by Simplified Financial | Jun 1, 2022
In this video, Shelley explains how having no advisor is like having no lifeguard on duty. Shelley explains how having no advisor is like having no lifeguard on duty. Simplified Financial is here to support you. We have wonderful advisors who can help you choose...
by Simplified Financial | Aug 3, 2021
Retirement can be a big life transition. Many people go into it without being truly prepared for the changes. It is important to do retirement planning before that phase of your life begins. Two main questions: What will your retired lifestyle be?How much do you need...
by Simplified Financial | Jul 1, 2021
With all the talk surrounding mental health these days, let us not forget the effects of financial stress.Sometimes we try to avoid stress by burying our heads in the sand, which only allows the stress to grow. The bigger it grows, the harder we work to avoid it. It...
by Simplified Financial | Jun 1, 2021
Finances. The complex subject. These are the thoughts of the insurance brokerage Simplified Financial. Our continuing mission to simplify complex financial decisions and find creative solutions. To boldly help the businesses, families, and individuals that want that...
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...
