Posts by Simonet Financial

Maximizing Cash Savings this Fall

When we talk about increasing cash on hand, we can take action by doing one of two things: reduce spending or increase income. A very common trait we continue to…
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Simple Budget Setting Actions for this Fall

In difficult economic times, many young couples and families may find themselves wondering where their money goes. Faced with income constraints and competing demands for their money, many people simply…
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Planning Strategy Areas Explained

While there are many facets to financial planning, each is equally important to the overall success of your strategy. Depending on your age, goals, and financial resources, your approach will…
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Starting on a Foundational Plan

Today, many people are concerned about saving for retirement or paying for a large ticket item, such as a child’s college education. If you belong to this group, now is…
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Legacy Planning Issues for Unmarried Couples

There have been some distinct changes in the American cultural and sociological landscape in recent decades. Among them is the increasing number of unmarried couples living together as lifetime partners.…
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Payroll Tax Executive Order Explained

While the current administration is working to make changes to payroll taxes, it is important to note that our firm specifically does not recommend that businesses pause their Social Security…
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Paying Back Student Loans

While Federal student loan payments are currently paused and temporarily set at 0% interest until the end of 2020, now is a great time to review repayment options and be…
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The First Step of Paying for College

With tuition payments coming due for this upcoming academic year, it is important to be reminded of the fundamental methods necessary to consider when thinking about funding sources for your…
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