Simple Wealth

Simple Wealth Simple Wealth LLC is a Washington State Registered Investment Advisor. Check the background of your financial professional on FINRA's BrokerCheck. (Member SIPC).

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Investment advisory services offered through Simple Wealth, LLC, a Washington State Registered Investment Advisor. Custody and brokerage services provided by Charles Schwab & Co., Inc. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an

offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

We can’t prevent the unexpected, but we can plan for it! Insurance provides financial safeguards for what we can’t see c...
04/14/2026

We can’t prevent the unexpected, but we can plan for it! Insurance provides financial safeguards for what we can’t see coming down the road. Here are types of insurance to consider. Not sure what’s right for you? We can help!

Life is full of surprises. While some are exhilarating, others are devastating emotionally and financially, like a car accident or a kitchen fire. That’s why there are many types of insurance to help after unexpected disasters. To help you sort through your options, here are the main types of ins

No one plans to get hurt or sick, but things happen to even the healthiest. Don’t let a health-related event put you in ...
04/12/2026

No one plans to get hurt or sick, but things happen to even the healthiest. Don’t let a health-related event put you in crippling debt! Health insurance is part of a sound financial strategy; it’s all about finding the right plan that works for you.

Everyone needs health insurance. It protects you if you have a serious illness, and takes care of treatment costs so you don't suffer financially.

Let’s change living “paycheck to paycheck” to living “budget to budget!” It’s a lot easier said than done, and everyone’...
04/10/2026

Let’s change living “paycheck to paycheck” to living “budget to budget!” It’s a lot easier said than done, and everyone’s situation is different, but spending less than you make lets you plan for important financial achievements down the road.

It can be hard at first, but with some sacrifice and self-discipline, you can learn to live below your means.

The best things in life are free – plus tax, of course! Taxes can be complex, but these tips and principles can make Apr...
04/08/2026

The best things in life are free – plus tax, of course! Taxes can be complex, but these tips and principles can make April 15th easier to navigate!

Taxes can be intimidating. Fortunately, there are some fundamentals that can help you understand what taxes are all about.

It’s the age-old debate; do you pay down debt or put money towards savings? The answer may be both! Take a look at these...
04/06/2026

It’s the age-old debate; do you pay down debt or put money towards savings? The answer may be both! Take a look at these tips for handling high-interest debt while also planning for your financial future. When in doubt, reach out to us!

It’s generally a better idea to pay off high-interest debt before saving money, but you may want to save up an emergency fund if you lack one.

The earlier you start saving for retirement, the more options you’ll have later in life. No matter how far off retiremen...
04/04/2026

The earlier you start saving for retirement, the more options you’ll have later in life. No matter how far off retirement seems, the time to start saving for retirement is NOW. Take advantage of time... and compound interest.

The 5 steps of retirement planning are knowing when to start, calculating how much money you'll need, setting priorities, choosing accounts and picking investments.

Credit cards make it easy to spend money – which can be a double-edged sword if you don’t manage them correctly. Check o...
04/02/2026

Credit cards make it easy to spend money – which can be a double-edged sword if you don’t manage them correctly. Check out these tips on how to use credit cards to your advantage.

It’s no secret that credit cards can be financially dangerous. We’ve all heard the horror stories of debt caused by credit card use. While they come with risks, they also come with many rewards. If you use them responsibly, credit cards can help you reach your financial dreams. Elements is here ...

Don’t think you have enough money to start investing? Think again! Starting early means lots of time to let your money g...
03/31/2026

Don’t think you have enough money to start investing? Think again! Starting early means lots of time to let your money grow. The best time to start is now! Here are some tips for getting started and utilizing your most valuable asset, TIME!

Six simple steps to start investing in 2026: Get started early, choose an investment account, set a budget, decide on an investment strategy, pick the investments that fit your goals, and begin investing.

Building up your credit can help with big future purchases, like a home or car. Check out these tips on building credit ...
03/29/2026

Building up your credit can help with big future purchases, like a home or car. Check out these tips on building credit and creating a solid credit record!

Build credit fast with or without a credit card using proven strategies like secured cards, loans and smart payment habits.

Pop quiz! What amount should you have saved in an emergency savings account? If you said 3-6 months’ worth of income, yo...
03/27/2026

Pop quiz! What amount should you have saved in an emergency savings account? If you said 3-6 months’ worth of income, you’re on the right track! An emergency fund ensures you have funds available when you need them most. Here are some tips to get there!

Learn about how much you should keep in your emergency fund, how to calculate your own savings goals and the best places to keep your emergency fund.

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2310 N Molter, Suite 103
Spokane, WA
99019

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