by Simplified Financial | May 3, 2021
Trying to find insurance products and the company that is right for you can be a challenge. That is why there are insurance agents and brokers. What is the difference between the two? Agent: Agents are great if you know the specific product you want. An insurance...
by Simplified Financial | Apr 1, 2021
It is fairly common knowledge that a financial advisor’s job is to help their clients manage their money. However, there is more to it than that. What do financial advisors do? Financial advisors help their clients establish and manage their financial portfolios...
by Simplified Financial | Mar 1, 2021
Have you ever wondered how a financial advisor gets paid? There are two main methods: fees for services and built-in commissions. Fees for Service In the fees for service method, an advisor might charge a fee by the hour. Built-In Commission A built-in commission...
by Simplified Financial | Feb 1, 2021
It is a great idea to start teaching your children good financial habits early. Starting young can provide your children with the necessary tools to approach finances responsibly. This could lead to less stress and overwhelm in the future and develop their potential...
by Simplified Financial | Jan 11, 2021
Why are financial reviews important? Financial reviews keep the flow of communication between you and your financial advisor. Financial reviews are important to: Update changes to your account and policy informationAdvise you of new products and services that may...
by Simplified Financial | Nov 2, 2020
All right, so you decided to write a will. What a great decision! Nevertheless, you find yourself wondering what to do next. Wonder no longer, here are the next pieces of the puzzle. Designate an Executor An executor facilitates the settlement of an estate. It is his...
