Simon Financial Group

06/26/2026

What did it take to become the richest man in Babylon?

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

06/25/2026

Three steps may make a difference if you find yourself suddenly single.

Have you found yourself suddenly single? Here are 3 steps to take right now.

06/25/2026

Which is the final word: your beneficiary designations or your will?

Your beneficiary designations. In almost every circumstance, it’s beneficiary designations.

It's one of the most overlooked facts in estate strategies. The beneficiary forms on file for your retirement accounts, insurance policies, and other accounts are legally binding—and they almost always override whatever your will says.

A former spouse still listed on a retirement account can inherit it. Someone written out of your will entirely can still receive an insurance payout. Assets intended for your children may pass to someone else because a form was never updated.

This applies across the board—even to payable-on-death bank accounts. 📋

The good news: a beneficiary review takes minutes. 💙

When did you last review yours?

For more information, see our website at: https://www.saulsimon.com/blog



Resourcefully Yours

06/24/2026

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

06/24/2026

Most couples spend years preparing financially for retirement.

Very few have talked about what retirement will actually look like.

Not the number. The life.

👉 Where will you live?

👉 What will your days look like?

👉 What happens if one of you is ready to stop working and the other is not?

A 2025 Fidelity survey found that 48 percent disagree on the age they prepare to retire. And research from Ameriprise found that nearly two-thirds expect to retire at the same time, while only 11 percent actually do.

The gap between what couples assume and what they have actually discussed is where retirement quietly breaks down.

The good news is that most couples are not as far apart as they fear. They just have not had the conversation yet.

👉 If retirement is somewhere on your horizon, the most valuable thing you can do right now is not check your portfolio.

It is to sit down with your partner and start asking the questions you have both been putting off.

For more information, see our website at: https://www.saulsimon.com/blog



Resourcefully Yours

06/23/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

06/22/2026

Childhood attitudes and habits can determine your child's health in his or her adult years.

Healthy habits are one of the greatest gifts to give your child.

06/21/2026

There’s a version of your father you never knew.

The man who existed before you came along. Before the responsibility. Before the sacrifices. Before he quietly put his own dreams aside to help build yours.

Most of us only begin to understand that version of our fathers as we grow older. We start to see the weight they carried, the choices they made, and the lessons they taught—not always with words, but through their actions.

What fathers leave behind isn’t just memories. They leave a way of moving through the world. A standard of integrity. A work ethic. A commitment to family. A reminder of what it means to show up for the people who depend on you.

Dad, I miss our time together. I miss the conversations, the constant lessons, the insight, and the wisdom you shared so generously. So much of who I am today was shaped by your example, your guidance, and your love.

Today, I raise a glass to you. I celebrate your life with gratitude and carry your legacy forward with pride. Thank you for the values you instilled in me and for the countless ways you continue to influence my life every day.

Happy Father’s Day to every dad, grandfather, mentor, and father figure making a difference in the lives of others. Your legacy lives on in the hearts and actions of those you love.

Resourcefully Yours,
Saul

06/19/2026

Do you need umbrella insurance? Find out more.

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

06/19/2026

That's Abraham Lincoln's signature.

It appears on the Emancipation Proclamation, signed January 1, 1863.

Yet, it would be two and a half more years before enslaved people in Texas learned they were free.

They were kept in the dark on purpose.

On June 19, 1865, Union soldiers arrived in Galveston and delivered the news.

That's what Juneteenth commemorates.

It has been celebrated by Black Americans for more than 150 years and became a federal holiday in 2021. It's a day worth understanding, not just observing.

Wishing everyone a meaningful Juneteenth. 🤍



Resourcefully Yours