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Blog

Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.

Living the Dream: How to Plan for Your Ideal Retirement

Cory Sims | Jun 8, 2023
Categories
Retirement
A man sitting on a bench watching a plane take off

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Cory Sims | Jun 1, 2023
Categories
Lifestyle
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How to Boost Your Financial Literacy: 5 Simple Tips for Success

Cory Sims | May 25, 2023
Categories
Finance
Education
Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Cory Sims | May 18, 2023
Categories
Finance
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
Group of young professionals in a meeting. They are in a casual office setting

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

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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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