Planning Understanding the Social Security Fairness ActIn December 2024, the Social Security Fairness Act was officially signed into law, bringing with…Matthew SimmondsSeptember 17, 2025
PlanningRetirement Secure Act 2.0: What You Need to Know About the New Contribution LimitsWhether retirement is right around the corner or you’re still in the process of planning…Matthew SimmondsSeptember 17, 2025
PlanningRetirement Planning Your Charitable DonationsYour retirement years are a time to kick back, relax, and enjoy everything you’ve worked…Matthew SimmondsSeptember 17, 2025
Planning What Financial Legacy Will You Leave?There used to be a popular saying on t-shirts and bumper stickers that the person…Matthew SimmondsMay 17, 2024
Investing What Is a Certificate of Deposit (CD)Have you ever heard the phrase to “park money”? Money that is “parked” (as a…Matthew SimmondsMay 17, 2024
Insuring Navigating Long-Term Care InsuranceYou may know long term care as elderly but it’s the same care: it’s care…Matthew SimmondsMay 17, 2024