Clay Reynolds earns his Enrolled Agent designation from the IRS.

Creating Offense and Defense In Your Portfolio Is The Key To Success In Retirement Investing.

John-Mark Young named to the Forbes List of Top In-State Wealth Advisors

STRS announced an early retirement incentive  for members with the defined benefit (also known as the BD Plan, which is the pension plan)...

Please enjoy these verses that I memorized and used when going through my Certified Kingdom Advisors designation.

Introduction One topic that comes up very often during initial meetings with clients is whether or not they have a will or trust set up....

As we near the conclusion of this tax season, I have been reflecting on how confusing the tax process can be.  For those who don’t live...

Last week, we took a look at tax loss harvesting  and reviewed how to avoid capital gains, but we also saw examples of how this could...

Reflections on my visit to PIMCO Headquarters - fixed income, trade policy and tariffs

March is supposed to bring college acceptance letters and financial aid offers, but instead, we’ve got a bit of a hot mess. First, there...

When it comes to financial planning, it's important to recognize what we can and cannot control. We can control our own behavior, make...

Private Mortgage Insurance Saving for a house is a significant milestone that involves many moving parts and key factors to consider...

Life is filled with moments of change — from marriage and the birth of children to purchasing a new home or losing a loved one. Along...

Let’s start with a working definition of tax loss harvesting. Investopedia defines it as the timely selling of securities at a loss to...

Being in the United States Military has some perks. One of those is Combat Pay. If you are earning or have ever earned money while in a...

My wife and I have been following Dave Ramsey and Ramsey Solutions  for 30 years. We married at the age of 20 and found ourselves in a...

Managing the sequence of return risk in your retirement planning process I am not a gambler.  But I have seen it close enough to...

In previous posts, we’ve discussed how when we look at comparing returns, it is important to make sure that we compare like to like. For...

Introduction Are you a homeowner? Did you install any new systems in your home during the past year (such as a water heater, skylight, a...