Blog

5 Myths About 401(k) Plans That Need to Be Debunked

The truth is, a 401(k) can be a powerful tool for building a secure retirement if you know how to use it wisely. We'll dive into five of the most common myths about 401(k) plans, debunk them, and provide clarity so you can make the most of your retirement savings strategy.

Michael Reynolds, CFP® | September 30, 2024

How Do Presidential Elections Affect the Stock Market?

Presidential elections often bring a heightened sense of uncertainty to the stock market, but historical data suggests that the impact is not as significant or predictable as many might believe. Here are some key points to consider.

Michael Reynolds, CFP® | September 23, 2024

Navigating Your Child’s Transition to Independence – Key Considerations for Parents

As your child becomes independent, there are a multitude of factors to consider. From health care access and insurance coverage to tax strategies and estate planning, it’s a significant transition for both you and your child. By proactively addressing these issues, you can ensure a smoother path toward your child's independence while safeguarding your family's financial well-being.

Michael Reynolds, CFP® | September 16, 2024

The Right Way to Set Up (and Use) YNAB for Budgeting

You Need a Budget (YNAB) is a powerful tool that can help you manage your cash flow, save with intention, and spend with confidence. I'm going to walk you through the "right" way to set it up and use it. Or at least, MY way.

Michael Reynolds, CFP® | September 9, 2024

How to Freeze Your Credit (And Why You Might Want To)

One tool in your fight against identity theft is a credit freeze. But what exactly is a credit freeze, and why should you consider implementing one?

Michael Reynolds, CFP® | August 26, 2024

The Psychology Behind Overspending – Understanding the Internal Motivations that Lead to Financial Impulse

Overspending is a common financial challenge that affects millions of people, regardless of income level or financial knowledge.

Michael Reynolds, CFP® | August 19, 2024

The Cash Balance Plan – A Powerful Tax Savings Tool for Solo Business Owners

As a solo business owner, you're probably looking for ways to maximize your tax savings and secure your financial future. One powerful tool that can help you achieve both goals is the cash balance plan.

Michael Reynolds, CFP® | August 12, 2024

Solo 401(k) Contributions – EmployEE vs EmployER

What makes the Solo 401(k) particularly attractive is its unique dual contribution structure. Unlike traditional employer-sponsored 401(k) plans, a Solo 401(k) allows you to contribute to your retirement savings in two capacities: as an employee and as an employer.

Michael Reynolds, CFP® | August 5, 2024

What is a Good Debt to Income Ratio?

Debt-to-income is a key financial metric. It reflects your financial health and helps you build a stable and prosperous future.

Michael Reynolds, CFP® | July 29, 2024