Trust or Will: Which Do I Need?

If you’ve ever thought about estate planning, you’ve probably come across the terms “trust” and “will,” but what are they, and which is best for you? Many don’t understand the…

Read More

Strategies to Reduce Expenses During Retirement 

Retirement is one of the most exciting times in a person’s life, but it can also be a time of financial stress. Some retirees may find themselves faced with having…

Read More

How To Fill Out A W-2

One of the essential documents employees have is a W-2. Filling out a W-2 form can seem overwhelming for both employees and employers. This form usually isn’t completed by current…

Read More

Who Claims a Child on Taxes With 50/50 Custody?

  Dependents claimed on your tax return can yield valuable tax benefits that may include the ability to claim the child tax credit and the child and dependent care tax…

Read More

How Much Should I Have in My 401k?

Preparing for retirement can be challenging. One of the most important things you can do is ensure the health of your overall retirement nest egg and understand your financial goals….

Read More

I’m Retired. What Should I Invest In?

5 ways to continue investing during your retirement Retirement is the ultimate goal for many employees, but it can often be burdensome. Before retiring, you may have pondered things like:…

Read More

Taxes Could Skyrocket Under This Social Security Bill

Social Security is one of the most popular and enduring government programs in U.S. history and has funded the lives of senior citizens for more than 80 years, through good…

Read More

10 Retirement Plan Terms Simplified

Having retirement savings or a retirement plan is in everyone’s best interest. However, knowing what type of retirement plan best suits you can be challenging, especially with so many terminologies…

Read More

Federal Income Tax Brackets for 2022

The U.S. has seven federal income tax brackets for the year 2022, which are; 10%, 12%, 22%, 24%, 32%, 35%, and 37% respectively. If you’re one of the lucky few…

Read More

Stock Market: What is it and How it Works

Stock Market: What it is and How it Works If you are looking up the stock market, then chances are you’re looking for alternative ways to make passive money or…

Read More

Looking for more?

Take your financial education to the next level!

Join the conversation, engage with our community, and begin our Investor Empowerment Course today.

Join Planning Made Simple

create your account today

Master your financial journey with Planning Made Simple.


Join a premium community that offers you
conversations that matter.|information you can trust.|honest guidance from professionals.|positive community engagement.|education for all skill levels.

Membership includes
  • Premium content released weekly to help you master your financial journey.
  • Access to our growing collection of courses and educational material.
  • A flourishing community of like-minded investors and professionals.
  • A personalized financial plan from a certified Planning Made Simple coach.
  • Ongoing support and motivation to help guide you on your path.

Join Planning Made Simple Today