Simmons Capital Group

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

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07/29/2026

“What if I run out of money before I run out of life?” 💭💸
It’s a real fear — but it doesn’t have to be your future.
A simple plan can make a powerful difference:
✔️ Budget with purpose
✔️ Save consistently
✔️ Invest with intention
Small steps today can help your money last for the life you’re building tomorrow ✨
🎥 Watch the full episode of Coffee & Cash on our 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.

07/24/2026

You don’t need perfect money habits — you need a simple system that works 💡💰
Budget with intention.
Save consistently.
Invest wisely.
Little steps, done over time, can lead to big confidence and way less stress 🙌✨
Because the goal isn’t just having money… it’s having peace while you enjoy your life 💛
🎥 Hear the full conversation on our 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.

Worried about outliving your money? ☕💸 You’re not alone.In this episode of Coffee & Cash, Christine Somers shares simple...
07/22/2026

Worried about outliving your money? ☕💸 You’re not alone.
In this episode of Coffee & Cash, Christine Somers shares simple, practical tips to help your money last as long as you do — from building a realistic budget, to saving consistently, to investing with intention 📊✨
It’s not about being perfect. It’s about having a plan that brings clarity and confidence instead of stress 🙌
🎥 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.

07/20/2026

NEW RELEASE: Tips to Help Make Your Money Last as Long as You Do

Worried about outliving your money? In this episode of Coffee & Cash, Christine Somers shares simple, practical tips to help your money last as long as you do.
From building a realistic budget, to saving consistently, to investing with intention, this conversation is all about creating a plan that brings clarity and confidence — not stress.
Grab your coffee and join us for an encouraging, easy-to-follow look at making your money work for your life, now and in the future.

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.

07/01/2026

In this Coffee & Cash episode, Christine explains the basics to annuities in simple, clear terms so you can understand your options with confidence.
🎥 Watch the full episode 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.

06/26/2026

Annuities get talked about a lot — but they’re not a one-size-fits-all solution.
In our newest Coffee & Cash episode, Christine explains how annuities work, the different types, and what you should understand before making a decision.
🎥 Watch 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.

Retirement should feel secure — not stressful. ☕️💰If you’ve ever wondered how annuities actually work (and whether they’...
06/24/2026

Retirement should feel secure — not stressful. ☕️💰
If you’ve ever wondered how annuities actually work (and whether they’re worth it), Christine explains in simple, clear terms in our newest Coffee & Cash episode.
🎥 Watch the full episode 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.

06/22/2026

NEW RELEASE: The Basics of How Annuities Work
When planning for retirement, most people want two things: stability and peace of mind. In this episode of Coffee & Cash, Christine breaks down the basics of how annuities work and whether they may be a good fit for your financial plan.
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.

06/17/2026

DAFs aren’t just growing — they’re reshaping modern philanthropy. 📊✨
Today, donor-advised funds hold tens of billions in assets and are distributing record levels of grants each year. Could this powerful giving tool fit into your financial and generosity plan?
🎥 Watch the full Coffee & Cash episode 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.

06/12/2026

Simple. Strategic. Intentional. ✨
Donor-advised funds are becoming one of the most powerful tools in modern philanthropy — but are they right for you?
🎥 Watch 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.

Address

139 Meyer Road
Halfmoon, NY
12065

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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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