Retirement as a Single Woman
Submitted by Sims Investment Management, LLC on September 9th, 2021If you’re in the 29 percent of women between ages 50 and 64 who are single, you may be wondering what retirement will look like.
Our Why
Helping you Lead a Life of Greater Financial Security and Personal Success
Investments
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.
Your Finances
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
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.
AWMA®, CRPC®, CES
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...
Associate Wealth Management Advisor
Hi, I’m Joseph Higgins, Associate Wealth Management Advisor for Sims Investment Management, LLC. I graduated from the University of...
Executive Administrative Assistant
Hi, I'm Sydney Engle, administrative assistant at Sims Investment Management. I've been with the company for about two and a half...
Cincinnati OH Area Solicitor President of Integrated Financial Strategies
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...
Latest Blog Posts
Pre-Retirement Preparedness: Planning for Your Career Exit
Submitted by Sims Investment Management, LLC on September 2nd, 2021This is it. You’re zeroing in on your retirement years. You’ve been planning this for decades, but are you really ready? If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career. Here’s what you should be doing to prepare.
Making the Most of Your Tax Return
Submitted by Sims Investment Management, LLC on August 26th, 2021Tax season is officially over, and many of us are looking forward to our tax returns hitting our bank accounts. While some may choose to spend their return on a special treat, others may want to use the extra funds to boost their investments. If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
