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Monday, May 11, 2026

Golfing and investing may not seem to share much common ground at first glance. But the more you think about it, a successful golfer and a successful investor share a number of traits such as patience, perseverance, attention to detail...

Tuesday, April 7, 2026

In golf, as in finances, there are a few rules of thumb that may improve your game: keep a level head, avoid traps, practice before trying something new and stay the course. Applying lessons from the golf course to your financial life...

Monday, March 23, 2026

Learn how to manage your inheritance wisely, from probate and taxes to investing and preserving your financial future.

Monday, March 16, 2026

Explore tax-efficient strategies for wealthy retirees, including Roth conversions, trusts, estate planning, and charitable giving.

Monday, February 23, 2026

The federal income tax filing deadline isn’t until April. However, the start of tax season is nearly upon us. Here are some tips for navigating the tax filing process to help lessen some of the stress you may feel as Tax Day arrives.·...

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Monday, February 2, 2026

The Super Bowl is more than just a game. It's an American holiday. As you prepare for this fun day, you may also want to think about how to create "big wins'' in your investment strategy. Get ready for Super Bowl Sunday by checking out...

Tuesday, January 27, 2026

Just as a winning team meticulously plans its Super Bowl plays, individuals and families may benefit from developing a comprehensive plan for their estate. Estate planning isn't just for the wealthy. Estate planning is a strategic move...

Tuesday, January 6, 2026

Tax planning is a crucial component of personal finance and a vital component of your overall financial planning. Failing to consider tax planning could result in missed opportunities for tax savings and other tax opportunities. When...

Monday, December 29, 2025

Setting goals for a new year can feel overwhelming. We all know that resolutions don’t last, but we also feel the energy that comes with a new year of possibilities. Here’s a clearer path for setting and reaching your goals. Many of us...

Monday, December 8, 2025

As the year draws to a close, it's an ideal time for business owners to evaluate their company’s financial health. Year-end planning is critical and can help establish a confident foundation for the future. However, for many business...

Sunday, November 23, 2025

Thanksgiving is a holiday for spending time with loved ones, being grateful, and perhaps enjoying a bit of overindulgence. There are many financial lessons to be had in planning, preparing, and celebrating this annual feast.1 Here are...

Monday, November 3, 2025

We’re excited to share that David Reichert has been named to the Forbes Best-in-State Next-Gen Wealth Advisors list—an honor that recognizes top emerging financial professionals across the country who are making a meaningful impact in...

Monday, November 3, 2025

Every year, the holiday season sneaks up on us and, before we get to turn around, it’s over. This frenzied time of year is filled with shopping excursions and office parties, and it’s easy to let financial planning slip through the...

Monday, October 20, 2025

Did you know that you can gift a new or existing life insurance policy to your favorite charity? When properly designed, a charitable life insurance program may improve your overall financial situation and offer tax benefits, all while...

Monday, October 13, 2025

Tax planning preparations include small-business owners taking necessary measures to optimize their taxes by taking advantage of deductions and benefits. Here is a brief tax planning overview for small-business owners preparing for tax...

Monday, September 22, 2025

The thought of retiring may be intimidating for anyone—but if you own your own business, handing your "baby" to new owners might be enough to stop you in your tracks. What might you do to set your successor up for success? What should...

Monday, September 8, 2025

Retirement savings accounts, such as 401(k)s, traditional IRAs, and Roth IRAs, are widely recognized as crucial components of retirement planning. However, the journey to a financially independent retirement continues beyond merely...

Monday, August 18, 2025

A high-yield savings account (HYSA) is one of the tools you may use to manage your money. When interest rates are significantly higher than those of traditional savings accounts, HYSAs may be used for building an emergency fund, saving...

Monday, August 4, 2025

As wealthy individuals age, healthcare and health insurance coverage become increasingly important. One group that may overlook Medicare is wealthy individuals, because they may be unsure whether they qualify. The privileges of...

Monday, July 21, 2025

Tariffs—taxes imposed on imported goods—have become an essential factor for investors to consider. They are typically used to protect domestic industries from foreign competition by increasing the costs of imported goods. However,...

Monday, July 7, 2025

Your finances are probably one of the last places you want to experience fireworks—unless they are celebratory. With new year's resolutions firmly in the rearview mirror, the summer months allow you to revisit your financial goals and...

Monday, June 23, 2025

Summer is the perfect season to get outside and enjoy the sunshine, warm weather, fresh air, and a wide range of outdoor activities. Whether you are the type of person who likes to relax and enjoy sunny days or likes more fast-paced...

