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Blog

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
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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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Why Financial Professionals Are Still Important

Cory Sims | Feb 16, 2023
Categories
Robo Advisors
Finance
A calculator and a pen on top of a graph

5 Year-End Tax Planning Opportunities

Cory Sims | Feb 9, 2023
Categories
Tax Planning
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Charitable Giving: Doing Your Due Diligence

Cory Sims | Feb 2, 2023
Categories
Finance
Tax Planning
Man sitting on a park bench and working on a laptop

Financial FAQs

Cory Sims | Jan 26, 2023
Categories
Finance
Retirement
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What does "Wealth" Mean to You?

Cory Sims | Jan 19, 2023
Categories
Finance
Lifestyle
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It's Never Too Late to Save for Retirement

Cory Sims | Jan 12, 2023
Categories
Retirement

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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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Sims Investment Management, LLC BBB Business Review

 

 

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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