Blog

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

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 13, 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