Turning 73 soon? Here’s a wish no one makes when blowing out the candles on their cake: paying a 25% penalty on a portion of their hard-earned retirement accounts.
We can help you reduce the risk of this happening—no birthday wish required!
Read MoreWith graduation season here, it’s a perfect moment to help young adults build a strong financial foundation.
Long-term success isn’t just about income—it’s about consistently managing a few key areas well.
Read MoreFor anyone who relies on bonuses or commissions as part of their annual income, paychecks don’t always arrive in neat, predictable amounts.
The goal isn’t to eliminate uncertainty, but to build a system that makes the uncertainty manageable.
Read MoreFamilies now have an opportunity to take one small but meaningful step toward long term financial security for their child.
A new federal youth savings program allows parents and caregivers to open a tax advantaged account for minors under the age of 18 at the end of the calendar year.
Read MoreThis point in the year is a useful checkpoint for a simple reset. A mid-year reset is not about making big changes. It is about making sure nothing important has quietly fallen by the wayside.
Read MoreWe are excited to introduce two new additions to the Reify team – please join us in welcoming Hannah Wier and Matt Olinger, CPA!
Read MoreRetirement does not operate on account balances; it runs on cash flow. Bills are paid monthly, groceries are bought weekly, and travel plans do not adjust themselves based on market performance. What ultimately matters is whether your financial plan produces reliable cash flow to support the life you want to live.
Read MoreWith the federal government phasing out paper checks for payments and refunds, having an online account with direct deposit and payment information is becoming functionally necessary.
Read MoreFor individuals who hold company stock inside a 401k or other employer-sponsored retirement plan, the IRS offers a little‑known tax break called Net Unrealized Appreciation (NUA).
This strategy can significantly reduce taxes in retirement—if you know how and when to use it.
Read MoreRefinancing a mortgage is one of those financial decisions that sounds simple on the surface, but the real value depends on how it fits into your broader financial plan.
Read MoreAt Reify Wealth Advisors, we champion continuous learning and professional growth.
We are proud to congratulate Kyle McCune, CFP®, on completing the testing requirements for the Enrolled Agent designation, and Paige Royal on achieving the Wealth Management Specialist™ credential!
Read MoreBe aware of how you can prevent home title theft. Your state may participate in a property fraud alert program. While these programs do not prevent fraud attempts, it works by notifying you if someone has recorded a deed with your name or your property location.
Read MoreOne of the first things we did when we brought home our new sheepadoodle Matilda (after a thorough bath) was set up a pet insurance policy.
If you’re thinking of adopting a pet, I urge you to consider a pet insurance policy for the large, unexpected costs that can come along with pet ownership.
Read MoreMany young adults today are facing complex financial decisions—balancing student loans, high living costs, and big milestones like buying a home or starting a family.
Read MoreBeginning in the 2026 tax year, the One Big Beautiful Bill Act is making permanent a charitable deduction for non-itemizers.
Read MoreWe are thrilled to announce that we have rebranded as Reify Wealth Advisors. As we celebrate growth and transformation, we want to take a moment to reflect on our journey and share our progress.
Read MoreThe process of searching for and applying to colleges has changed dramatically. Navigating admissions, financial aid, and rising costs can feel overwhelming, but the right combination of strategies can make all the difference.
Read MoreA review of how long certain types of documents should be kept: for forever, the foreseeable future, and 12 months or less.
Read MoreA broad overview of just a few of the One Big Beautiful Bill Act’s tax laws that may interest you this year.
Read MoreThis means most people with ACA health insurance will see significant increases in premiums starting in 2026 and the expectation is enrollment will materially decline because of this (enrollment has doubled since 2021).
Read MoreWe are a women-owned firm delivering financial planning, investment management, & tax services.
3500 DePauw Boulevard,
Suite 1035
Pyramid One, Third Floor
Indianapolis, IN 46268
317.872.5090
855.872.5090 Toll Free
317.872.5095 Fax
