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Blog

A person at a desk, using a calculator and writing in a notebook.

5 Tax-Saving Strategies to Keep More of Your Money

Cory Sims | May 8, 2025
Categories
Tax Planning
Retirement
A couple sitting on a couch working on a laptop together.

5 Smart Ways to Use Your Tax Refund in 2025

Cory Sims | May 1, 2025
Categories
Investments
Finance
Tax Planning
A person in a suit sitting behind a chessboard with their hands together in a "ready to play" position.

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Cory Sims | Apr 24, 2025
Categories
Investments
Retirement
Tax Planning
Doctor visit.

Health Insurance 101

Cory Sims | Apr 17, 2025
Categories
Insurance
Lifestyle
Giving an apple.

A Quick Guide to Planned Giving

Cory Sims | Apr 10, 2025
Categories
Lifestyle
Finance
Paper report.

Know Your Credit Score

Cory Sims | Apr 3, 2025
Categories
Finance
Credit
Houses in a neighbourhood.

Renting Your Home? Why Renter’s Insurance is a Must

Cory Sims | Mar 27, 2025
Categories
Property
Real Estate
Married couple a bench staring at ocean.

Do Spouses Need the Same Amount of Life Insurance?

Cory Sims | Mar 20, 2025
Categories
Insurance
Family
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How to Stay Invested in Volatile Markets Without Losing Sleep

Cory Sims | Mar 13, 2025
Categories
Investments
Risk Management
Savings
Two people working at a table in an office using a calculator.

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Cory Sims | Feb 27, 2025
Categories
Tax Planning
Investments
Retirement
Estate Planning
Real Estate
A business person in an open office working on a laptop.

How Hindsight Bias Hurts Investors

Cory Sims | Feb 20, 2025
Categories
Investments
A person walking on stone steps on an outdoor pond.

Planning for the Future: Essential Steps to Secure Your Retirement

Cory Sims | Feb 13, 2025
Categories
Retirement
Savings

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3322 Erie Avenue, Suite 200
Cincinnati, OH 45208

 

Hillsboro Office

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
The Better Business Bureau accreditation was issued to Sims Investment Management, LLC on 9/11/2017. A business is eligible for BBB accreditation if it meets the eight "BBB Standards for Trust” which consists of the following: build trust, advertise honestly, tell the truth, be transparent, honor promises, be responsive, safeguard privacy and embody integrity. Sims Investment Management, LLC pays a fee for accreditation review and ongoing monitoring by BBB. The inclusion of a BBB accreditation should not be construed as an endorsement of the investment advisory services provided by Sims Investment Management and is not indicative of the investment advisor's future performance. BBB logos and/or trademarks are property of their respective owners, and no endorsement of Sims Investment Management, LLC is stated or implied. BBB and Sims Investment Management, LLC, are not affiliated.
 
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