Simply Money

Your trusted financial planning partner and retirement specialist.

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We're becoming Allworth Financial on April 29th! If you'd like to stay up-to-date on our company and get our latest #RetirementPlanning advice, please follow our new handle: @AllworthRetire

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"The penalty disappears at 65, and you’ll just have to pay taxes on the withdrawal if you use the money for anything other than eligible medical expenses at that point—similar to the tax deferral of a 401(k)." Read more from @Kiplinger: https://t.co/09KTHFBSK7

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In this week's #blog, 3 ways tax scammers are targeting you: https://t.co/hJKKCtFcTO #taxes #taxscam #taxtime

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In this week's #blog, how to find your #SocialSecurity 'sweet spot' https://t.co/0hcXp5cAQN #financialplanning #retirement #retirementplanning

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In our latest @Enqurier column, the tax changes that could impact your return this year: https://t.co/8gmzSBueEv #taxes #taxplanning #financialplanning

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In our latest @Enquirer column, how to deal with #retirement healthcare expenses: https://t.co/bfpUspZX7E #retirementplanning #financialplanning #healthcare

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In our latest @enquirer column, the downsides of permanent life insurance as an 'investment:' https://t.co/82LSUsceLC #retirement #retirementplanning #financialplanning

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In our latest #blog, why 'sophisticated' investments aren't always better: https://t.co/gLacBZfXK0 #investing #retirementplanning

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In our latest @enquirer column, what single women should keep in mind while planning for retirement: https://t.co/AayraW8tZV #retirementplanning #retirement

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Big news, Cincinnati! On April 29th, we’re changing our name to Allworth Financial. To learn more, visit: https://t.co/Zl4EY3wlDG #retirement #retirementplanning

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In this week's blog, what to do if you don't have a 401(k): https://t.co/knTAToN2lJ #retirement #financialplanning #retirementplanning

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In this week's @Enquirer column, when it does (and doesn't) make sense to 'gift' stock: https://t.co/OliecIDDbM #financialplanning #taxplanning #taxes #investing

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In this week's #blog: 4 money-saving tax tips https://t.co/SRk2i21Z03 #taxplanning #financialplanning #taxes #retirement #retirementplanning

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In this week's @Enquirer column, we explain the basics of long-term care insurance: https://t.co/gJT0Pl11RD #retirement #retirementplanning #financialplanning

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In this week's #blog, 5 reasons why it's time to stop putting off creating your estate plan https://t.co/VWq4BnI7UC #financialplanning #retirement

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In this week's #blog: Your main healthcare options if you're retiring before age 65: https://t.co/yh3DAK4WSV #retirement #retirementplanning

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In our latest @Enquirer column, 4 ways to get your money on track for 2019: https://t.co/2MGY0BLUbz #financialplanning #budgeting #personalfinance #moneyresolution

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In this week's #blog, make sure you're not shortchanging yourself by making this simple IRA mistake: https://t.co/fUAbXMpcnu #retirement #retirementplanning

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In our latest @Enquirer column, the 2019 changes that will impact your #retirementplanning https://t.co/3Q84FNnfT4 #financialplanning #retirement

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Happy #2019! In this week's #blog, 3 ways to create a better money resolution: https://t.co/NL2DGqhkt9 #2019resolutions #financial planning #happynewyear