Blog

How to Avoid Probate on Bank Accounts

Many people often overlook their bank accounts when it comes to estate planning but it's important to include those assets in your estate plan. Even if the accounts are smaller, anything you can do to streamline the process of settling your estate helps make life easier for your loved ones.

Michael Reynolds | September 29, 2023

How to Start a Business for Less Than $1,000

Having started (and in some cases, sold) multiple businesses, I'm here to tell you that it doesn't have to be difficult or expensive to start a business. It's hard work and it's absolutely not easy. But I'm going to walk you through how to start a simple business for less than $1,000.

Michael Reynolds | September 14, 2023

The Taxable Brokerage Account – An Underrated But Powerful Investing Tool

The taxable brokerage account is often overlooked in investment discussions, but it can be a powerful tool for growing your wealth. Unlike tax-advantaged accounts like IRAs or 401(k)s, taxable brokerage accounts don't offer any tax benefits upfront. However, they come with their own set of advantages that make them worth considering.

Michael Reynolds | September 1, 2023

The Process and Timeline for Buying Your First Home

From determining your budget and securing pre-approvals to house hunting and closing the deal, there are a number of steps to consider along the way. Let’s dig into the process and timeline for buying your first home.

Michael Reynolds | August 21, 2023

How to Sell Your Business

Whether you plan to sell your business or not, it can be valuable to start thinking about how to increase its value now so that you have options in the future. So what do you need to have in place to sell your business?

Michael Reynolds | August 14, 2023

How to Stop Overspending and Regain Control of Your Finances

83% of Americans say they overspend. 44% say they usually use a credit card to pay for the additional purchases they make when going over budget. How do we break free from the cycle of overspending?

Michael Reynolds | August 10, 2023

Unlocking the Triple Tax Benefit – How an HSA Can Maximize Your Savings

HSAs can be used for health care expenses in the short term, but it’s also possible to unlock massive potential for long-term financial planning. Understanding the workings of an HSA is a powerful way to supplement your other investments and save money in the long run.

Michael Reynolds | July 31, 2023

Where Should My Next Dollar Go?

This flowchart covers important factors you need to consider when determining where your next dollar should go.

Michael Reynolds | July 24, 2023

How to Build Wealth in Every Stage of Life

Financial strategies are not “one size fits all” and they change as we progress through different stages of life. Your money habits in your 20s may not be as effective in your 40s or 50s.

Michael Reynolds | July 22, 2023