• 5 Moves to Make in Volatile Markets

    With the worst start to the year in stock market history, what moves should you make to recover?

    Join Simply Money's Nathan and Ed on Tuesday, February 23 for a complimentary education session.

    Learn more now

  • Your 2016 Tax Planning Guide

    Get tax-smart tips and the latest changes in tax code that affect your finances.

    Download your free report

  • Guiding financial futures for 20 years.

    Simply Money and its team of professionals represent experience and longevity. Let us guide your next 20, 30, and 40+ year milestones.

    Who we are

  • Start your 2016 financial resolutions with us!

    Explore your options. Find out if a free consultation is right for you.

    Let's talk

  • We make money simple.™

    Simply Money makes sense of the financial world and its effects on you.

    Your Simply Money Point

You have the right to a secure financial future.
Find out how we can serve as your financial guide as we listen and then develop a financial plan to help you achieve your goals and live your dreams.


    Recent Blog Posts

  • February 12, 2016

    Simply Money's 5 Moves In Volatile Markets

    You’re invited to join Simply Money's "Trusted Money Guys” Nathan Bachrach and Ed Finke, in person, to learn more about the Five Moves you should consider in today's volatile markets.   

  • February 10, 2016

    Is Cupid In Your Budget?

    If you’re a follower of Simply Money, you know how committed we are to the hard-and-fast rules of living below your means, asset allocation, and long-term planning. But we are not blind (or naïve) to matters of…

  • February 08, 2016

    Is This What Full Employment Looks Like?

    Markets dropped last week on mixed economic data and a selloff in the tech sector amid weak earnings. In this week’s update, we wanted to dig deeper into a major economic indicator that drives market analysis and…

    What's Next

  • February 19, 2016 7:50 AM

    FOX19 NOW Simply Money live Q&A

    Every week, Nathan stops by the FOX19 NOW studios to answer viewer questions.

  • February 12, 2016 2:00 PM

    FOX Business: "The Intelligence Report with Trish Regan"

    Simply Money's Nathan Bachrach will join host Trish Regan live to talk markets, investing, the economy, and more.