Clay ReynoldsJun 242 minRetirement PlanningA Breakdown of SIMPLE IRAsSIMPLE IRAs are often mentioned when talking to clients. They either have one with a previous employer or want to know if they would...
Clay ReynoldsApr 153 minRetirement PlanningReasons to Schedule a Meeting with Your Financial AdvisorA common question new clients ask is, “How often should we meet with you.” The first step in a financial planning journey is reaching out...
Clay ReynoldsFeb 13 minRetirement PlanningRule 72(t): Withdraw early from your retirement account without a penaltyWhat is rule 72(t)? Rule 72(t) refers to a section of the Internal Revenue Code that gives parameters to follow to make early withdrawals...
Clay ReynoldsJan 113 minEconomyInvesting: Simple Not EasyWarren Buffet, chairman and CEO of Berkshire Hathaway, has referred to investing as “simple but not easy.” What makes it so simple is...
Clay ReynoldsNov 16, 20233 minRetirement PlanningWhat is Gift Split, should I Gift Split, and when should I Gift Split?What is considered a gift? Before deciding to gift split, understanding what qualifies as a gift is essential. Gifts can include money,...