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So Simple Financial I strive to educate and advise my clients on their road to financial freedom

18/09/2023

What will your family do if you can't earn an income? Here are steps you can take today.

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

The savings rate is the government’s estimate of how much U.S. households are saving.
11/09/2023

The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?

Despite challenges from rising yields and credit downgrades, stocks staged a late-month rally. All eyes are now on the F...
11/09/2023

Despite challenges from rising yields and credit downgrades, stocks staged a late-month rally. All eyes are now on the Fed's upcoming meeting, while National Preparedness Month reminds us to get equipped for unexpected challenges.

I am a financial representative with Westshore Financial group, based in Tampa and I offer my services throughout the United States. I help my clients to plan their optimal retirement then give them the tools and guidance to reach that ideal. If you would like to learn more or schedule a consultatio...

a car? Consider gap to protect against losses that may not be covered by your current policy.
04/09/2023

a car? Consider gap to protect against losses that may not be covered by your current policy.

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

“The only things certain in life are death and taxes.” Benjamin Franklin
28/08/2023

“The only things certain in life are death and taxes.” Benjamin Franklin

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
21/08/2023

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
14/08/2023

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

August may be a hot and busy month for economic news, with investors closely monitoring Fed Chair Powell’s monetary poli...
10/08/2023

August may be a hot and busy month for economic news, with investors closely monitoring Fed Chair Powell’s monetary policy remarks in the upcoming Economic Policy Symposium in Jackson Hole. In the meantime, here are the latest labor market stats, inflation data, international market performance, sector trends, and more.

I am a financial representative with Westshore Financial group, based in Tampa and I offer my services throughout the United States. I help my clients to plan their optimal retirement then give them the tools and guidance to reach that ideal. If you would like to learn more or schedule a consultatio...

Your may impact what you pay for auto and home .
07/08/2023

Your may impact what you pay for auto and home .

Your credit score may influence how much you pay for auto and home insurance.

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