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Blog

Mother and daughter cooking and laughing

Making the Most of Your Tax Return

Cory Sims | May 11, 2023
Categories
Tax Planning
Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs

The Basics of Keeping a Balanced Investment Portfolio

Cory Sims | May 4, 2023
Categories
Investments
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Money Management 101: Tips for Your Kids Entering the Workforce

Cory Sims | Apr 27, 2023
Categories
Savings
Woman in a suit holding a piece of paper. She is in an office setting.

Pre-Retirement Preparedness: Planning for Your Career Exit

Cory Sims | Apr 20, 2023
Categories
Retirement
Grandmother and granddaughter knitting together

Retirement as a Single Woman

Cory Sims | Apr 13, 2023
Categories
Retirement
An exit sign in a modern office building

Small Business Owner Retirement: Dealing with an Unexpected Exit

Cory Sims | Apr 6, 2023
Categories
Retirement
A pair of reading glasses sitting on an open textbook. The book has content on taxes.

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Cory Sims | Mar 30, 2023
Categories
Retirement
Tax Planning
A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.

Divorce and Retirement: Here’s What You Need to Know

Cory Sims | Mar 23, 2023
Categories
Retirement
Savings
An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.

Why You Need an Investment Philosophy

Cory Sims | Mar 16, 2023
Categories
Investments
Finance
A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.

How Habits can Impact Your Finances

Cory Sims | Mar 9, 2023
Categories
Finance
Toddler standing at the bottom of a stone staircase

Investment Strategy: Where You Are Now vs. Where You're Headed

Cory Sims | Mar 2, 2023
Categories
Investments
Ten key accounting calculator on a soft yellow desk

Organization Tips to Help Take Time off Taxes

Cory Sims | Feb 23, 2023
Categories
Tax Planning

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Cincinnati, OH 45208

 

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8414 State Route 124

Hillsboro, OH 45133

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sim@simsinvestment.com

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Investment Advisory Services offered through Sims Investment Management, LLC, a Registered Investment Advisor with the SEC
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