Simmons Capital Group

Simmons Capital Group Thoughtful financial planning to ease your mind. Guidance for every generation.

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05/20/2026

☕️ In one of life’s hardest moments, financial questions can feel overwhelming.
In this Coffee & Cash reel, Christine Somers walks through one of the questions families face: what does a surviving spouse actually receive?
Understanding the details now can help protect the people you love later.
🎥 Watch the full conversation on YouTube!

Disclosure: The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security. We cannot guarantee the accuracy of information from third parties.

05/15/2026

☕️ Many people assume everything automatically goes to a surviving spouse — but the details matter more than you might think.
In this Coffee & Cash episode, Christine Somers shares what could determine where assets go and why keeping your documents and beneficiaries up to date is so important.
🎥 Watch the full video now on YouTube.

Disclosure: The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security. We cannot guarantee the accuracy of information from third parties.

☕️ When a spouse passes away, what happens to their assets? Many families are surprised by the answer.In this Coffee & C...
05/13/2026

☕️ When a spouse passes away, what happens to their assets? Many families are surprised by the answer.
In this Coffee & Cash episode, Christine Somers shares what surviving spouses could receive — and the key details you don’t want to overlook.
🎥 Watch the full video now on YouTube!

Disclosure: The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security. We cannot guarantee the accuracy of information from third parties.

05/11/2026

NEW RELEASE: What Happens to Assets When a Spouse Passes Away? The Surprising Details
Losing a spouse is never easy — and the financial details that follow can be more complex than many people expect. In this episode of Coffee & Cash, Christine Somers explains what a surviving spouse could receive and the key factors that could impact what passes automatically.
Understanding how assets are titled, keeping beneficiary designations up to date, and knowing your survivor benefits can make all the difference.
▶️ Watch now to make sure your plan works the way you intend.

Disclosure: The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security. We cannot guarantee the accuracy of information from third parties.

05/06/2026

It might start as $5,000… but it doesn’t have to stay $5,000 💰📈
In this episode of Coffee & Cash, we break down how contributions, employer matches, and long-term growth can turn small steps today into a much bigger future.
If you’ve ever wondered how a 401(k) builds wealth — this is the one to watch.
🎥 Catch the full video on YouTube!

Disclosure: The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security. We cannot guarantee the accuracy of information from third parties.

05/01/2026

Understanding how your 401(k) works could make a huge difference in your future. Small contributions today can turn into major growth over time 📈✨
If you want the full breakdown — including employer matches, tax benefits, and why starting early matters — we cover it all in this week’s Coffee & Cash with Ben ☕💰
🎥 Watch the full video now on YouTube!

Disclosure: The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security. We cannot guarantee the accuracy of information from third parties.

Your 401(k) might be one of the most powerful wealth-building tools you have 💼📈In this episode of Coffee & Cash with Ben...
04/30/2026

Your 401(k) might be one of the most powerful wealth-building tools you have 💼📈
In this episode of Coffee & Cash with Ben, we break down how employer matches, tax advantages, and compound growth can seriously impact your future ☕💰
If you’ve ever felt confused about retirement plans — this one’s for you.
🎥 Watch the full episode now on YouTube

Disclosure: The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security. We cannot guarantee the accuracy of information from third parties.

04/27/2026

NEW RELEASE: Employer-Sponsored Retirement Plans
In this episode of Coffee & Cash, Ben shares one of the most powerful tools for building long-term wealth: the 401(k).
If you’ve ever heard the term “employer-sponsored retirement plan” and felt unsure what it really means, this video is for you. Ben walks through how a 401(k) works, why contributing early matters, and how features like tax-deferred growth, employer matching, and compound interest can make a huge difference over time.
We also cover important rules to know, like withdrawal penalties and how these accounts are designed to support your future — not just your present.
Whether you’re starting your first job or getting serious about retirement planning, understanding your 401(k) could be a game-changer for your financial future.
☕ Grab your coffee and let’s talk smart money moves.

Disclosure: The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security. We cannot guarantee the accuracy of information from third parties.

04/22/2026

Financial freedom doesn’t happen overnight. It’s built through consistent choices over time—creating a strong foundation, saving regularly, investing wisely, and protecting what you’re building.
In our newest video, Matt shares six steps that can help guide you on the path to financial freedom.
🎥 Watch the full conversation on YouTube — link in bio.

Disclosure: The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security. We cannot guarantee the accuracy of information from third parties.

04/17/2026

Most people think of wealth as yachts, designer clothes, or huge investment accounts. But real wealth is so much more than what’s in your bank balance. It’s about building security, options, and freedom over time—the ability to live life with less financial stress and more intentional choices.
In our newest video, Matt explains 6 practical steps to climb the wealth ladder and start building a richer life.
🎥 Watch the full video now on YouTube!

Disclosure: The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security. We cannot guarantee the accuracy of information from third parties.

Address

139 Meyer Road
Halfmoon, NY
12065

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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+15184065624

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