Planning Made Simple

Investor Resources.

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

Select a Topic

Browse by topic.

Choose what topic interests you the most and empower yourself to go further.

Category

Retirement

When you educate yourself on retirement planning you can not only take pride in knowing you understand the process, but you can ensure the best retirement plans are being made for you and your loved ones.

35 items

Category

Investing

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.

40 items

Category

Taxes

Whether you work with a financial advisor or manage your own portfolio, understanding the impact taxes will have on your investments can help you make informed decisions and potentially save money in the long run.

20 items


View Recent Articles

Recent Articles.

Should I Invest in Cryptocurrency?

Cryptocurrency has become a buzzword in recent years, with everyone from teenagers to seasoned investors looking to get a piece of the pie. But what exactly is it, and should…

Read More

ResourcesInvesting

What Are Money Scams and How Do You Avoid Them?

For many tax-paying citizens and older adults, working hard every day to earn a living and provide for themselves and their families is a way to provide financial security long-term….

Read More

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

ResourcesInvesting

What is the Minimum Amount for Investing in a Mutual Fund?

For many investors, investing in mutual funds can be a great way to diversify a portfolio without needing much money. But what is the minimum amount you need to invest…

Read More

What is a Non-Grantor Trust and How Does it Work?

Nongrantor trusts can be a useful tool for estate planning purposes. However, it is important to understand how they work and what their advantages and disadvantages are before deciding whether…

Read More

7 ways to Create Steady Income for Retirees and Older Adults

Retirement is a time of life many look forward to, but it can also be a source of anxiety if you’re unsure how to make sure you have enough money…

Read More

Five Mistakes to Avoid When Buying Life Insurance

Life insurance is designed to provide financial security to your loved ones after you are gone. Depending on your situation, this money might help to pay off debt, fund your spouse’s retirement,…

Read More

ResourcesInvesting

What are Bonds?

Whether you’re new to investing or you’ve been investing for years, chances are you are you’ve heard of bonds, but you may not know exactly what they are. While they’re…

Read More

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….

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