Blog

What's a "Normal" Down Payment for Buying a House?

There are some myths as well as pros and cons of different down payment percentages. Whether you're a first-time homebuyer or looking to upgrade, understanding your option for a down payment will help you make informed decisions and find the right plan for your situation.

Michael Reynolds | March 18, 2024

How to Recognize (And Avoid) Scams

To protect yourself, you need to arm yourself with the tools and knowledge necessary to spot the red flags of a scam and the strategies to avoid these potentially devastating intrusions.

Michael Reynolds | March 11, 2024

How to Switch Banks (In 5 Steps)

Don't let inertia and the comfort of the status quo keep you from improving your bank experience. Switching banks is not that difficult and can make life easier if you put in a little time up front.

Michael Reynolds | March 4, 2024

Understanding Umbrella Insurance – What Does It Mean and Why Do You Need It?

Umbrella insurance is an important component of a comprehensive insurance portfolio. It provides an extra layer of liability coverage, protecting you from the financial consequences of lawsuits and potentially saving your assets.

Michael Reynolds | February 26, 2024

A Step-by-Step Guide to Setting Up a Solo 401(k) for Self-Employed Professionals

The Solo 401(k) is one of the best retirement plans available to business owners and can give you lots of flexibility when it comes to managing taxes and saving for retirement.

Michael Reynolds | February 19, 2024

Can a 529 Be Rolled Into a Roth IRA?

Under certain circumstances, a 529 to Roth IRA rollover can be a great way to use extra 529 funds in a tax-efficient way that benefits your child.

Michael Reynolds | February 12, 2024

The Benefits of Working With a Flat Fee Financial Advisor

If you are interested in getting help with financial planning and investment management and you want to keep costs under control while avoiding conflicts of interest, consider working with a flat fee financial advisor. It can be a great way to level up your money.

Michael Reynolds | February 5, 2024

Simplifying Tax Season – The Essential Tax Documents You Can't Afford to Miss

Tax season can be a stressful time for many individuals, but it doesn't have to be. By understanding the essential tax documents you can't afford to miss, you can simplify the process and save yourself unnecessary stress.

Michael Reynolds | January 29, 2024

Navigating Tax Debt – What to Do When You Can't Pay the IRS

It can be stressful when you find yourself unable to pay the IRS. It's a situation no one wants to be in, but it's important to know that there are steps you can take to address the issue and find a solution.

Michael Reynolds | January 24, 2024