Simon & Simon Financial LLC

07/13/2026

With travel costs rising, many families are looking for ways to enjoy summer without breaking their budget. That's why staycations are becoming extremely popular, offering the chance to explore local attractions, restaurants, and entertainment right in your own backyard.

No matter where you live, have you considered a staycation this summer? If you are rethinking your budget and want to make sure it includes staycations, vacations, or any other financial goals you have in mind, our team is here to help you review and plan. Contact us! 985-900-2510.

This material is provided as a courtesy and for educational purposes only. Please consult your investment professional, legal or tax advisor for specific information pertaining to your situation. This site contains links to articles or other information that may be on a third-party website. Advisory Services Network, LLC is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

A new study revealed the U.S. cities that are the best spots to spend a "staycation" this summer with friends and family. Some are in California, Florida and other states.

07/08/2026

Most of you may not know, but July is Good Care Month, and this is a reminder that caring for the people we love often starts with planning ahead. Long-term care planning is part of that. With a shared room at a nursing facility averaging around $9,000 per month, make sure you have a plan in place for this expensive possibility in order to protect your spouse and heirs from having to spend down all your assets to qualify for government assistance. Today’s hybrid strategies can include in-home help with the daily activities of living, too.

Taking the time to have these conversations today can help make future decisions easier knowing everyone is cared for when it matters most. Contact us to discuss more! 985-900-2510.

This material is provided as a courtesy and for educational purposes only. Please consult your investment professional, legal or tax advisor for specific information pertaining to your situation.

07/04/2026

Happy 4th of July! As we celebrate our nation's independence, we're also celebrating a historic milestone: the 250th birthday of the United States of America! Enjoy a safe and joyful weekend!

07/01/2026

Financial freedom usually doesn’t look the same for everyone. If your goal is to retire comfortably, create more flexibility, or simply feel confident about your future, the first step should still involve building a plan that aligns with what matters most to you. This National Financial Freedom Day, take a moment to think about where you see your future, and let’s start a conversation about how to get there! 985-900-2510.

This material is provided as a courtesy and for educational purposes only. Please consult your investment professional, legal or tax advisor for specific information pertaining to your situation.

06/28/2026

It’s National Insurance Awareness Day and you may want to take a fresh look at your coverage! Many insurance policies today can offer added flexibility, from access to funds during your lifetime, to support for unexpected health needs or retirement planning. If it’s been a while since you reviewed your policy, work with our team to help make sure it still aligns with your goals. Contact us at 985-900-2510!

This material is provided as a courtesy and for educational purposes only. Please consult your investment professional, legal or tax advisor for specific information pertaining to your situation. This site contains links to articles or other information that may be on a third-party website. Advisory Services Network, LLC is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

06/26/2026

We encourage everyone to get tax advice from their team now, while you still have plenty of time to take action. In our latest blog article we wanted to give you a few things to consider for tax planning for informational purposes only. Check it out here:

Many new large and complex tax laws have been passed in the last decade, with clauses slowly taking effect through time.

06/23/2026

Summer officially kicked off on June 21st, the longest day of the year. From here on out, the days slowly start getting shorter… so how are you making the most of the time ahead?

It’s time to start checking off that summer bucket list!

06/21/2026

Today we celebrate all the fathers and father figures, and the guidance they give!

06/18/2026

Life insurance can not only provide protection, but it can also potentially play a role in your retirement planning. Beyond the death benefit, certain policies can build cash value over time, offer tax-advantaged growth, and provide flexible access to funds that may support your income needs.

Contact us today to review how using life insurance strategically may fit into your overall financial strategy. 985-900-2510.

This material is provided as a courtesy and for educational purposes only. Please consult your investment professional, legal or tax advisor for specific information pertaining to your situation. This site contains links to articles or other information that may be on a third-party website. Advisory Services Network, LLC is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

Life insurance isn’t just a death benefit. Experts say whole life & hybrid policies play a role in retirement planning, offering tax advantages & flexibility.

06/15/2026

We’re already halfway through the year… and now halfway through June. Time flies when you’re living out your retirement dreams, am I right!?

Not retired yet? This is your sign to check in. Are you still on track with your goals? Are your plans aligned with where you want to be?

If you need a second look or a mid-year review, we’re here to help. Contact us at 985-900-2510!