term goals. An effective vaccine can outweigh shorter tern hurdles. COLUMBIATHREADNEEDLEUS.COM Vaccines and returning to a more familiar world

With $68T in wealth expected to transfer from baby-boomers to millennials before 2030, do members of the millennial generation have the tools and skills to effectively manage their wealth transfer? Let's have a discussion. #preparenotrepair #S2Wealth VISUALCAPITALIST.COM Charted: The Growing Generational Wealth Gap (1989-2019)

In recognition of National Heart Health month, here are 10 heart health tips for women to know and remember: NEXTAVENUE.ORG 10 Things Every Woman Should Do to Protect Her Heart

Student loans can be crippling, as can getting to retirement without enough money saved for your future. #Millennials MARKETWATCH.COM How to balance paying student debt with saving for retirement

Volatility is up and so is fear. Time to repost Warren's thoughts on fear and greed. ********************** #S2Wealth #WednesdayWitWithWarren #Buffett "Simplicity is the Ultimate Sophistication"

A helpful discussion of the value of working with a financial professional from one of my peers at Lincoln Financial Advisors. It starts with education, but there's more. #WIIFM (What's in it for me?) KIPLINGER.COM Why Would I Hire You? A Financial Adviser Answers a Friend’s Pointed Question | Kiplinger

I recently used the metaphor of a puppet to describe how a revocable trust functions to my daughter. The named trustee is like the puppeteer hidden from view. The trustee has private control of how the trust functions and the general public can only see what actions the trust puppet does. Initially, in a living trust the trustee and the beneficiary are often the same person. at the death or incapacity of the trustee/puppeteer, a successor can step in and take over without having to cancel the show. **************************** #FridayFunFinancialMetaphor #SimplySophisticated Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

With data transfer significantly faster than 4G, and greater dependence on mobile internet, adoption for 5G data is expected to continue to grow significantly over the next 5 years. #TechTrends #S2Wealth STATISTA.COM Infographic: Global 5G Adoption to Triple in 2021

If you find yourself grieving over not checking enough life events off your "bucket list", then maybe you need to review how your bucket list functions. Watch this quick video to think differently about achieving your best life. #BucketList S2WEALTH.COM A New Way to Look at Your Bucket List

Buy for the long term. Warren Buffett chooses to invest in companies that he knows will not only be around 5 years from now but will likely be worth more at that time. Temporary market fluctuations don't affect his emotions because he's comfortable that the companies he invests in will weather whatever financial storms come their way. ************ #WarrensWit #Buffett #SimplySophisticated

Interesting perspective from AARP CEO on what we "owe" our grandchildren and the generations coming into adulthood NEXTAVENUE.ORG What Do We Owe Our Grandchildren?

Hardly anybody likes to pay taxes, and very few people understand how tax rates work. Take a moment to review this helpful piece from Jackson National Life that shows how jelly beans can simulate the tax code. #FridayFunFinancialMetaphor #S2Wealth JACKSON.COM www.jackson.com

Most infrastructure projects--roads, bridges, water lines, etc.--have a finite life span. Where are the most needed repairs and what will they cost? The "Build Back Better" bill is expected to pass out of its Senate committee in May and will cost more than the recent coronavirus stimulus bill. #Taxes #Infrastructure #GovernmentSpending STATISTA.COM Infographic: Infrastructure: The U.S. Is Falling Short On Investment

Here are four key tax points to address if you spent time working in multiple states during 2020: FASTCOMPANY.COM Why many remote workers are facing a tax season nightmare

I have met too many widows who were unsure of what their financial situation looked like after the death of their spouse. You owe it to one another to have a "financial date" to review your family finances on a regular basis. #ForBetterOrForWorse NEXTAVENUE.ORG Why You Can't Afford to Leave a Spouse or Partner in the Dark About Money

The coronavirus crisis led to the first significant annual decrease in global CO₂ emissions in recorded history

Don’t let today’s unknowns stand in the way of your goals. See how you can confidently navigate volatility and own the outcome of your financial future. https://bit.ly/3dir8aM

If you’ve been thinking about how recent events will affect your retirement plans, you’re not alone. But don’t underestimate – or forget – taxes in retirement. https://bit.ly/3rWF12J

Taxes can be a real drag on your portfolio. Every dollar paid in taxes is a dollar less invested for your long-term goals. https://bit.ly/3rWF12J

The coronavirus crisis led to the first significant annual decrease in global CO₂ emissions in recorded history

Don’t let today’s unknowns stand in the way of your goals. See how you can confidently navigate volatility and own the outcome of your financial future. https://bit.ly/3dir8aM

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