0
Skip to Content
Keep It Simple Financial Planning
Home
About Us
Meet The Team
Our Story
Our Investment Philosophy
Keep It Simple Philosophy
Who We Serve
Services
Services and Fees
Blog
Contact Us
Resources
Client Portal
Chartbooks
FIRE Calculator
Compound Interest Calculator
Helpful Links
Keep It Simple Financial Planning
Home
About Us
Meet The Team
Our Story
Our Investment Philosophy
Keep It Simple Philosophy
Who We Serve
Services
Services and Fees
Blog
Contact Us
Resources
Client Portal
Chartbooks
FIRE Calculator
Compound Interest Calculator
Helpful Links
Home
Folder: About Us
Back
Meet The Team
Our Story
Our Investment Philosophy
Keep It Simple Philosophy
Who We Serve
Folder: Services
Back
Services and Fees
Blog
Contact Us
Folder: Resources
Back
Client Portal
Chartbooks
FIRE Calculator
Compound Interest Calculator
Helpful Links
Jason Hamilton 11/27/24 Jason Hamilton 11/27/24

Understanding the Impact of America's Growing Federal Debt

Read More
Video Jason Hamilton 10/1/24 Video Jason Hamilton 10/1/24

What Fed Rate Cuts Mean for Investors

Read More
Podcast Jason Hamilton 10/1/24 Podcast Jason Hamilton 10/1/24

Jason's Recent Feature On The Small Business Breakthrough Podcast

Read More
Jason Hamilton 9/25/24 Jason Hamilton 9/25/24

Which Retirement Income is Taxable?

Read More
Jason Hamilton 9/18/24 Jason Hamilton 9/18/24

The Backdoor Roth IRA: A Tax-Smart Strategy for High Earners

Read More
Video Jason Hamilton 9/9/24 Video Jason Hamilton 9/9/24

3 Investor Lessons From A Volatile Summer

Read More
Financial Professional, Fiduciary Jason Hamilton 9/8/24 Financial Professional, Fiduciary Jason Hamilton 9/8/24

The Financial Professional Spectrum: Understanding Your Options

Read More
Jason Hamilton 8/31/24 Jason Hamilton 8/31/24

The Invaluable Role of a Wealth Manager

Read More
Jason Hamilton 8/28/24 Jason Hamilton 8/28/24

Understanding the Roth IRA 5-Year Rule: Key Scenarios Explained

Read More
Jason Hamilton 8/28/24 Jason Hamilton 8/28/24

Mutual Funds, Index Funds, and ETFs: Understanding the Differences (Made Simple)

Read More
Jason Hamilton 8/17/24 Jason Hamilton 8/17/24

On Your Side: How Fee-Only Advisors Put Clients First

Read More
Jason Hamilton 3/21/24 Jason Hamilton 3/21/24

Your Complete Guide To Medicare and Getting The Best Retirement Healthcare Deals

Read More
Jason Hamilton 3/21/24 Jason Hamilton 3/21/24

Everything You Need To Guarantee A Safe and Financially Prosperous Retirement

Read More
Jason Hamilton 3/21/24 Jason Hamilton 3/21/24

Navigating Sector Performance in Relation to Economic Cycles

Read More
Jason Hamilton 3/21/24 Jason Hamilton 3/21/24

How Global Growth and Home Country Bias Impact Investors Today

Read More
Jason Hamilton 3/21/24 Jason Hamilton 3/21/24

Unwinding Medicaid – How Will This Affect Your Healthcare Bills And Retirement

Read More
Jason Hamilton 3/21/24 Jason Hamilton 3/21/24

Defeating Your Inner Saboteur: Essential Lessons from "Outwitting the Devil" by Napoleon Hill

Read More
Jason Hamilton 3/11/19 Jason Hamilton 3/11/19

Asset Location Strategies

Read More
Jason Hamilton 3/11/19 Jason Hamilton 3/11/19

Using Roth Conversions To Reduce Your Taxes In Retirement

Read More
Jason Hamilton 3/11/19 Jason Hamilton 3/11/19

How To Incorporate Charitable Giving Into Your Retirement Plan

Read More
Newer Posts
Older Posts

Company

FAQs

About

Disclosures

Home

Connect

Client Portal

Contact Us

Blog

© 2024-2025 KEEP IT SIMPLE FINANCIAL PLANNING. All Rights Reserved

Keep It Simple Financial Planning

333 CITY BLVD W, #1700
ORANGE, CA 92868, USA

INFO@KEEPITSIMPLEFINANCIAL.COM
877-673-8473 (877-6-RETIRE)