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…
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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…
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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…
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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…
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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…
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Our Office and Social Distancing Policies

Effective tomorrow, Thursday March 25th, our office will move to working remotely for the next two weeks or until further notice, in order to be compliant with our community’s social distancing policies. While…
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Coronavirus Update from Bill Simonet

In volatile and stressful times like these, it’s always important to have perspective. Since the turn of the millennium, the market’s negative response to health crises has been relatively short-lived.…
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