Monday, June 9, 2025

Annuities are investment strategies offered by insurance companies that provide a steady income stream in retirement. These financial vehicles may particularly appeal to high-net-worth (HNW) investors for various reasons. At their core...

Monday, May 26, 2025

529 plans are a tool for those looking to save for college for their children, grandchildren, or any family member. While most people know that they are one of the most popular saving methods for college, many myths surrounding these...

Monday, May 12, 2025

Financial wellness is easier to work toward when a business owner understands their economic outlook and has set financial goals to take them through the next 5 to 10 years.2 Striving toward financial wellness is vital for any small...

Sunday, April 27, 2025

Your goals and priorities will probably change as you plan to retire. Along with them, your insurance needs may change as well. Retirement is typically a good time to review the different parts of your insurance program and make any...

Monday, April 7, 2025

Both offer valuable lessons from those who have come before you The Masters golf tournament and successful investing may seem like two completely different worlds, but they share many similarities in terms of tradition. Both have...

Monday, March 24, 2025

Baseball and financial management can have more in common than meets the eye. Below, we discuss four key lessons that investors—and everyone else—can learn from America's favorite pastime. Diversification of Assets is Critical Having...

Monday, March 10, 2025

The Social Security Fairness Act is a bill signed into law that repeals several decades-old provisions that previously reduced your Social Security benefits if you or a spouse received a pension from a non-Social Security covered job,...

Monday, February 17, 2025

There are only two things in life you can count on happening at some point--death and taxes. In death, these two circumstances can come together at the same time. When a person dies, leaving a significant estate, there is the expense...

Monday, February 10, 2025

Each year when tax season rolls around, it comes with the burden of figuring out how to file your taxes correctly. The good news is that there are several ways to prepare and file your taxes, depending on your needs and the complexity...

Monday, January 27, 2025

Social Security is a vital component of retirement income for many. This government program provides monthly benefits and is funded primarily through payroll taxes. Understanding Social Security benefits and taxation is essential to...

Monday, January 6, 2025

The new year is fast approaching, and it is a good time for small business owners to make some financial resolutions to help lead them toward a solid financial path. Whether your business is just starting or you have been running it...

Wednesday, November 27, 2024

When giving gifts to our children or grandchildren, we often default to the latest toys or gadgets. However, the value of these items tends to diminish over time in terms of both interest to the child and monetary value. A different...

Wednesday, November 27, 2024

A donor-advised fund (DAF) is a charitable giving vehicle administered by a public charity created to manage charitable donations on behalf of organizations, families, or individuals. The benefits of DAFs extend beyond their primary...

Friday, November 1, 2024

Charitable contributions are personally rewarding and also have the potential to be tax-saving opportunities. A donation is a gift, such as cash or property, that is given to a non-profit organization to help them in pursuit of their...

Friday, November 1, 2024

As the year comes to a close, there are some important deadlines that you shouldn’t ignore. These deadlines affect your taxes, savings, and, perhaps, your financial future. Here’s a simple guide to help you stay on track before this...

Sunday, October 20, 2024

Small businesses have new reasons to consider the value of financial planning in working towards their business goals. Many owners are "bandonneurs" (a French word for "jack of all trades") who may successfully wear many hats, but...

Monday, October 7, 2024

Cybersecurity is more important than ever as we continuously move toward more automated environments in a highly connected society. As more technologies develop, perpetrators keep exploring new tactics to exploit others. It's important...

Tuesday, September 3, 2024

As we go through various stages of life, our insurance needs may vary significantly. Here’s a breakdown of the different stages: Early Adulthood (20s and 30s) Considerations: Affordability. Life insurance will be less expensive if an...

Monday, June 24, 2024

If you're like some, you may have spent large parts of your working life missing the carefree summer days of your childhood. That is, of course, assuming you had a happy childhood.

Monday, June 17, 2024

Financial affluence often comes with various benefits and challenges, including the requirement for suitable insurance coverage. High-net-worth (HNW) families typically have a more complex risk profile than the average household.

Monday, June 10, 2024

Annuities are a well-kept secret in the small business financing world. Businesses can use these products in various ways, both to meet their own financial goals and to provide retirement benefits to owners and employees.

Monday, June 3, 2024

The terms "rich" and "wealthy" are often used interchangeably. But are they really the same? As the saying goes, "Money talks, but wealth whispers." Here are some of the differences between being rich and being wealthy in terms of money.

