Important Numbers for 2024

Here is a brief summary of some of the changes for 2024 followed by a more in-depth downloadable PDF at the end.

Michael Reynolds | November 30, 2023

How to Set Up a Household Budget – A Template for Categories and Groups

When you're setting up your budget for the first time, it can often be intimidating to stare at a "blank sheet of paper" trying to come up with your budget categories. So I'm sharing the budget template I use with my clients to help them get started.

Michael Reynolds | November 20, 2023

Estate Planning – Choosing Between a Will and a Trust for Peace of Mind

When it comes to securing your legacy and ensuring your loved ones are taken care of, estate planning is the cornerstone of peace of mind. As you navigate this process, one of the primary decisions you'll face is choosing between a will and a trust (or possibly both).

Michael Reynolds | November 13, 2023

Are You a Victim of Recency Bias? Understanding and Overcoming its Impact on Your Investments.

Understanding recency bias is the first step to overcoming its potentially negative impact on your investments.

Michael Reynolds | November 6, 2023

How to Get Your Estate Planning Documents Notarized

With all these options available, there is no reason not to get your estate planning documents properly executed. Don't delay any longer.

Michael Reynolds | October 30, 2023

What Issues Should I Consider When Establishing And Maintaining My Emergency Fund?

Let's delve into crucial considerations to ensure your emergency fund is not only sufficient but also aligned with your broader financial goals and life situations.

Michael Reynolds | October 23, 2023

Do Debit Cards Offer Fraud Protection?

Many people believe that debit cards don't offer the same protections as credit cards. But it's not quite that simple.

Michael Reynolds | October 9, 2023

An Overview of Flow-based Budgeting

If you have struggled with budgeting in the past and you are looking for something that "goes with the flow" a bit more, flow-based budgeting system may be the method you've been looking for.

Michael Reynolds | October 2, 2023

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 25, 2023