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25 Mar at 1:00 pm

How to Choose a Certified Financial Planner (CFP®): What to Look for and What to Ask 

Choosing a financial planner is one of the most important decisions you can make for your financial future. The right advisor doesn’t just manage investments — they help you make confident decisions,…
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23 Mar at 7:18 pm

Housing, Lifestyle Inflation, and the “Rent vs. Buy vs. Invest”

For many urban and suburban professionals, the classic script—graduate, rent briefly, then buy a starter home—no longer matches reality. Even though mortgage rates have eased off their post‑pandemic peaks, they…
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30 Jan at 7:45 pm

Financial Anxiety Is Real: But You Don’t Have to Face It Alone

It’s no secret that money worries weigh heavily on many Americans. Way back in 2021, 71% of employees said they were anxious about their financial futures. Fast forward to today, and that number…
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27 Jan at 10:42 am

Starting Strong: Key Financial Priorities for the Beginning of the Year 

 The start of a new calendar year provides a natural opportunity to refresh your financial plan, strengthen your household or business finances, and realign long-term goals. With fresh tax years, new contribution…
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December 15, 2025

Closing Out 2025 & Looking Ahead to the Future

Reflecting on Growth, Gratitude, and What Comes Next As 2025 comes to a close, we at Simonet Financial Group want to take a moment to reflect on the year behind…
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December 15, 2025

Thank You 2025

Thank you for being a valued client of Simonet Financial Group!

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