Simplicity Wealth Princeton

05/25/2026

For founder Kate Erchick, wealth management isn't just about numbers—it's about being deeply thoughtful toward every client's unique journey.

Watch her story, then head to our website to schedule a call with us!
https://www.simplicitywealth.com/princeton-new-jersey/

05/12/2026

Thank you to everyone who came out to our Community Shred Day on Saturday, May 9th at Allentown High School! We had a great turnout and truly appreciate the support from our local community.

A special thank you to Allentown High School for hosting us and to Iron Mountain for providing secure document shredding services and helping make the event run so smoothly.

We’d also like to congratulate Karen Tumas, winner of our Lucca Ristorante gift card raffle! We hope you enjoy a wonderful night out.

We’re already thinking ahead to future community events and would love your feedback. Comment below with:

1️⃣ if you’d like to see this event once per year
2️⃣ if you’d like to see it twice per year

Thanks again to everyone who joined us!

05/11/2026

Get to know the heart behind Simplicity Wealth Princeton.

In our new Founder’s Story, Chris Lester shares the vision, passion, and "why" that brought our firm to life. Discover what drives our commitment to securing your financial future.

Ready to start building your own legacy? Head over to our website and schedule a call with us to learn more!

https://www.simplicitywealth.com/princeton-new-jersey/

05/04/2026

The Administration for Community Living (ACL) celebrates Older Americans Month each May, and for 2026, the theme is “Champion Your Health.” Check out our blog to learn some ways to incorporate healthcare planning into your overall retirement strategy and why it’s important!

Every May, the Administration for Community Living (ACL) celebrates Older Americans Month (OAM) to recognize older Americans’ contributions, examine aging trends, and demonstrate the commitment to serving older adults. In step with that cause, we’re taking this time to honor older Americans by

04/27/2026

If you’re someone who loves history or is just interested in how your own story fits into the larger human narrative, researching your ancestry offers a meaningful way to connect with the generations that came before you and leave a legacy beyond finances for those coming after. Check out our blog for some ideas on how to get started.

Genealogy can be a truly fascinating hobby, and uncovering your family’s history can bring the past to life in a fresh and personal way. If you’re someone who loves history or is just interested in how your own story fits into the larger human

04/20/2026

In the world of finance, the difference between risk capacity and risk tolerance is summed up by what you can do versus what you want to do. Explore how these concepts complement each other and how you can use them to help guide how you manage financial risk in your life in this week’s blog.

Do you have a lead foot when you drive? Or are you a bit more cautious behind the wheel? Think of the sportiest cars you’ve seen on the road: The car is capable of comfortably reaching speeds exceeding 150 MPH, but as the driver, how comfortable

04/16/2026

We’re excited to announce our new chapter: Professional Planning Services is now Simplicity Wealth Advisors.

While our name and look are changing, the core of what we do remains the same. This transition allows us to leverage enhanced resources and expanded service offerings, all designed to help you reach your financial goals with even greater clarity.

Whether you’re a long-term client or still considering working with us, our commitment to your success is stronger than ever. If you have any questions about this transition, please reach out to our team for assistance.

04/13/2026

If you only think about taxes once a year, you may expose more of your hard-earned dollars to taxes than is necessary. Let’s take a look at how a true long-term tax strategy goes beyond the annual filing ritual and how the components of a comprehensive strategy fit together in this week’s blog:

Many people may view taxes as a seasonal hurdle or a frantic scramble every spring to satisfy the IRS. But if you only think about taxes once a year, you may expose more of your hard-earned dollars to taxes than is necessary. A true long-term