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Helpful Links

In addition to these helpful resources, we also work closely with a team of professionals that assist us with the retirement and financial planning needs of our clients.

Helpful Links

Look Up Your Stock Broker
Look Up Your Fiduciary Advisor
Look Up Your Insurance Agent
Safe Money Places
Ed Slott, IRA Expert
MyMoney.Gov
SEC: Intro to Mutual Fund
FINRA Fund Analyzer
Healthcare.Gov

Tax Planning

IRS Deductions & Exemptions for 2017
IRS Rules for IRA’s
Tax Payers Guide to 2017
Income Taxes & Your Social Security Benefits
How The Rich (and Poor) Avoid Paying Income Taxes
Serial Backdoor Roth, A Tax-Free Retirement Kitty

Social Security

Social Security Tax Withholding Form
Your SS Statement Online
Benefits for Spouses
Understanding the Benefits (PDF)
What Every Women Should Know (PDF)
What You Need to Know When You Get Retirement Benefits (PDF)
Direct Deposit
When People Need Help Managing Their Money
Self Employed Individuals (PDF)
Windfall Elimination Provision (WEP) (PDF)
Survivor Benefits (PDF)
How Social Security Can Help When a Family Member Dies (PDF)

Retirement & Income Planning

Are You On Track to Retirement
Retiring on CDs Not Viable
New Retirement Income May Allow Boomers to Retire
Make Your Savings Last as Long as You Do
Inspect the Fees In Your 401(k)

Videos

Kentucky Math (comical)
What is a Fiduciary & Should I Care?
Why Get Independent Advice?
Can You Trust Rob Advisors
National Debt & Deficit by Tony Robbins
60 Minutes – 401(k) fees
Social Security Retirement Planning Matters
Social Security Can Help You Plan For Retirement

Calculators

Life Expectancy
Are You Saving Enough For Retirement?
SEC Retirement Calculators
Social Security Benefits Calculators
Social Security Retirement Calculators
Social Security Retirement Estimator
SS Windfall Elimination Provision (WEP) Calculator
Retirement Calculator
Millionaire Calculator
Mortgage Qualification Calculator
Mortgage Payment Calculator
Car Loan Calculator
Inflation Calculator
Investment Yield Calculator

Life Insurance

Creating Your Legacy of Love
Turn Life Insurance Into an Investment

Medicare/Healthcare

Understanding a Health Savings Acct (PDF)
Medicare.Gov
Applying for Medicare Only
Apply for Medicare
Understanding Medicare Enrollment Periods (PDF)
Extra Help with Medicare Rx Drug Plan Costs

SimplePath Retirement, LLC is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Your Insurance Professional and Registered Investment Adviser is not permitted to offer, and no statement contained herein shall constitute tax, legal or Investment advice. You should consult with a legal or tax professional on any such matters.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor. Simple Retirement, LLC and Global Financial Private Capital, LLC, are not affiliated.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits, guarantees or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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