Although you may not have ever struck oil, you’ve already won the retirement lottery by working hard to save and benefiting from market growth and home appreciation. Now the question is how you’ll make your […]
You might have a lot to look forward to in the future. Maybe your children will graduate from college, maybe you’ll become a grandparent, and of course, you’ll retire! We’ll also probably see some significant technological advancements […]
Do you plan on taking a vacation this summer? After forgoing travel for over a year, many people are planning trips this summer. If you do, there are many ways you can optimize your experience by using […]
Do you think your retirement will look exactly like your parent’s retirement? The answer is probably “no,” and hopefully, it’s “it will look even better.” Retirement is changing, and it’s important to think about what you want […]
If you’re planning on taking a vacation, it’s probably something that you’ve looked forward to for a while now. Maybe you haven’t traveled much since before the pandemic and want to this summer, or maybe you’ve recently […]
Summer is right around the corner, and you may be making plans. After the isolation of COVID, many of us are excited to get back to traveling, seeing family, and visiting friends. One of the best things […]
Even though most people look forward to retirement, some forget that losing the structured routines, sense of purpose, and social interactions from having a job can lead to a difficult transition. During the past year, many have […]
Some people dream about retiring and jetting off to a tropical location to start a new life. In reality, the majority of people, when asked if they want to stay in their house once they retire, say […]
Generally, accountants have a good work-life balance, but they’re notoriously busy during tax season. From January to April, their workload increases significantly, and they must come up with new techniques to manage their time. Sometimes when we’re […]
Despite the fact that America has an aging population, there is ample evidence of ageism happening around us. The way we perceive older adults can limit our roles in society as we age and a pervasive negative […]
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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.
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