March 23, 2023
What are 401k Contribution Limits?
Investing in a 401k is an important part of planning for your financial future. However, it’s important to understand the rules and regulations surrounding your 401k before you start investing….
Our Purpose
What is Planning Made Simple?
Resources and Online Courses
for all Investor Types.
Education.
Choose what topic interests you the most and gain a better understanding for your future. Our in-depth financial courses provide you with an insightful look at taxes, investing, retirement planning and more.
Learn from our experts who have more than 25 years of experience. Trust us to teach you and we’ll empower you to go further.
Community.
Connect with other investors in a one-of-a-kind community. Learn from expert investors and grow your knowledge as you challenge one another (respectfully of course!) to become a better investors. This monitored community means less trolling and misinformation.
Consisting of licensed professionals and other non-licensed investors, you’ll have the opportunity to get answers to some of your toughest questions, offer opinions or even just share industry trends. The possibilities are endless!
Opportunity.
You’ll have the opportunity to connect with a certified advisor along your financial journey to ensure you’re getting where you plan to go.
Whether within the community or forming a relationship with one of our investors, Planning Made Simple offers you the answers, opportunities, and support you need as an investor.
Recent Articles
Financial Resources
Grow Your Financial Knowledge.
For the investor looking to educate themselves and stay up-to-date on the latest news and trends – enjoy new content weekly.
February 21, 2023
What is an Exchange Traded Fund?
March 16, 2023
A Beginner’s Guide to Investing
March 16, 2023
How to Start Saving for Retirement
March 16, 2023
How to File an Amended Tax Return
March 16, 2023
How Does Social Security Work?
March 16, 2023
Taxes: What are They and How do They Work
March 16, 2023
Can You Deduct Rent on Taxes?
March 16, 2023
Filling Out Tax Forms During Tax Season
Risk comes from not knowing what you’re doing.
– Warren Buffett
Planning Made Simple will help you understand your finances so you can make informed, impactful decisions about your future.
FAQs
You’ve got questions
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If you have questions about Planning Made Simple – how it works and what it does, check out these frequently asked questions (with answers.)
What is Planning Made Simple?
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How much does membership cost?
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Reviews
Planning Made Simple
Reviews
Don’t take our word for it. Below are some of the positive feedback we’ve received from our community.
Not your average courses or conversations. Planning Made Simple is not only easy to use but easy to understand. Both my wife and I appreciate knowing this community isn’t like other social media and the information we learn here is taught by some of the top professionals in their field. This platform is worth joining.
John and Brenda Orlando
Retired Investor & Spouse - Minneapolis, MN
The courses are perfect for my level of attention. I can dig deeper on topics I care about, or ask community members for feedback on where to start learning next. Planning Made Simple feels like the piece I was missing to really skyrocket my retirement planning. #worthit
Bill Dunnham
Independenet Investor - San Diego, CA
Planning Made Simple changed the course of my investing. As a newer investor and a retiree, I was looking for ways to better understand my investments and how I can ensure they’ll benefit my family after I’m gone. Not only did the courses help educate me, but my fellow investors were there to answer questions and helped to guide me through my investment… Read More
Janes Weiss
Retiree & Independenet Investor - Charlotte, NC
Planning Made Simple changed the course of my investing. As a newer investor and a retiree, I was looking for ways to better understand my investments and how I can ensure they’ll benefit my family after I’m gone. Not only did the courses help educate me, but my fellow investors were there to answer questions and helped to guide me through my investment process.
I cannot recommend Planning Made Simple enough.
Janes Weiss
Retiree & Independenet Investor
Charlotte, NC
If you’re thinking about joining Planning Made Simple, I cannot recommend it enough. As an investor with years of experience I enjoy the discussion I have with other investors on the platform. Staying up to date with trends in the industry and sharing tips on investments as well as retirement plans.
Robert Bishop
Non-licensed Investor - North Carolina
All our dreams can come true if we have the courage to pursue them.
– Walt Disney
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