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.

ResourcesTaxes

What Are the Different Types of Taxes?

Whether you file your taxes with the help of an accountant or yourself, taxes impact everyone. America’s tax code is notoriously complex; however, taxes break down into discrete categories that…

Read More

What Is a Roth 401k?

A Roth 401k brings many benefits of a traditional employer-sponsored 401(k) retirement savings vehicle. But with a traditional 401 k, you save for retirement with pre-tax dollars and write off…

Read More

ResourcesTaxes

Tax Credits vs. Tax Deductions: What’s the Difference?

There are a variety of methods to decrease your tax burden. Two of the more popular ones are tax credits and tax deductions. While these may seem like the same thing,…

Read More

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

ResourcesTaxes

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

ResourcesTaxes

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

ResourcesTaxes

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

ResourcesTaxes

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

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