Posts by Simonet Financial

Office Hours Update

Our office will be closed beginning this Friday, July 3rd through next Friday, July 10th.  If you require any investment account needs, changes, or trades- please contact us via email…
Read More

Tax Planning for Income

As we are now approaching the official tax return deadline within the next two weeks, we wanted to share some pertinent information regarding income tax planning.  You don’t want to pay…
Read More

Understanding Personal Tax Credits

Have you ever thought that you’re paying too much income tax? You may be, if you’re not claiming all of the tax credits for which you are eligible when you…
Read More

Financial Survival After a Job Loss

You may have lost your job already, or it’s something you’re concerned about. Either way, the keys to surviving a job loss financially are to plan ahead, take stock of…
Read More

Key Estate Planning Documents You Need to Know

There are five estate planning documents you may need, regardless of your age, health, or wealth: 1. Durable power of attorney2. Advance medical directives3. Will4. Letter of instruction5. Living trustThe…
Read More

Life Insurance at Various Life Stages

Your need for life insurance changes as your life changes. When you’re young, you typically have less need for life insurance, but that changes as you take on more responsibility…
Read More

SBA Benefits In Response to COVID-19

In response to the recent downturn in small business operations, the U.S. Small Business Administration is offering program benefits to qualified employers. On Tuesday, March 31 3-4PM CST, Bill Simonet will be…
Read More
Menu