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Financial Guidance That Brings Clarity

Author: John Simkins

Tech

Reflections from the Library of Congress: Lessons on Change, Innovation, and Planning for Tomorrow

June 24, 2026 By John Simkins

John Simkins explores how technology has historically expanded human potential—but what does that mean for AI?

Retirement

The “To” Question: What Do You Want to Retire “To”?

March 4, 2026 By John Simkins

John Simkins offers perspective on how defining what you’re retiring “to” brings clarity to important decisions about lifestyle and location.

Tech

Embracing AI: From Tool to Essential Skill

November 28, 2025 By John Simkins

John explores AI’s basics, ways to leverage it effectively, and compares its rise to the way calculators transformed learning.

People

Taiwan Family-Owned Business: Lessons in Financial Clarity, Pt. 1

August 20, 2025 By John Simkins

John Simkins reflects on global research presented at the 2025 CSHCR conference in Taiwan, highlighting the financial dynamics of family-owned businesses across generations and cultures.

Certification

Certified Investment Management Analyst®, CIMA® certification

January 7, 2025 By John Simkins

John Simkins’ shares his personal journey of achieving the Certified Investment Management Analyst (CIMA®) certification, highlighting the challenges and skills gained in portfolio construction, risk management, and behavioral finance.

People

Things to Think About with a New Child or Grandchild

January 12, 2024 By John Simkins

As he welcomes the birth of a new grandchild into his family, John Simkins shares things to think about when planning for a new child or grandchild.

Retirement

Are You Ready for Your Decumulation Phase?

November 3, 2023 By John Simkins

John Simkins explores the important shift in retirement planning from accumulation to decumulation.

Retirement

My Recent Meeting with an Elder Law Attorney

July 27, 2023 By John Simkins

Navigating the complexities of Medicaid Spenddown, John Simkins shares his insights from a recent meeting with an elder law attorney.

People

Passing on a Legacy of Financial Independence

June 28, 2023 By John Simkins

John Simkins reflects on the opportunity to shape future generations’ relationship with money by passing on a legacy of financial independence and fiscal responsibility.

investing

Ask An Advisor Series – Is My Bank Account Safe?

April 5, 2023 By John Simkins

In this edition of the Ask An Advisor Series, John Simkins answers frequently asked questions about Silicon Valley Bank’s closure.