Monday, May 27, 2024

Memorial Day is an important holiday observed in the United States to honor and remember the men and women who have died while serving in the country's armed forces. It is a day of remembrance and reflection.

Monday, May 20, 2024

As a business owner, putting all your profits back into the business may be tempting, especially during the lean years. However, when it comes to saving and investing as a business owner, there are other paths you could consider.

Monday, May 13, 2024

Small business owners face many challenges, which may become even more significant during inflation. As inflation hit new highs in recent years, small business owners are being tested and challenged by high costs and high interest rates.

Monday, May 6, 2024

Growing a business is impressive, but it takes more than just turning a profit to build wealth: It requires a mind shift from short-term gains to long-term prosperity. A business owner must focus on the company's financial confidence.

Monday, April 29, 2024

The journey to prosperity involves more than just a high income. It requires strategic planning, wise investment decisions, and a keen understanding of your financial landscape.

Monday, April 22, 2024

Financial stress can have a direct negative impact on a person's health and happiness. Unfortunately, this may lead to a downward spiral.

Monday, April 15, 2024

April is Stress Awareness Month, and there's no better time to reflect on and address the stressors that may impact our lives. Financial stress is an interesting challenge for high-net-worth individuals and families.

Monday, April 8, 2024

The Masters golf tournament and successful investing may seem like two completely different worlds, but they share many similarities in terms of tradition. Both have established practices that have stood the test of time.

Monday, March 25, 2024

As a physician, you've devoted a lot of time to educating yourself, building a career, and providing top notch care that enriches your patients lives, and in the midst of all that, it can be easy to overlook your finances.

Monday, March 18, 2024

A business owner can open several retirement savings plan types if they're the only employee or have anywhere from two to 100 employees. Contact your financial and tax professionals to determine which is appropriate for your small business.

Monday, March 11, 2024

Credit is one of the most important factors of life that impacts all businesses. Taking steps to build business credit can offer your business opportunities that wouldn’t be available to otherwise.

Monday, March 4, 2024

As a high earner not rich yet (HENRY), you find yourself in a place where strategic decisions may pave the way for lasting wealth. One crucial aspect of managing your finances includes understanding how to use your credit wisely.

Monday, February 26, 2024

Physicians are among the highest-earning professionals out there. This specialized career comes with specific financial needs. Here are some factors to consider when selecting a financial professional that meets a physician's unique needs.

Monday, February 19, 2024

The Setting Every Community Up for Retirement Enhancement Act, had significant implications for business owners and employees regarding retirement savings and tax rules. Here are details of each provision to remain compliant with the Act.

Monday, February 12, 2024

Tax season can be a stressful time for many, especially if you're not prepared. With some planning and preparation, you can take steps to mitigate your tax bill for the upcoming year. Here are 7 things you can do now to trim your tax bill.

Monday, February 5, 2024

As you prepare for the big game day, you may also want to think about how to create "big wins'' in your investment strategy. Get ready for Super Bowl Sunday by checking out these Super Bowl-inspired investment strategies.

Monday, January 22, 2024

Medical Professions: Just as patients need periodic checkups, you may need to work with a financial professional to make sure your finances receive the proper care. Here's our prescription for your Financial Health.

Monday, January 15, 2024

It's never too early to begin planning for tax season. We know tax filing season can be a stressful time for many individuals, so here are a few tips to navigate tax filing season and the IRS.

Monday, January 8, 2024

Do you consider yourself a high-net-worth individual (HNWI)? Check out these strategies and behaviors that are important not only for building and maintaining wealth but also for promoting financial well-being.

Monday, January 1, 2024

If you read our New Year's Financial Resolutions blog you may be wondering "How do I stick to my resolutions in the new year?" We've got you covered. Check out these 6 6 hacks to make New Year’s Resolutions stick.

Monday, December 25, 2023

Cleaning up finances remains one of the top resolutions every New Year. But we all know what happens to most such self-promises, so here’s a month-by-month to-do list from our wealth advisors help cultivate better financial health.

Monday, December 18, 2023

With the year rapidly coming to a close, and the upcoming tax year looming with uncertainties, you should consider updating your tax strategy to best preserve your assets into the future. Check out these three tips from our wealth advisors.

Monday, December 11, 2023

The end of the year can be a chaotic time for business owners. Here are five tips from our wealth advisors that may assist with organizing a strategy for end-of-year planning.

