Simon Financial Group

\$100 not spent is more like \$143. Intrigued?

Stop Wasting Money One way to find money is to examine your current spending habits and eliminate money wasters.

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

Insuring Your Business Against Cyber Liability 90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Some days on the calendar mean more than others. Today is one of them. 💙

If someone you love has faced a cancer diagnosis, you know the journey doesn't end when treatment does. The fear doesn't just disappear. The follow-up appointments keep coming. And somewhere in the middle of all of it, there are these unexpected moments of pure gratitude that are hard to put into words.

Cancer doesn't just touch one person. It's the spouse who rearranged their whole life. The kids who grew up faster than they should have. The friends who showed up and kept showing up.

Behind every survivor is a family that went through it too.

Today is for all of them.



Resourcefully Yours

I’m honored to share that the Alzheimer’s Association recently received a $1,000 grant from the Osaic Foundation in recognition of my volunteer involvement and ongoing commitment to the fight against Alzheimer’s disease.

This cause is deeply personal to me. My father battled dementia before his passing, and many friends’ families are facing the same challenges of this disease. Like so many families, we have experienced firsthand the emotional, financial, and caregiving impact Alzheimer’s can have on loved ones.

Through our annual “Getting Ahead of Alzheimer’s” initiatives and the incredible generosity of our community, we have raised nearly $700,000 over the past five years to support Alzheimer’s care, support, and research. This year’s effort has already raised $95,000, and our goal is to surpass $100,000.

If this cause has touched your family or someone you know, I invite you to join us in making a difference. Every dollar helps, and every contribution brings us one step closer to a world without Alzheimer’s.

Support our team here:
https://act.alz.org/site/TR/Walk2026/FL-SoutheastFlorida?pg=personal&px=12748567&fr_id=19534

I’m also proud that Simon Financial Group continues to support causes that make a meaningful difference in the lives of families throughout our community.

Resourcefully yours,
Saul Simon, CFP®, CFS®

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

Medicare Advantage Plans (Medicare Part C) Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

How Much Home Can I Afford? Estimate how much home may fit within your budget based on income and expenses.

It’s Alzheimer’s & Brain Awareness Month 💜

This cause is deeply personal to me.

I watched my father battle dementia, and today I continue to witness the impact this disease has on families, caregivers, and loved ones every single day. Alzheimer’s doesn’t just affect memory — it changes relationships, routines, emotions, and entire families.

Over the past five years, I’ve been honored to help lead and participate in efforts supporting Alzheimer’s awareness, education, and fundraising. Together, through our “Getting Ahead of Alzheimer’s” events and the incredible support of our community, we’ve raised nearly $700,000 — including $85,000 this past year alone.

One thing I’ve learned:
Families are often so focused on caregiving that the legal, financial, and planning side quietly gets delayed.

Who has the authority to make decisions if something changes?
Is there a long-term care strategy?
Does everyone know where important documents are?
Have the difficult conversations happened before a crisis?

A power of attorney.
A healthcare directive.
A conversation about wishes, care, and finances.

These discussions are much easier when everyone is healthy and clearheaded — not during an emergency.

If you have aging parents or loved ones, let this month be a reminder to start the conversation. It may become one of the most important conversations your family ever has.
With gratitude to everyone helping fight this disease and support the families affected by it. 💜



Resourcefully Yours

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.

Coaches Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

June means a lot of different things to a lot of different people.

Weddings. Graduations. The first real stretch of summer. Long evenings and open calendars.

For many people, it also means Pride Month, a time to celebrate the freedom to live openly and authentically.

Whatever June means to you and your family, we hope it is full of the people and moments that matter most.



Resourcefully Yours