Helping you Lead a Life of Greater Financial Security and Personal Success
Investments play a key role in your financial security plan. A diversified portfolio that closely matches an investor’s financial profile and tolerance for risk is essential to a achieving financial freedom.
Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
Retirement planning today has taken on many new dimensions. Let us review your old 401(k) and show you the benefits of rolling it into an IRA.
Hi, my name is Cory Sims and I am the Managing Member and Investment Advisory Representative for Sims Investment Management, LLC. I received my BA...
Hi, I'm Sydney Engle, administrative assistant at Sims Investment Management. I've been with the company for about three years now....
Hi, I’m Joseph Higgins, Associate Wealth Management Advisor for Sims Investment Management, LLC. I graduated from the University of...
Hi, I’m Ryan Atkins, Investment Adviser Representative with Sims Investment Management, LLC. I graduated from the University of Cincinnati...
Hi, my name is Blake Bagshaw, and I’m an Investment Advisor Representative here at Sims Investment Management. I was born and raised in the...
Hi, I'm Jerry Allen Taylor. I'm a fourth-generation Cincinnatian who grew up in Westwood and I graduated from the School for Creative and...
All United States citizens are subject to income tax from the federal government, even those who are retired. Living on a fixed income in retirement can be difficult, so it’s important to plan accordingly for how you will be taxed to get an accurate picture of your financial health.
Here’s what you need to know about taxable income in retirement.
You’ve spent many years building your business from the ground up, working through the highs and lows of entrepreneurship. Now, as you’re nearing retirement age, it’s time to think about what will happen to your business when you’re no longer working.
Retirement can invoke a mix of conflicting emotions from anticipation to fear, excitement to anxiety. It’s one of the biggest life changes we experience in our adult lives. Most of us anticipate and save for it for decades. But, going from receiving a paycheck for most of your adult life to living off the wealth you have amassed is no doubt an unnerving transition.
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