Sims Insights

Should I Save or Spend My Tax Refund?
April 27, 2017

If you are among the estimated two-thirds of Americans who have received or are expecting a tax refund, you may be envisioning two different scenarios: spending it lavishly or saving it for a special occasion.


Making Healthcare a Key Part of Your Retirement Planning
April 20, 2017

Planning for retirement—envisioning yourself relaxing on a beach somewhere—can be very satisfying. While your retirement plans should include some fun, you should also plan for a future that includes potential health issues.


Green Financial Strategies in Support of Earth Day
April 12, 2017

Earth Day, April 22, is designed to support a healthy, sustainable environment and protect the earth for future generations. While finances and an environmental holiday might not seem to intersect, “green” or socially responsible investing is very popular.


The Best Passports for Elite Globetrotters
April 06, 2017

There are typically several factors important to elite travelers, chiefly visa-free travel, taxation, perception, dual citizenship and overall freedom. Learn more about the best passports for affluent travelers.


The Impact of Stress on Your Health
March 30, 2017

Stress and how you react and respond to pressure, is inevitable. However, not all stress is bad – a new home or a new job can inspire and motivate you. Nevertheless, chronic stress takes a toll on the body and mind.


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