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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.

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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....