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.

Feb162023

ResourcesRetirementInvestingTaxes

How to Manage Income Streams During Retirement

Planning Made Simple

Planning for retirement can be complicated and stressful. You’ve worked hard for decades, and now you have to figure out how to manage your income streams and savings to enjoy…

Read More

February 16, 2023

Feb092023

ResourcesInvesting

What is a Mutual Fund?

Planning Made Simple

A mutual fund is a type of investment vehicle that pools money from many investors and invests it in a variety of securities, such as stocks, bonds, and short-term debt….

Read More

February 9, 2023

Feb072023

ResourcesInvesting

The Basics of Investing in Real Estate

Planning Made Simple

As an individual investor, real estate investing is a great way to increase not only wealth but create a well-diversified portfolio. Whether you are just starting or are an experienced…

Read More

February 7, 2023

Dec222022

ResourcesInvesting

Stock Market: What is it and How it Works

Planning Made Simple

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

December 22, 2022

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