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Blog

Chris Reddick | Mar 16, 2020

Pandemics and stock markets

Investments
Lessons from the 1918 Spanish Flu
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Chris Reddick | Feb 19, 2020

The Importance of Proper Planning for a Physically Ill Spouse or Loved One

Finance

Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several

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Chris Reddick | Feb 13, 2020

Let's Get Your Personal Finances into Shape

Finance

While it’s highly recommended that we use a financial advisor when we start to grow our investment portfolio, there are a lot of things you can do before you

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Chris Reddick | Jan 23, 2020

Why Not Give Virtual Financial Planning A Try?

Financial Planning

Financial planners are here to help clients accomplish their financial goals. In the past, in- person visits with your financial planner made a lot of sense

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Chris Reddick | Jan 13, 2020

SECURE Act: The most sweeping change to retirement rules in over a decade

Retirement
At the end of 2019, Congress passed the SECURE Act the most sweeping change to retirement rules in over a decade.
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Stanley park - Photo by Gabriel Santiago on Unsplash
Chris Reddick | Jan 1, 2020

Goal-Based Financial Planning

Financial Advisor
Achieve Better Control of Your Personal Finances.
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Chris Reddick | Dec 23, 2019

Why pay a 1% fee for a financial advisor?

Financial Advisor
There must be a better way.
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Chris Reddick | Dec 23, 2019

Important Retirement Options for Different Ages

Retirement

It’s never too early or too late to start planning for retirement. However, in the U.S., when it comes to retirement savings, later seems to be the standard

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Chris Reddick | Dec 15, 2019

Six Important Suggestions for Long-Term Financial Health

Sometimes simple is best. Many of us tend to complicate our financial situation; overthinking our options while ignoring the basics.

But like anything else

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Chris Reddick | Dec 9, 2019

What Are Your Planned Giving Options?

Education

Most nonprofit organizations today offer a variety of planned giving options that supporters can take advantage of. If you’re committed to supporting an

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Chris Reddick | Dec 1, 2019

Time for a Change

The Case for Subscription-Based Financial Planning
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Chris Reddick | Nov 22, 2019

Two Intelligent Options for College Savings

college savings

If you are the parents or grandparents of a child of any age chances are good that the escalating costs of higher education are on your mind.

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