Simplicity Digital Advisor

Summer vacation is a time of relaxation and fun. But sometimes, our plans can change abruptly, and we find ourselves planning a last-minute trip. Preparing your finances for this sudden expenditure is essential to avoid financial stress and enjoy your vacation fully. Here’s how you can prep your finances for a last-minute summer vacation:

Read more

Wealth preservation is essential for many individuals but warrants a specific focus for those nearing retirement. Understanding the complexities of wealth preservation is crucial, particularly for pre-retirees. Today’s pre-retirees may need a more detailed retirement plan, whether due to inheritance, accomplishment in the corporate world, or entrepreneurial fulfillment.

Read more

Launching a budding startup is an exciting venture that offers plenty of potential rewards but also risks. However, it’s a complex process that requires careful planning and preparation. As an entrepreneur, your confidence largely depends on your ability to anticipate challenges and make well-informed decisions. Here are some tips for entrepreneurs you should consider before launching your startup.

Read more

Retirement brings many significant lifestyle changes, shifting daily routines, and adjusting financial patterns. This stage of life also presents an opportunity to reassess one’s contributions to society. Retirees often consider how much to give to charities now that they’re retired. However, the answer to this question can be determined by many factors, including financial health, personal beliefs, and the particular causes one wishes to support. Here is what to consider if you want to give to charity during retirement.

Read more

Sustainable investing and environmental, social, and governance (ESG) investing enables one to participate as stewards of the planet and its inhabitants by leveraging environmental, social, and governance factors when they invest. The primary goal of the ESG investment is profit, but the impact must benefit beneficiaries for it to be tagged as an ESG investment.

Read more

Spring is known as the prime home buying season. The warmer weather, blooming flowers, and longer days make it the perfect time to start the search for a new home.

Read more