Blog

3 Ways to Improve Your Tax Filing Process Next Year

Tax season can feel overwhelming, especially when you’re scrambling to pull everything together at the last minute. Whether you file your own taxes or work with a tax professional, an organized approach can help reduce stress and improve your outcome.

Michael Reynolds, CFP® | April 14, 2025

10 Budgeting Myths That Keep People from Using a Budget

Creating and following a budget is one of the most powerful ways to gain control over your finances. But despite its benefits, many people avoid budgeting altogether. Why?

Michael Reynolds, CFP® | March 31, 2025

How to Claim Your Tax Credits for Adoption Expenses

Adoption can be one of the most meaningful experiences in life—but it's no secret that it can also come with significant costs. Fortunately, the IRS offers adoption tax benefits designed to offset some of these costs. If you’re planning to adopt or have recently completed an adoption, it’s worth understanding how to claim these valuable tax credits.

Michael Reynolds, CFP® | March 24, 2025

Should I Repair or Replace My Car?

If you've ever owned an older car, you've probably faced the tough choice: Should you spend the money to repair it, or is it finally time to buy something newer? This is a common situation, and it's totally normal to feel a bit torn between the practical side of things and your emotional connection to your vehicle.

Michael Reynolds, CFP® | March 17, 2025

What Are My Options For College Savings For My Child?

Saving for your children's college education is one of the most important financial decisions you'll make as a parent. With the cost of higher education rising steadily, it's a great idea to start planning early and understand your options.

Michael Reynolds, CFP® | March 10, 2025

What Is a Roth 401(k) and How Does It Work?

If your employer offers a Roth 401(k), consider giving it a closer look. It could become an essential part of your financial strategy, setting you up for a financially secure, tax-efficient retirement.

Michael Reynolds, CFP® | March 6, 2025

Reasonable Compensation for S-Corps – Busting Common Myths

Reasonable compensation is one of the most misunderstood and debated topics for S-Corporation (S-Corp) owners. Despite its importance, misconceptions continue to circulate, often leading to IRS challenges or costly mistakes. Let’s break down what reasonable compensation is, why it matters, and bust some of the most common myths.

Michael Reynolds, CFP® | February 24, 2025

How to Read a Fund Report – Understanding Key Investment Metrics

Investing in mutual funds and exchange-traded funds (ETFs) can be a great way to diversify your portfolio, but understanding fund reports is essential to making informed decisions. Fund reports contain a wealth of information about a fund’s performance, strategy, and costs, but they can be overwhelming if you're not familiar with the terminology.

Michael Reynolds, CFP® | February 17, 2025

When to Use a Credit Card Balance Transfer

Timing is everything when it comes to balance transfers, and knowing when to use one is key to making the most of it. It can be a smart move for consolidating high-interest debt and speeding up your journey to being debt-free, but it's not a one-size-fits-all fix.

Michael Reynolds, CFP® | February 3, 2025