Financial Planning Blog | Simplicity Wealth Management

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Simplicity Wealth Management LLC (referred to as “SWM”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. SWM does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall SWM be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials in this site, even if SWM or an SWM authorized representative has been advised of the possibility of such damages. In no event shall Simplicity Wealth Management have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

Simplicity Wealth Management is a registered investment adviser in the States of Virginia, California, and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by SWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

Featured

FEATURED POST

The Complete Guide to Donating Amazon Stock as an Employee

Understanding Deferred Compensation: Pros, Cons, and Key Considerations

Amazon Open Enrollment: Making the Most of Your Amazon Employee Benefits

Maximizing Your Google Employee Benefits: A Guide for Googlers

Donating Appreciated Shares of Meta Stock to a Donor-Advised Fund (DAF)

The Misogi Challenge: Applying Its Key Principles to Financial Planning

How Burnout Changed My Life

Want to slip out of your Golden Handcuffs and plan for financial independence?

It all starts with a conversation. Book a call with our CEO, Christine

We’ve prepared your guide for you…

Featured