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, […]
Planning for retirement involves more than just setting aside money in a retirement account. It’s a complex process that requires familiarity with various financial concepts and terms. […]
Planning for retirement income is a crucial aspect of achieving a secure and comfortable retirement. With longer life expectancies and the need for additional sources of income, it’s […]
In 2022, the United States experienced the most significant inflation in four decades, primarily due to macroeconomic disruptions and supply chain issues following the COVID-19 pandemic. This led […]
When you think about your finances or financial topics, you probably think of the stock market, inflation, interest rates, valuation ratios, and other complex concepts. Well, forget all […]
You may be thinking that you’ll save for retirement later. Right now, there are bills to pay and things you want to do with your money, so retirement […]
When someone you love passes away and they leave you an inheritance, there are a few things you may want to keep in mind as you move through the […]
You’ve worked for your entire career to set up the life that you’ve always wanted, but that doesn’t always mean that the money and assets you’ve gained over […]
In the complex and ever-evolving landscape of financial planning, the ultimate goal for many individuals extends beyond personal wealth accumulation. It encompasses a profound desire to […]
You may think that Medicare covers all of your medical expenses when you retire…but it doesn’t. We often see clients who have a really solid retirement plan […]
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Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Juniper Wealth Management. Juniper Wealth Management is a separate and unaffiliated entity from Simplicity Wealth.
This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Juniper Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.