Navigating the intricacies of retirement accounts can often feel like charting unfamiliar territory. Whether you're adjusting your investment portfolio or considering contributions and withdrawals, understanding the tax implications is crucial to maximizing your retirement savings. Let's delve [...]
Retirees aiming to reduce their taxes in retirement can benefit from strategic conversions and transfers between traditional and Roth Individual Retirement Accounts (IRAs), especially when considering the timing and financial landscape. Identifying optimal windows for Roth conversions [...]
Catching up on retirement savings can feel daunting, especially if you've started late. However, with strategic planning and commitment, it's entirely possible to build a comfortable nest egg for your future. Here are four actionable steps to [...]
Retirement savings, essential for independence in later years, can be influenced by numerous factors. Among them are longevity, liquidity, inflation, mortality (the stock) market, and taxes (LLIMMT). Each of these elements plays a crucial role in shaping [...]
Estate planning is a crucial step for retirees to ensure their assets are distributed according to their wishes and to provide clarity for their loved ones. Beyond the legal and financial aspects, it's essential to approach this [...]
Retirement is often viewed as a static phase of life, but the reality is far more dynamic. As retirees progress through their golden years, their spending habits and budgetary needs evolve significantly. Understanding these changes is crucial [...]
When it comes to planning for retirement, Individual Retirement Accounts (IRAs) are a popular investment option. There are two main types of IRAs: traditional and Roth. Both have their own unique features, advantages, and drawbacks. In this [...]
Retirement accounts are a cornerstone of today’s retirement strategies. While everyone might recognize the terms “IRA” or “401(k),” it’s important to familiarize yourself with how they work so you can understand how they may play a role [...]
In retirement, prioritizing stability is crucial—not just the growth of your account value. While it’s tempting to focus on maximizing returns, the reality is that you need a reliable income stream to support your lifestyle and replace [...]
In recent months, the financial landscape has been marked by unpredictability. The Federal Reserve's recent announcement to maintain interest rates at their current levels has left many investors on edge. While the Fed has signaled a cautious [...]
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Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Freedom Wealth Asset Management. Freedom Wealth Asset Management is a separate and unaffiliated entity from Simplicity Wealth.
Wounded Warrior Project (WWP) began in 2003 as a small, grassroots effort providing simple care and comfort items to the hospital bedsides of the first wounded service members returning home from the conflicts in Iraq and Afghanistan. As their post-service needs evolved, so did WWP’s programs and services. Today, through their direct programs in mental health, career counseling, and long-term rehabilitative care, along with advocacy efforts, WWP improves the lives of millions of warriors and their families.
I was named after my grandfather, William Robert Wahl, who joined the Army at 18 years old and served until he passed away from a stroke at 49 years old. He served as a Warrant Officer and worked closely with Army Intelligence. At Freedom Wealth Services, we are committed individually and as a company to honoring the lives of those like my grandfather’s by contributing on a monthly basis to the Wounded Warrior Project. In their honor, we help members of our US Military create financial freedom and independence.
BRASS is an all-volunteer group that supports the Jacksonville Symphony through financial contributions and by promoting concert attendance. BRASS also fosters appreciation of fine music locally by our support of the Jacksonville Symphony who has many music out-reach programs throughout Jacksonville.
BRASS includes people of all ages and backgrounds who live or work at the beaches and in Jacksonville! All folks are welcome as it is a great way to make friends who enjoy music excellence!
Our mission is to support the Jacksonville Symphony by fostering orchestral music appreciation, promoting concert attendance, providing financial support and facilitating music education.
I graduated from the High School of Music and Art and have been a musician since age 5 when my grandmother (Becky) started giving me Piano lessons. I continued at age 7 taking piano lessons at the Turtle Bay Music School in Manhattan. Music and sports really helped to create a great foundation for my life, and I support young people through BRASS as a Presidential Member.
I grew up in the Boys & Girls Club of America (In Astoria, Queens) starting at age 7 until 14. I learned every sport from swimming, basketball, football, baseball, billiards, ping pong, and more. I learned sportsmanship, leadership, and competitive spirit. This was my after-school activity for over 7 years where my parents would drop me off and pick me up. My parents made sure to see that I had a very well-rounded upbringing with an emphasis on sports and music. My annual membership was 2 dollars until I turned 11. When I became a Junior, it went up to 3 dollars per year. At 14 I became a Senior and it went up to 4 dollars per year. What an incredible blessing for my family and many other families.
It’s very important that we support the children in our community and help give them opportunities to develop, strive, and thrive!
ASPCA hits home for me because animals have always been in our family. We treat them with respect and kindness, and we appreciate all the love they give back to us. It’s important to take care of innocent animals who give their love unconditionally to us and are not capable of taking care of themselves. I am a proud supporter of this great charity for a great cause.
