Simply Financial - Exvadio Network

Social security is a very complex topic to cover. Chris & Vice President of the Nationwide Retirement Institute, Steven Calandra, talk about social security and its many aspects that may affect your retirement.

Listen to this year-end economic update as well as some tax planning strategies for the end of 2021.

Choosing an executor for your will is no simple task. Here are some traits to look out for & tips to consider when choosing the right executor for you.

Health Savings Accounts are a useful, tax efficient investment vehicle that can save you money in taxes in the long run. Chris interviews Nationwide’s very own David Harris on what this tax efficient vehicle is and what it can do for you in your retirement!

Planning for Retirement can be tricky at times because of taxes. Learn how Roth IRAs can fit into a tax efficient retirement income plan.

Chris interviews Vice President of the Nationwide Retirement Institute, Steven Calandra, on a deeper dive into tax efficient retirement income planning. This is part 1 of a 3 part series on tax efficient retirement planning.

Due to Inflation, Social security benefit checks are increasing 5.9% based on the cost of living adjustment (COLA) set by the Social Security Administration. This is the biggest annual Increase we’ve seen since 1982.

Successful financial planning relies heavily on living beneath your means. Chris & associate advisor, Lindy Brock, talk about what living beneath your means is and how it plays into their own lives & their own financial planning.

In continuation to the tax law changes proposed by the Biden Administration, here are a few updates & more possible changes that could occur.

If you are an adult you should have a will. Wills can protect those closest to you in the unfortunate circumstance that you pass away. Chris goes over what options you have in order to create a will for yourself.