News & Events
First Quarter 2026
Fourth Quarter 2025
Third Quarter 2025
Second Quarter 2025
The 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.
A review of how long certain types of documents should be kept: for forever, the foreseeable future, and 12 months or less.
A broad overview of just a few of the One Big Beautiful Bill Act’s tax laws that may interest you this year.
This 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).
If you are interested in learning more about investing to ease your concerns, join Margaret Gooley, CFP® and Shane Fagan, CIMA®, AAMS® as they provide an overview of the history of investing and put 2025 into perspective.
To address retirement questions and learn more about what you should be considering, Kyle McCune, CFP® will host an informative workshop on Retirement Planning.
Join Margaret Gooley, CFP® of Reify Wealth Advisors and guest speakers Cara Chittenden from Rebecca W. Geyer and Associates, P.C. and Brant Steck from First Element Insurance Planners for an educational discussion on planning for long-term care.
