Planning Made Simple

Investing Resources.

Investing should be accessible to everyone, not just the elite few with insider knowledge. Learn how to navigate the ever-changing world of investing and come out successful on the other side. 

Empower your financial future with online education, community, and engagement.

What are Roth 401k Withdrawal Rules?

Many people have a traditional 401k through their employer. But what if there was another type of 401k that could offer you even more tax benefits? Meet the Roth 401k….

Read More

ResourcesInvesting

Preferred Stock vs. Common Stock: What’s the Difference?

Are you considering investing in stocks? Or maybe you’re new to investing and asking yourself, Preferred Stock vs. Common Stock: what is the difference between the two? Understanding common and preferred…

Read More

Executive Deferred Compensation Plans

An executive deferred compensation plan is a retirement savings plan used by high-level employees, such as CEOs and other executives, to save for their retirement years. This may be the…

Read More

ResourcesInvesting

What is a Wealth Manager?

Navigating the world of finance and investments can be daunting for new investors or professionals seeking to grow and protect their wealth. With an overwhelming amount of information, countless investment…

Read More

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