Check out our new estate planning partner, BeyondWill + We're excited to announce our newest SIM employee, Vanessa Darley!
September 2024 Newsletter
Check out our new Legacy Letter Challenge + we're happy to introduce our newest SIM employee, Caroline Perry!
August 2024 Newsletter
Midyear Update + Charity Fundraiser!
July 2024 Newsletter
SIM has moved! Come check out our new office and buy some lemonade to support a great cause!
June 2024 Newsletter
The State of Social Security
May 2024 Newsletter
Congratulations to our advisor Blake Bagshaw for passing his CFP exam and completing all the requirements to be a Certified Financial Planner!
April 2024 Newsletter
End of Tax season - Clients have until the tax deadline on 4/15 to make prior year contributions. The contribution limit for 2023 is $6,500 and for those 50 and older the limit is $7,500.
March 2024 Newsletter
It's tax season! Please remember to notify your tax preparer if you completed any IRA contributions this past year!
Febuary 2024 Newsletter
Happy new year! The 401(k), HSA, and IRA contribution limits went up this year. Please reach out to your HR or payroll department to increase your monthly withholdings for 2024.