Blog

Should I Buy a Duplex?

Thinking about buying a duplex? Learn the pros and cons, from financing and maintenance to tenant management and resale value, to decide if it's the right investment for you.

Michael Reynolds, CFP® | May 12, 2025

Medicare Enrollment 101 – A Guide to Help You Sign Up for Medicare

We’ll review the basic parts of Medicare, enrollment deadlines, how to enroll, and some common costs you can expect.

Michael Reynolds, CFP® | May 5, 2025

What is a Buffered ETF and How Does It Work?

Buffered ETFs offer downside protection with capped gains, making them an attractive option for cautious investors. Learn how buffered ETFs work and when they might fit into your portfolio.

Michael Reynolds, CFP® | April 28, 2025

So You Started a Business – Now What?

You’ve taken the leap and started your own business. First, congratulations! It takes courage to step out on your own and build something from scratch. But now that you’re officially in business, what comes next?

Michael Reynolds, CFP® | April 21, 2025

3 Ways to Improve Your Tax Filing Process Next Year

Tax season can feel overwhelming, especially when you’re scrambling to pull everything together at the last minute. Whether you file your own taxes or work with a tax professional, an organized approach can help reduce stress and improve your outcome.

Michael Reynolds, CFP® | April 14, 2025

10 Budgeting Myths That Keep People from Using a Budget

Creating and following a budget is one of the most powerful ways to gain control over your finances. But despite its benefits, many people avoid budgeting altogether. Why?

Michael Reynolds, CFP® | March 31, 2025

How to Claim Your Tax Credits for Adoption Expenses

Adoption can be one of the most meaningful experiences in life—but it's no secret that it can also come with significant costs. Fortunately, the IRS offers adoption tax benefits designed to offset some of these costs. If you’re planning to adopt or have recently completed an adoption, it’s worth understanding how to claim these valuable tax credits.

Michael Reynolds, CFP® | March 24, 2025

Should I Repair or Replace My Car?

If you've ever owned an older car, you've probably faced the tough choice: Should you spend the money to repair it, or is it finally time to buy something newer? This is a common situation, and it's totally normal to feel a bit torn between the practical side of things and your emotional connection to your vehicle.

Michael Reynolds, CFP® | March 17, 2025

What Are My Options For College Savings For My Child?

Saving for your children's college education is one of the most important financial decisions you'll make as a parent. With the cost of higher education rising steadily, it's a great idea to start planning early and understand your options.

Michael Reynolds, CFP® | March 10, 2025