Articles

Income Tax Checklist to Stay on Track

Tax time is upon us again, and that means gathering all of your documents needed and getting them in one place to make filing your taxes as easy as possible. We thought it would b...

February 19, 2021
Income Tax Checklist to Stay on Track
Marriage & Money - Tips for Couples

Prevent a Rift - Money Tips for Newlyweds & Not So Newlyweds! Research suggests that 70% of married millennial couples a...

February 03, 2021
Marriage & Money - Tips for Couples
Wimple (Wealth made Simple™) Launches Digital Financial Directory and Lands Enterprise Deal

Newly Launched Wimple Onboards First Enterprise Client, National RIA Beacon Pointe Advisors, Expands the Financial Advis...

By Wimple Support
December 08, 2020
Wimple (Wealth made Simple™) Launches Digital Financial Directory and Lands Enterprise Deal
DIY Financial Planning

The Wimple guide to DIY financial planning. Wimple is wealth made simple.

By Allan Lewis
June 12, 2020
DIY Financial Planning
10 Planning Opportunities Amidst the Coronavirus Pandemic

All Americans were impacted when the government intentionally shut down our economy in hopes of protecting citizens by limiting the transfer of the Coronavirus Disease (“COVID-19”...

November 20, 2020
Wimple
Don’t Make these Investing Mistakes – the Ultra-Wealthy Don’t Make Them

Do you think the ultra-wealthy (ultra-high-net-worth individuals) have a secret investing strategy? Do you think they know something you don’t? Surprise! They don’t. They know ju...

June 30, 2020
Don’t Make these Investing Mistakes – the Ultra-Wealthy Don’t Make Them