{"id":11,"date":"2022-01-31T19:22:13","date_gmt":"2022-01-31T19:22:13","guid":{"rendered":"https:\/\/www.planningmadesimple.com\/?page_id=11"},"modified":"2022-10-27T13:52:28","modified_gmt":"2022-10-27T13:52:28","slug":"resources","status":"publish","type":"page","link":"https:\/\/www.planningmadesimple.com\/resources\/","title":{"rendered":"Resources"},"content":{"rendered":"
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Select a Topic<\/div>\n<\/div>\n<\/div>\n
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Browse by topic.<\/span><\/h2>\n

Choose what topic interests you the most and empower yourself to go further.<\/h4>\n
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Category<\/h6>\n

Retirement<\/h3>\n

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.<\/p>\n

35 items<\/p>\n

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Category<\/h6>\n

Investing<\/h3>\n

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.<\/p>\n

40 items<\/p>\n

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Category<\/h6>\n

Taxes<\/h3>\n

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.<\/p>\n

20 items<\/p>\n

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View Recent Articles<\/div>\n<\/div>\n<\/div>\n
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Recent Articles.<\/span><\/h2>\n
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Aug<\/span>03<\/span>2023<\/span><\/p>\n

Resources<\/a>Retirement<\/a><\/span><\/div>\n
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5 Retirement Savings and Tax Rules That Could Give You a Big Boost in 2023<\/a><\/h3>\n

<\/span>Planning Made Simple<\/p>\n

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Retirement planning plays a crucial role in having a sound financial plan. The earlier you start saving, the better your chances are of achieving a comfortable retirement. In 2023, there…<\/p>\n<\/div>\n

Read More<\/a><\/p>\n

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<\/span> August 3, 2023<\/p>\n

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Jul<\/span>27<\/span>2023<\/span><\/p>\n

Resources<\/a>Investing<\/a><\/span><\/div>\n
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Investment Compliance: Helping to Ensure Effective Asset Management<\/a><\/h3>\n

<\/span>Planning Made Simple<\/p>\n

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Investment compliance is a crucial aspect of the asset management industry, encompassing the adherence to legal and regulatory requirementsby investment managers and financial institutions. It ensures management firms and investment…<\/p>\n<\/div>\n

Read More<\/a><\/p>\n

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<\/span> July 27, 2023<\/p>\n

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Jul<\/span>20<\/span>2023<\/span><\/p>\n

Resources<\/a>Retirement<\/a>Investing<\/a><\/span><\/div>\n
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Certified Financial Analyst vs. Certified Financial Planner<\/a><\/h3>\n

<\/span>Planning Made Simple<\/p>\n

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When it comes to managing finances, it can be tough to decide on the best strategy. There are a lot of different certifications out there, each with its specific area…<\/p>\n<\/div>\n

Read More<\/a><\/p>\n

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<\/span> July 20, 2023<\/p>\n

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Jul<\/span>18<\/span>2023<\/span><\/p>\n

Resources<\/a><\/span><\/div>\n
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What is a Certified Financial Planner?<\/a><\/h3>\n

<\/span>Planning Made Simple<\/p>\n

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Personal finance planning is a complex field requiring careful analysis of one\u2019s financial goals, assets, and liabilities. Many investors often seek expert guidance to build and implement a comprehensive financial…<\/p>\n<\/div>\n

Read More<\/a><\/p>\n

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<\/span> July 18, 2023<\/p>\n

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Jul<\/span>13<\/span>2023<\/span><\/p>\n

Resources<\/a>Investing<\/a><\/span><\/div>\n
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How Best to Invest $100,000<\/a><\/h3>\n

<\/span>Planning Made Simple<\/p>\n

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Are you looking to invest $100,000 and wondering how to make the most of it? Investing such a substantial sum requires careful consideration and planning to maximize your returns. In…<\/p>\n<\/div>\n

Read More<\/a><\/p>\n

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<\/span> July 13, 2023<\/p>\n

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Jul<\/span>11<\/span>2023<\/span><\/p>\n

Resources<\/a>Retirement<\/a><\/span><\/div>\n
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How to Convert a 401k to Roth IRA<\/a><\/h3>\n

<\/span>Planning Made Simple<\/p>\n

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When it comes to retirement planning, you’ll find that 401 k, and Roth IRA are two ubiquitous retirement savings vehicles. Both come with advantages and disadvantages, and sometimes, you might…<\/p>\n<\/div>\n

Read More<\/a><\/p>\n

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<\/span> July 11, 2023<\/p>\n

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Jul<\/span>06<\/span>2023<\/span><\/p>\n

Resources<\/a>Investing<\/a><\/span><\/div>\n
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Buying a Rental Property Instead of a First Home<\/a><\/h3>\n

<\/span>Planning Made Simple<\/p>\n

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For some, buying a first home can be a major life milestone, so it’s natural to want to invest in a property you can call your own. However, some may…<\/p>\n<\/div>\n

Read More<\/a><\/p>\n

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<\/span> July 6, 2023<\/p>\n

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Jun<\/span>29<\/span>2023<\/span><\/p>\n

Resources<\/a>Retirement<\/a><\/span><\/div>\n
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How to Protect Your Loved Ones’ Assets<\/a><\/h3>\n

<\/span>Planning Made Simple<\/p>\n

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As our loved ones age, we always want to ensure their well-being and security. Part of this assurance involves protecting their assets from being seized by nursing homes in the…<\/p>\n<\/div>\n

Read More<\/a><\/p>\n

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<\/span> June 29, 2023<\/p>\n

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Jun<\/span>27<\/span>2023<\/span><\/p>\n

Resources<\/a>Investing<\/a><\/span><\/div>\n
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What are Equities or Equity Investments<\/a><\/h3>\n

<\/span>Planning Made Simple<\/p>\n

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As an investor, various investment opportunities can help you grow your wealth. One such investment opportunity is equities. However, for many people, equity investment can be a complex and confusing…<\/p>\n<\/div>\n

Read More<\/a><\/p>\n

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<\/span> June 27, 2023<\/p>\n

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Jun<\/span>22<\/span>2023<\/span><\/p>\n

Resources<\/a>Investing<\/a><\/span><\/div>\n
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Should I Sell My House or Rent it Out?<\/a><\/h3>\n

<\/span>Katie Kukwa<\/p>\n

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Owning a house is considered a big achievement in life, but there may come a time when you consider moving out of your home. Whether for a reason such as…<\/p>\n<\/div>\n

Read More<\/a><\/p>\n

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<\/span> June 22, 2023<\/p>\n

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Jun<\/span>20<\/span>2023<\/span><\/p>\n

Resources<\/a>Investing<\/a><\/span><\/div>\n
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What is the Average Stock Market Return?<\/a><\/h3>\n

<\/span>Planning Made Simple<\/p>\n

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Investing in the stock market can be one of the most effective ways to generate wealth over the long term. However, it can be challenging to predict the exact returns…<\/p>\n<\/div>\n

Read More<\/a><\/p>\n

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<\/span> June 20, 2023<\/p>\n

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Jun<\/span>15<\/span>2023<\/span><\/p>\n

Resources<\/a>Investing<\/a><\/span><\/div>\n
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Should I Reinvest Dividends?<\/a><\/h3>\n

<\/span>Planning Made Simple<\/p>\n

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Dividend payments are a great way to generate income for investors. But should dividends be reinvested? That answer depends on your investing goals. By reinvesting dividends, you can potentially increase…<\/p>\n<\/div>\n

Read More<\/a><\/p>\n

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<\/span> June 15, 2023<\/p>\n

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