Monday, December 4, 2023

It’s hard to believe we are already approaching the end of another year, and holiday season will soon be here. Here are eight tips from our wealth advisors to help you start the New Year holiday debt-free from holiday spending.

Monday, November 27, 2023

You may donate money to charity throughout the year, for no other reason than your heart-felt desire to support causes that you care about. But if philanthropy is important to you, keep in mind the associated tax breaks.

Monday, November 20, 2023

There’s no question that November and December are the biggest times of year for shopping. If you’re looking for ways to shop local—in person or online—in honor of Small Business Saturday, these tips are a great place to start.

Monday, November 13, 2023

As the year’s end approaches, High-Net-Worth Individuals must prepare for one of the most critical monetary tasks: year-end tax planning. Here are some tips to help with planning.

Monday, November 6, 2023

Regardless of the income a business generates, the ages of the owners, or how many employees it has, a business financial plan can help plan for future and unexpected events.

Friday, November 3, 2023

Our team at Reichert Wealth is hosting a FREE seminar/webinar! Join us for SECURE 2.0: Navigating Secure 2.0 for Small Businesses.

Monday, October 23, 2023

For businesses looking to grow and continue to thrive with the next generation, diversity is typically necessary. If improving diversity is a goal for your company, below are a few tips to help you get started.

Tuesday, October 17, 2023

In an era characterized by high job turnover, understanding the value of 401(k) rollovers is essential to preserving your financial future. Our financial advisors can help! But here are some highlights to get you started.

Monday, October 16, 2023

Often, High Net-Worth executives and individuals have missed opportunities in their financial planning because they haven’t planned adequately for their retirement even though they make a high income. Learn more here.

Monday, October 9, 2023

Former NFL player Michael Oher, the subject of the book and movie “The Blind Side,” recently filed a petition to end the conservatorship over him that he alleges he signed unknowingly when he was 18. Learn more about conservatorships here.

Monday, October 2, 2023

In a single game of chess, there are approximately 400 possible moves after each move played. When investing, there is also a seemingly endless selection of choices and critical decisions. The basics of chess could potentially help you...

Tuesday, August 15, 2023

The health-care reform legislation enacted in 2010 included new Medicare-related taxes that first took effect in 2013. These new taxes target high-income individuals and families. Here are the basics: Additional Medicare payroll tax If...

Saturday, August 5, 2023

Moody’s Investors Service cut the credit ratings of 10 U.S. regional, midsized banks by one notch and put six large banks under review for possible downgrades including U.S. Bancorp, Truist Financial, and Bank of New York Mellon....

Friday, July 21, 2023

One recent development that has stirred conversations among investors and advisors alike is the issuance of the IRS Revenue Ruling 2023-2.This ruling has presented a unique set of challenges and opportunities for estate planning,...

Friday, July 7, 2023

You can learn a lot from those who have come before you. For individuals interested in investing, especially those new to it, learning and applying the wisdom from people that have found techniques that worked for them is a great...

Sunday, June 25, 2023

As professionals, managing our own finances can be a challenge. However, one area that we often overlook, yet is vitally important, is understanding and navigating our aging parents' finances. As they move into retirement and beyond,...

Monday, June 19, 2023

In late May 2023, Congress sent a letter to U.S. Treasury Secretary Janet Yellen and IRS Commissioner Daniel Werfel saying that it will introduce legislation to correct several technical errors in the SECURE 2.0 Act. The letter, signed...

Sunday, June 11, 2023

While the future seems brighter than ever for women entrepreneurs, a myriad of financial challenges continue to cast shadows over their journey. The increasing presence and contributions of women-owned businesses to the American...

Monday, May 15, 2023

The world is facing an unprecedented economic challenge as the inflation rate continues to rise. People are trying to understand why their wallets are feeling lighter, and they are looking for someone to blame.

Sunday, May 7, 2023

Bank of America's Workplace Benefits Report recently revealed that a whopping 19 in 20 surveyed employers felt responsible for their employees' financial wellness.1 But because financial wellness is such a holistic concept...

Tuesday, April 25, 2023

529 plans are designed for saving for education and are beneficial since contributions accumulate and grow tax-free as long as withdrawals are used for qualified education expenses. But 529 plans may also be part of a wealth transfer...

Sunday, April 2, 2023

Life insurance is essential in providing for beneficiaries upon your death, but it can also offer other tax advantages you may not know. For this reason, whole life insurance, also called cash value life insurance, is often used as a...

Thursday, September 13, 2018

Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that there are other ways to maximize their benefits, some of which depend on their marital status....