Blog

Benefits of Creating an Online IRS Account

If you’re not sure what your current tax situation is, you would like to make online payments, or would like a clearer view of your history with the IRS, consider setting up an online IRS account.

Michael Reynolds | November 7, 2022

How to Get Your Resume Noticed While Job Hunting

Having trouble getting an interview? These are a few things you can do to help increase your chances of getting noticed during the hiring process.

Michael Reynolds | October 4, 2022

Five Ways to Lower Anxiety in a Stressful Market

While there is no magic button that makes investing easy, there are a few things we can do to help smooth out the ride (emotionally) and experience less stress.

Michael Reynolds | October 3, 2022

Can I Contribute to a Traditional IRA and a Roth IRA at the Same Time?

Both the Traditional IRA and the Roth IRA can be great tools for tax-advantaged retirement savings. So can you contribute to both at the same time?

Michael Reynolds | September 19, 2022

How to Use a Donor Advised Fund In Your Financial Plan

A Donor Advised Fund can offer many benefits and is worth exploring for those interested in long-term charitable giving.

Michael Reynolds | September 9, 2022

How to Manage Money as a Committed Couple

Managing money as a married or committed couple can come with challenges and benefits. Like most things in personal finance, there is no one right or wrong way to do it. We'll discuss some of the ways to approach money management in a committed relationship.

Michael Reynolds | August 29, 2022

How Big Should My Emergency Fund Be?

We've all probably heard the "3-6 months of expenses" rule of thumb for your emergency fund. But like most things in personal finance, it's not a one-size-fits-all. We'll talk through the nuances of how to think about how much should be in your emergency fund.

Michael Reynolds | August 1, 2022

How to Ask For a Raise

Talking about compensation can be uncomfortable for many. But avoiding the topic could leave you under-paid and under-appreciated. Let's talk about how to ask for raise in a way that is constructive, respectful, and productive.

Michael Reynolds | July 13, 2022

Does Socially Responsible Investing, ESG, and Impact Investing Really Make a Difference?

SRI/ESG/Impact investing is nuanced, complicated, and can be somewhat confusing. It can also be controversial. While there are many advocates for this way of investing, there are also plenty of detractors who claim that it’s simply “virtue signaling” or that it doesn’t make a difference.

Michael Reynolds, CFP®, CSRIC®, AIF®, CFT-I™ | June 17, 2022