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Reify Wealth Advisors

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Financial planning, investment management and tax news.

Reify Wealth Advisors
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Blog

September 04, 2024

Changes Coming to Medicare Part D

September 04, 2024/ Kyle McCune
Changes Coming to Medicare Part D

There are some changes Part D subscribers will see beginning in 2025.

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September 04, 2024/ Kyle McCune/
Blog Archives, Newsletter
#Medicare, #MedicarePartD, #RetirementPlanning, #Retirement, #Prescriptions
September 04, 2024

Password Security

September 04, 2024/ Margaret Gooley
Password Security

Here is a list of the top three things to keep in mind for your password security.

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September 04, 2024/ Margaret Gooley/
Blog Archives, Newsletter
#passwordsecurity, #password, #Cybersecurity, #security, #privacy
September 04, 2024

Sunset/Expires; Tomato/Tomahto

September 04, 2024/ Pamela Smitson
Sunset/Expires; Tomato/Tomahto

What will happen if most of the Tax Cuts and Jobs Act’s provisions expire as scheduled on December 31, 2025?

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September 04, 2024/ Pamela Smitson/
Blog Archives, Newsletter
#TaxCuts, #Jobs
September 04, 2024

Social Security Login Changes

September 04, 2024/ Juli Erhart-Graves
Social Security Login Changes

What is the difference between Login.gov and ID.me?

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September 04, 2024/ Juli Erhart-Graves/
Blog Archives, Newsletter
#identity, #Cybersecurity, #privacy, #security, #passwordsecurity, #password
August 16, 2024

Home Mortgage Interest Deduction

August 16, 2024/ Jordan McAteer
Home Mortgage Interest Deduction

In 2024, we have seen mortgage rates stay at a much higher level than in recent history. This can be disheartening for new and prospective homeowners, but here is a suggestion that can potentially help with affordability if you itemize your tax deductions on your yearly tax return.

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August 16, 2024/ Jordan McAteer/
Blog Archives, Tax
#TaxDeductions, #mortgage, #MortgageRates
May 29, 2024

Modern Budgeting Tools

May 29, 2024/ Kyle McCune
Modern Budgeting Tools

The landscape of budgeting tools has evolved significantly since the days of spreadsheets and the physical “envelope method”.

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May 29, 2024/ Kyle McCune/
Blog Archives, Newsletter
#Budget, #Budgeting, #FinancialPlanning
May 29, 2024

Our New Normal

May 29, 2024/ Margaret Gooley
Our New Normal

What is our new normal in home lending?

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May 29, 2024/ Margaret Gooley/
Blog Archives, Newsletter
#MortgageRates, #mortgage, #BuyingHomes, #SellingHomes, #FinancialPlanning, #InterestRates
May 29, 2024

Emergency Preparedness

May 29, 2024/ Pamela Smitson
Emergency Preparedness

Are you ready if disaster strikes?

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May 29, 2024/ Pamela Smitson/
Blog Archives, Newsletter
#Emergency, #EmergencyPreparedness, #RecordKeeping, #Disaster, #DisasterRecovery
May 29, 2024

Financial Top 10 List for Grads

May 29, 2024/ Juli Erhart-Graves
Financial Top 10 List for Grads

Top 10 list for graduates as they transition to financial independence.

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May 29, 2024/ Juli Erhart-Graves/
Blog Archives, Newsletter
#Graduation, #Graduates, #FinancialPlanning, #FinancialFreedom, #Credit, #Saving, #RetirementPlanning
March 04, 2024

Looking Back

March 04, 2024/ Juli Erhart-Graves
Looking Back

How do you use your experience to be a better investor?

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March 04, 2024/ Juli Erhart-Graves/
Newsletter, Blog Archives
#investing, #Investments, #InvestmentManagement, #stockmarket
March 04, 2024

Protect Your Identity

March 04, 2024/ Margaret Gooley
Protect Your Identity

Cybersecurity is an ongoing issue at the top of everyone’s mind, including ours. So, we want to make sure you know how to protect yourself from identity theft in a few easy steps.

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March 04, 2024/ Margaret Gooley/
Blog Archives, Newsletter
#Cybersecurity, #CreditFreeze
March 04, 2024

Where's My Refund?

March 04, 2024/ Kyle McCune
Where's My Refund?

Whether you eagerly file your tax returns at the first opportunity or extend your returns every year, many people are left with the same question: where is my refund?

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March 04, 2024/ Kyle McCune/
Blog Archives, Newsletter
#Taxes, #TaxReturn, #IRS
December 04, 2023

What is a beneficiary deed?

December 04, 2023/ Kyle McCune
What is a beneficiary deed?

What is a beneficiary deed?

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December 04, 2023/ Kyle McCune/
Blog Archives, Estate Planning
#deed, #beneficiarydeed, #beneficiary, #EstatePlanning
November 29, 2023

Black Friday

November 29, 2023/ Kyle McCune
Black Friday

What does your holiday spending look like?

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November 29, 2023/ Kyle McCune/
Blog Archives, Newsletter
#BlackFriday, #Economy, #EconomicImpact, #Finances, #Budgeting, #Shopping
November 29, 2023

Oh Deer!

November 29, 2023/ Margaret Gooley
Oh Deer!

Have you reviewed your insurance coverage recently?

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November 29, 2023/ Margaret Gooley/
Blog Archives, Newsletter
#Insurance, #InsurancePremiums, #Finances, #FinancialLiteracy, #FinancialFreedom, #CarInsurance
November 29, 2023

Giving Season – What Isn’t Tax Deductible

November 29, 2023/ Pamela Smitson
Giving Season – What Isn’t Tax Deductible

Are all your donations deductible if you file an itemized tax return?

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November 29, 2023/ Pamela Smitson/
Blog Archives, Newsletter
#charitablegiving, #CharitableDeduction, #TaxPlanning, #Charities
November 29, 2023

Worries of a Gen X Woman

November 29, 2023/ Juli Erhart-Graves
Worries of a Gen X Woman

What are the biggest worries of a Gen X Woman?

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November 29, 2023/ Juli Erhart-Graves/
Blog Archives, Newsletter
#RetirementPlanning, #Finances, #women, #FinancialLiteracy, #FinancialFreedom
October 13, 2023

What You Need to Know About Credit Cards

October 13, 2023/ Kyle McCune
What You Need to Know About Credit Cards

Credit cards can be powerful financial tools if used responsibly. However, without a clear understanding of how they work, it's easy to fall into the credit card debt trap.

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October 13, 2023/ Kyle McCune/
Blog Archives
#CreditCards, #FinancialFreedom, #FinancialLiteracy, #Finances, #Credit, #Debt
September 29, 2023

How to Avoid Investment Scams

September 29, 2023/ Kyle McCune
How to Avoid Investment Scams

October is National Cybersecurity Awareness Month. Are you taking sufficient measures to educate and safeguard yourself against financial scams?

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September 29, 2023/ Kyle McCune/
Cybersecurity, Blog Archives
#Cybersecurity, #Investments, #Scams, #Finances, #FinancialAccounts
September 07, 2023

Understanding Credit Scoring

September 07, 2023/ Kyle McCune
Understanding Credit Scoring

Understanding credit scoring is essential for your financial well-being.

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September 07, 2023/ Kyle McCune/
Blog Archives
#FinancialFreedom, #FinancialLiteracy
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Reify Wealth Advisors

We are a women-owned firm delivering financial planning, investment management, & tax services.

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3500 DePauw Boulevard,
Suite 1035
Pyramid One, Third Floor
Indianapolis, IN 46268

317.872.5090
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317.872.5095 Fax

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