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Blog

Chris Reddick | Jan 1, 2021

Understanding ABLE Accounts and Investment Options

Investments

What are ABLE Accounts?

The ABLE Act, which was signed into law in December 2014, allows Americans living with disabilities to save money in a tax-deferred

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Chris Reddick | Dec 28, 2020

Professional Women Saving for Retirement

Retirement

As of 2018, women earned 85% of what men make, according to a Pew Research Center analysis.1 This is paired with the fact that women tend to live longer than

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Chris Reddick | Dec 14, 2020

Going from Good to Great in your Personal Finances

Financial Planning

Jim Collins' blockbuster bestseller book, Good to Great, exemplifies going from getting Good results to getting Great results. Although his ideas have been

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Chris Reddick | Dec 5, 2020

How to choose the right 401(k) investment fund?

Retirement

401(k)s for retirement savers are extremely important especially for those in corporate careers as they are one of the best vehicles to fund your retirement

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Chris Reddick | Nov 28, 2020

Should I use a Robo Advisor, Human Advisor, or Both?

Financial Planning

A 2020 Vanguard survey of generations and investing showed that younger Americans (Gen Z and Millennials) are significantly around three quarters more

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Chris Reddick | Nov 19, 2020

Why Should I Think About Retirement Planning?

Retirement

If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in

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Chris Reddick | Nov 12, 2020

Financial Planning Tips for State Government Employees

Employee Benefits

Working in the state government has its rewards given the generous employee benefits. In this blog post, I will discuss some of the benefits that state workers

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Chris Reddick | Nov 2, 2020

Smart Financial Planning Choices For Nurses

Financial Planning

Health care employees, such as nurses, work in a unique environment, with long work shifts and heavy demands on their schedules. In this blog, we discuss five k

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Chris Reddick | Oct 25, 2020

How to become a 401(k) millionaire in your Corporate Career

Retirement
Take bold action and use your corporate 401(k) account to save for your retirement. Follow the eight steps in this blog post as a guide to saving for a million
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piggy-bank
Chris Reddick | Oct 20, 2020

My Lucky 13 Money Management Tips

Lifestyle
Savings

We all have our own unique relationship with money. This typically evolves from money scripts or our views of money that are deeply rooted in our childhood and

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Chris Reddick | Oct 10, 2020

Avoiding Retirement Woes: Take Action Today in Your Corporate Career

Savings
Retirement

How to Avoid Retirement Woes

According to the American Institute of CPAs (AICPA), the top concern of retirees is running out of money. For those especially

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Chris Reddick | Oct 3, 2020

Intelligent Options for Maximizing the Blended Retirement System for Service Members

Retirement
Savings
Pension

High-3 and New BRS

Did you know that the Department of Defense estimated that 83 percent of military personnel exit their service before 20 years? In fact

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XY Planning Network
RICP Retired Income Certified Professional
CFP - Certified Financial Planner

 

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