Adam Simon, partner/wealth management advisor, Succession Wealth Planning

Home
United States
Pewee Valley, KY
Adam Simon, partner/wealth management advisor, Succession Wealth Planning

Helping clients achieve financial confidence. Licensing: Licensed Financial Professionals Across the U.S. | WPFG

11/03/2026

Many retirement plans are stress-tested for market crashes, inflation, and longevity, but fewer are tested against the possibility that managing money will become harder.

10/29/2026

Market swings tempt many near-retirees to move to cash. A financial coach explains when it’s smart planning and what to ask before you sell.

10/28/2026

Sometimes, I mean most of the time you can rely on the fundamentals. Have a great rest of the week!

This as-told-to essay is based on a conversation with Gary Brecka, co-founder of Ultimate Longevity Center.

10/27/2026

The Tampa Bay Rays and Milwaukee Brewers are meeting in the Fall Classic despite their low payrolls. It’s a matchup that runs counter to MLB’s relentless quest to bring a salary cap to baseball.

10/26/2026

Many tax-related decisions can be time-sensitive, making the months leading up to year-end an important time for planning. Whether you’re considering charitable giving, retirement savings, or other investment decisions, now may be a good opportunity to review your options and coordinate with your tax professional. Let’s connect.

10/22/2026

Voters in more than a dozen states are considering tax-related amendments in November.

10/20/2026

Social Security recipients will get a 3.6% raise for 2027, a bigger-than-average bump as energy prices continue to fuel inflation.

10/15/2026

Soaring stock prices might be a major reason the US workforce has been shrinking.

10/14/2026

I guess it will be like the movie Casino, where we have to talk to each other in running cars with the stereo at top volume. Use your heads, folks, because it's all out there. Have a great week!

Privacy, employee data and the demands of AI.

10/13/2026

Big cities, which have a population over 250,000, come with specific financial and lifestyle benefits. But for some retirees, those benefits may not be enough to outweigh the crowding, cost of living, and busy pace of life.

Address

313 Lagrange Road Suite 313
Pewee Valley, KY
40056

Website

https://www.successionwealthplanning.com/

Alerts

Be the first to know and let us send you an email when Adam Simon, partner/wealth management advisor, Succession Wealth Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.