Sims Insights

How Your Finances Converge with Age on Three Key Items
November 17, 2016

What would you think are the top three financial factors that emerge as we get older? An easy issue to identify is the lessening of a steady source of income.

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How to Maintain Your Charitable Giving Efforts after Retirement
November 10, 2016

As the holidays approach, so do the requests for year-end donations. While it often feels wonderful to say “yes” to those in need, charitable giving should be a thoughtful strategy, rather than an impulse, particularly during retirement.

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The New Luxury of Travel
November 03, 2016

Boomers are opting for personalized luxury travel experiences. This type of travel takes you to places you would probably never venture on your own, and offers experiences that are tailored to your requirements and desires.

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Random Thoughts on HUD from Sims Mortgage Funding
November 01, 2016

We are pleased to introduce a new segment to our Capital Market Update contributions. Random Thoughts will cover diverse, often unconnected developments with HUD’s multifamily and healthcare mortgage insurance programs.

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Preparing Your Adult Children for Financial Independence
October 26, 2016

For the first time in 130 years, adults 18 to 34 are more likely to live with parents. Some are concerned about their children’s financial state, while others hope their children avoid struggles they once tackled.

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