The Simpson Firm

04/19/2026

High performers don’t wing important decisions.
They build systems. They build teams. They build structure.

Your income may be high—
but is your financial life organized to match?

Hashtags:
FinancialInfrastructure BuildToKeep WealthCoordination ProfessionalGrowth StrategicWealth

04/19/2026

You insure your health. You protect your home. You plan your career.
Why would your financial future be the one thing you leave unmanaged?

Serious families don’t guess.
They build a plan—and a team to guide it.

Hashtags:
LegacyBuilding FinancialSecurity FutureFocused FamilyWealth ResponsibleLiving GuidedPlanning

01/21/2026

https://www.thesimfirm.com/post/how-to-start-your-own-medical-practice-in-2026

A Comprehensive Guide for Healthcare Professionals: Dentists, Physicians, Optometrists, Specialists, Therapists, Psychiatrists, Veterinarians and all.Launching your own practice is one of the most rewarding steps in a clinician’s career—and one of the most complex. This guide distills what it ta...

01/19/2026

Why do so many athletes go broke shortly after retirement when they all have so many professionals working with them? 🤔 https://www.thesimfirm.com/post/the-most-important-first-hire-athletes-can-make-a-trusted-financial-advisor

By Frank Simpson — former college athlete; Managing Director / Senior Private Wealth Advisor, The Simpson FirmWhy this matters—nowWhen ESPN’s 30 for 30 documentary "Broke" aired in 2012, it spotlighted a hard truth that had been ricocheting around locker rooms for years: a striking share of pr...

01/18/2026

https://www.thesimfirm.com/post/should-you-take-out-student-loans-and-how-much-must-you-earn-to-pay-them-back-after-graduation

The reality check. Roughly 1 in 6 U.S. adults (42.7 million borrowers) currently has federal student debt, and the total balance sits around $1.63–$1.81 trillion depending on the data series and snapshot date. Published college sticker prices continue to rise in 2025–26, average tuition and fees...

01/18/2026

https://www.thesimfirm.com/post/how-much-life-insurance-do-i-need

Answer these three questions to protect the people you love.Life insurance isn’t just a policy—it’s a plan to replace your lifetime income, retire debts, and fund key goals if you’re not here. To get this right, start with three questions:1) Do You Have Life Insurance?If someone depends on y...

01/18/2026

https://www.thesimfirm.com/post/how-to-engineer-the-life-you-want-from-effective-budgeting

Budgeting isn’t restrictive—it’s intentional design. Done well, it becomes a system to fund the life you want today while building long‑term freedom. One of the simplest, most practical frameworks is the 50/30/20 rule, which organizes your after‑tax income into needs (50%), wants (30%), an...

01/18/2026

https://www.thesimfirm.com/post/what-you-need-to-know-before-filing-your-2025-taxes-filed-in-2026

Learn the 2025 federal tax brackets, the updated standard deduction, deductions you can still claim, lesser‑known strategies (like the Augusta Rule and hiring your children), IRA contribution deadlines for 2025, where the IRS is focusing audits, and how to plan for 2026. Includes effective tax rat...

01/18/2026

https://www.thesimfirm.com/post/how-much-money-will-you-need-in-retirement

Two Simple Rules—and Why They WorkMost savers ask a surprisingly tough question: “How much money do I need to retire?” The most practical place to start is with your desired annual lifestyle cost—what you expect to spend each year in retirement (housing, healthcare, taxes, travel, giving, ho...

03/17/2024

https://www.escapeartist.com/blog/6-countries-easy-get-residency-visa/

If you’re planning on moving out of the United States or becoming a digital nomad here are the countries where it’s easy to get a residency visa.

02/28/2024

A money tip you should share with your family and friends.

Are you looking for a way to save more money in 2024? Are you looking for retirement options that offers principal protection, tax deferral, and potential g...