Blog

How to Pick a Health Insurance Plan – Questions to Help You Choose

Navigating health insurance can feel overwhelming. With so many plans available (and only a limited window during open enrollment to make changes) it’s important to choose a plan that aligns with your needs, preferences, and financial situation.

Michael Reynolds, CFP® | June 9, 2025

What Is an S-Corp and How Do You Set One Up?

S-corps can offer significant tax advantages, but they also come with rules, responsibilities, and deadlines you need to understand.

Michael Reynolds, CFP® | June 2, 2025

Should I Form an LLC for My Business Activity?

The Limited Liability Company, or “LLC” is a very common type of business structure, and for good reason. It tends to be convenient and easy to establish and comes with some benefits to the owner. So how do you decide if you should form an LLC?

Michael Reynolds | May 27, 2025

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