Are you planning to travel in 2020? There are many upsides to going on a group tour: Travel arrangements and accommodations are figured out for you, and it’s much harder to get lost when you’re with […]
Not only are we entering a new year, but a new decade! You might have a lot to look forward to in the coming decade: Maybe your children will graduate from college, maybe you’ll become a […]
Everyone makes them, and few keep them. New Year’s resolutions can be a great way to trade in bad habits for good ones but can also feel more like a burden than a blessing. Some people take […]
“I’m traveling for the holidays.” Just those words can make blood pressures rise. Gridlock traffic, delayed flights, and crowded train stations come to mind. Add in high travel costs and making a trip during the […]
You could say that the law of diminishing returns applies to Christmas gifts as we age: As time goes on, we can use less and less material gifts. At a certain point we accumulate so […]
Do you plan on taking a vacation in retirement? If you do, there are many ways you can optimize your experience by using your phone. Your phone can be pretty much whatever you want it to […]
Many homeowners age 50 and older say that they want to “age in place,” but the reality is that many homes were not built to accommodate the needs of older people. If you want to […]
Baby Boomers are sometimes referred to as the “Sandwich Generation,” because many spend time and money care for both their children and aging parents. In fact, according to the Pew Research Center, one in […]
Doing your taxes might be complicated, but thankfully filing for an extension can help give you some more time to prepare. There are many decisions to be made when […]
Whether you think of yourself as an old dog or spring chicken in retirement is up to you. Even if you don’t retire early, you still have many years […]
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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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