What are the opening hours?

Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Simplicity Wealth Management

Home
United States
Glen Allen, VA
Simplicity Wealth Management

Simplicity Wealth Management is a Fee-Only Financial Planning firm offering Financial Planning and I

08/27/2026

Thinking about stepping away from work for a while? A well-planned financial runway can help protect you from surprises and a slower-than-expected return to work. 💰

Here are three savings funds worth building:

1️⃣ An emergency reserve of three to six months of essential expenses, kept separate from your sabbatical spending.

2️⃣ A sabbatical fund holding what you expect to spend during the break in cash or other stable, accessible holdings.

3️⃣ A re-entry reserve for the job search after your break, since recruiting cycles can run long for senior or niche roles. 🧭

Knowing your numbers ahead of time makes the whole break feel more relaxing. Read the full article for how to plan each one. 👉 https://simplicitywm.com/planning-a-sabbatical-from-your-tech-job-how-to-plan-financially/

08/25/2026

In tech, your paycheck may be only part of what you're walking away from when you take a sabbatical. 💼

RSUs, stock options, and employer contributions can add up to real money, and leaving at the wrong time may mean forfeiting some of it.

Here are three things to review before you give notice:

1️⃣ RSU vesting dates and the value of shares you may forfeit by leaving before future grants vest. 📈

2️⃣ Stock-option exercise windows, since some plans require you to exercise vested options within a short period after employment ends. 🗓️

3️⃣ Your 401(k) match, HSA eligibility, and other benefits that end when your employment does.

A sabbatical can still be the right move once you understand what changes. Read the full article for the complete picture. 👉 https://simplicitywm.com/planning-a-sabbatical-from-your-tech-job-how-to-plan-financially/

08/21/2026

📚 What I’m Reading: 1929 by Andrew Ross Sorkin

If you enjoy books about markets, history, and human behavior, put this one on your list. Sorkin brings the 1929 stock market crash to life through the people, decisions, speculation, and overconfidence that helped drive the market from euphoria to collapse.

It's a great pick for investors, history buffs, and anyone curious about what happens when optimism turns into overconfidence. 📈

Have a similar book you’d recommend? Send it my way! 📖

#1929

08/19/2026

If you're planning a sabbatical or career pause, health insurance is one of the easiest costs to underestimate. 🩺

Your employer coverage may end on your final day of work or at the end of the month, so it helps to know your options before you give notice.

Here are three coverage paths worth comparing:

1️⃣ COBRA lets you keep your employer's plan for a limited time, though you generally pay the full premium plus an administrative fee.

2️⃣ ACA Marketplace coverage can qualify you for a Special Enrollment Period, and you generally have 60 days after losing job-based coverage to enroll. 📅

3️⃣ A spouse's plan, Medicaid, or CHIP may be options too, depending on your household income and situation.

A little planning here can save you from a costly gap in coverage. Read the full article for more details on planning a sabbatical from your tech job. 👉 https://simplicitywm.com/planning-a-sabbatical-from-your-tech-job-how-to-plan-financially/

08/11/2026

💻📊 RSUs don’t have to add complexity to your financial life. Instead, they can create new possibilities.

For many tech professionals, equity compensation has become a significant part of their overall rewards package. While RSUs require thoughtful planning, they can also open the door to opportunities that may not fit easily into a traditional budget:

🌎 A bucket list vacation.
🏡 A major life milestone.
💡 A meaningful goal you’ve been putting off.

🔗 Read our latest blog post to learn how to use your RSUs intentionally and turn your equity compensation into a once-in-a-lifetime opportunity. https://simplicitywm.com/how-to-turn-your-rsus-into-an-epic-vacation-a-step-by-step-guide/

11/12/2025

We’ve all been there 🙋‍♀️ — make a decision first, then go find “proof” it’s the right one. That’s called confirmation bias, and it’s sneaky.

Here’s a better approach: before you charge ahead, find someone who disagrees with you and really listen. Not to win the argument, but to understand their perspective. 🧠💬

You might still make the same choice, but it’ll be a smarter one.

11/07/2025

I'm currently diving into 🇮🇹 Rick Steves’ Italy — the ultimate guide for anyone dreaming of pasta and piazzas. What I love about Rick’s books is how he blends practical travel tips with history, art, and those charming local details that make you feel like you’re already there.

If you’ve read other Italy guidebooks you love (especially ones that go beyond the tourist hotspots), I’d love your recommendations! ✈️ Can’t wait for the day I get to put all these notes to good use on my next adventure. ❤️🇮🇹

11/05/2025

🎁💡 Ready for the upcoming changes from the One Big Beautiful Bill Act (OBBBA)? Here are 3 strategies to help you get ahead and make your charitable giving more tax-efficient:

1️⃣ Use a Donor-Advised Fund (DAF) – Contribute cash or appreciated assets this year, claim the deduction now, and distribute the funds later when it fits your giving goals.

2️⃣ Donate Appreciated Non-Cash Assets – Gifts of stocks, real estate, or other appreciated property can avoid capital gains and may offer greater tax efficiency than cash donations.

3️⃣ Bunch Your Donations – Combine multiple years’ worth of charitable gifts into one year to exceed deduction thresholds now, and use standard deduction in the following year when rules become less favorable.

💡 With tax law shifts on the horizon, strategic giving today might mean lower taxes and a bigger impact for your favorite causes.

📖 Want to dig deeper into how these changes might affect your giving strategy and tax plan? Check out our latest blog post on optimizing your charitable contributions before 2026. https://simplicitywm.com/how-the-obbba-impacts-charitable-giving-and-deductions/

10/31/2025

🎁💡 Looking for a smarter, more flexible way to give back? A Donor-Advised Fund (DAF) might be the answer.

A DAF lets you:

1️⃣ Give Now, Decide Later – Contribute to your fund today, receive an immediate tax deduction, and choose charities to support on your own timeline.

2️⃣ Donate Appreciated Assets – Gift stock, real estate, or other non-cash assets to avoid capital gains and maximize your impact.

3️⃣ Simplify Your Giving – Manage all your charitable contributions in one place—making it easier to track, plan, and grow your philanthropic goals.

✨ Whether you give occasionally or strategically each year, a DAF can help you make a lasting impact while aligning generosity with smart tax planning.

10/29/2025

🎁💡 Big changes are coming to charitable giving in 2026 under the One Big Beautiful Bill Act (OBBBA).
Here’s what to know:

1️⃣ New minimum giving threshold – Only donations exceeding 0.5% of your AGI will count toward deductions.

2️⃣ Cap for top earners – The maximum value of a charitable deduction will drop from 37% to 35%.

3️⃣ Universal deduction – Non-itemizers can deduct up to $1,000 ($2,000 for couples) for cash gifts.

💡 If you give regularly, consider accelerating donations into 2025 to take advantage of today’s more favorable rules.

📖 Want to dig deeper into how these changes might affect your giving strategy and tax plan? Check out our latest blog post on optimizing your charitable contributions before 2026. https://simplicitywm.com/how-the-obbba-impacts-charitable-giving-and-deductions/

Address

Glen Allen, VA
23060

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Website

http://www.simplicitywm.com/

Alerts

Be the first to know and let us send you an email when Simplicity Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Simplicity Wealth Management: