Financial Planning – Simonet Financial Group, LLC

9 Jun at 6:41 pm

Let’s Keep Humans in the Loop: Why Advice Still Matters in an Age of AI

It is hard to go a day without hearing about artificial intelligence. From AI-powered trading strategies to robo-advisors and automated financial planning tools, many companies now describe themselves as “AI…

15 May at 2:43 pm

The Business Owner Cash Flow Balancing Act

Business owners live at the intersection of cash flow, taxes, and long‑term planning. Decisions about reinvesting, compensation, and retirement are deeply connected and often misunderstood. Strong revenue does not always translate to…

14 May at 12:39 pm

The 401(k) Shift – Private Equity’s Expanding Presence

America’s 401(k) system—long seen as a steady way for workers to save—is changing. Private equity firms and large Wall Street investors are expanding their role in the retirement industry. They…

14 Apr at 5:12 pm

The Sandwich Generation: Balancing College, Eldercare, and Retirement

Many investors in their late 30s, 40s, and early 50s find themselves squeezed between competing responsibilities: saving for retirement, supporting children, and helping aging parents. This “sandwich generation” faces a…

Let’s Keep Humans in the Loop: Why Advice Still Matters in an Age of AI

The Business Owner Cash Flow Balancing Act

The 401(k) Shift – Private Equity’s Expanding Presence

The Sandwich Generation: Balancing College, Eldercare, and Retirement

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