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    10211 Auburn Park Drive Fort Wayne, IN 46825 T: 260.376.1000 F: 260.376.1010 TF: 855.893.7992
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    1904 E. Old Road 30 Warsaw, IN 46582 T: 574.267.3004 F: 574.267.2508 TF: 888.315.3004
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    129 S. Randolph Street Garrett, IN 46738 T: 260.357.0081 F: 260.553.9090
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Financial resolutions for 2026

01.27.2026 // Blog
Start the new year right by reviewing and revamping your financia...
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Ten Themes for 2026

01.08.2026 // Blog
Happy New Year! 2025 had its fair share of surprises—but th...
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Using Securities Based Lending to Fund Business Growth

12.24.2025 // Blog
Business Ownership Invest in your business without disrupting you...
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Social Security Survivor Benefits: 6 Things to Remember

12.09.2025 // Planning & Retirement
Understanding how social security benefits apply to a surviving s...
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10 Common Scams and How to Avoid Them

11.20.2025 // Lifestyle & Personal
Familiarize yourself with these common swindles, often targeting ...
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PPLI and PPVA: Vehicles for tax-efficient growth

11.10.2025 // Markets & Investing
It’s said nothing in life is certain save death and taxes. ...
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Strategies For Keeping Your Beloved Home Within the Family

10.17.2025 // Blog
Estate & Giving Preserving your property across generations t...
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Tax-advantaged accounts: A powerful addition to your financial plan

10.07.2025 // Blog
Tax Planning The benefits of tax-efficient wealth management. A t...
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Asset-based long-term care solutions: A more flexible option

09.24.2025 // Blog
Retirement & Longevity As we’re living longer, asset-ba...
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Tax-Efficient Strategies for Investment Properties

09.08.2025 // Blog
Tax Planning Capital gains tax deferral on investment property sa...
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You've Inherited A Business. Now What?

08.20.2025 // Blog
Business Ownership It’s a financial and emotional journey. ...
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Charitably Minded Investors Can Satisfy RMDs with QCDs

08.05.2025 // Blog
Estate & Giving Qualified charitable distributions allow your...
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How Financial Models Have Evolved to Help Meet Client Needs

07.21.2025 // Blog
Technology & Innovation In an ever-changing landscape, which ...
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Buying a Bond at a Premium Doesn't Mean You Will Lose Money

07.07.2025 // Blog
Drew O’Neil discusses fixed income market conditions and of...
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Advance Care Planning: A Loving Act

06.25.2025 // Blog
Ensuring your loved one’s end-of-life wishes are honored. I...
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A Mid-Retirement Check-in

06.18.2025 // Blog
Retirement & Longevity Evaluate your retirement beyond health...
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Market Chaos is Harvesting Income Opportunities

06.11.2025 // Blog
Doug Drabik discusses fixed income market conditions and offers i...
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May Market Review

06.05.2025 // Blog
May was a pivotal month for markets, shaped by two forces: Tariff...
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How rebalancing helps keep your portfolio on track

06.02.2025 // Blog
Markets & Investing Keeping your financial plan aligned with ...
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US China Trade War Paused - Clear Market Positive

05.28.2025 // Blog
In a joint statement, the United States and China have agreed to ...
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Beneficiary Designations

05.14.2025 // Blog
Designating beneficiaries is a vital part of financial planning t...
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April market review

05.09.2025 // Markets & Investing
Uncertainty reigned through April and likely will continue to do ...
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Consolidating Retirement Plans

04.30.2025 // Planning & Retirement
As you approach retirement, consolidating your retirement plans c...
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Tariffs, policy uncertainty weighs on economic, investing outlooks

04.23.2025 // Blog
Markets & Investing Chief Investment Officer Larry Adam notes...
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What’s the tariff endgame?

04.14.2025 // Markets & Investing
Economy & Policy In response to the April 2 “reciprocal...
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Financial Considerations As You Approach Retirement

04.09.2025 // Blog
Retirement is a milestone that marks the culmination of years of ...
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March 2025 Market Review

04.03.2025 // Blog
The equity market remained turbulent through March, with the S&am...
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Looking Through the Volatility

03.31.2025 // Blog
Drew O’Neil discusses fixed income market conditions and offers i...
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Q&A with Investment Strategy: Tariffs and Retaliation

03.21.2025 // Blog
Tariffs & Retaliation March 4, 2025 Larry Adam, Chief Investm...
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2025 fixed income outlook

03.19.2025 // Blog
Markets & Investing Senior Investment Strategist Tracey Manzi...
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February Market Review

03.07.2025 // Blog
A torrent of headlines churned U.S. equity markets in February, w...
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Spring Clean Your Finances

02.27.2025 // Blog
Family & Lifestyle Streamline planning for the future by gett...
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Employer-Sponsored Retirement Plans

02.20.2025 // Blog
Employer-sponsored retirement plans are a cornerstone of financia...
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Investment Strategies: Building a Robust Portfolio

02.13.2025 // Blog
It is always a challenge to manage your investment portfolio in a...
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January Market Review

02.10.2025 // Blog
Despite uncertainty surrounding inflation, interest rates, the po...
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Estate Planning: Securing your Legacy

01.30.2025 // Blog
Estate planning is the element of financial strategy that helps e...
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The Twists and Turns of Social Security

01.23.2025 // Blog
Retirement & Longevity This all-important retirement income s...
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Social Security Myths and Misconceptions

01.16.2025 // Blog
Retirement & Longevity Learn how to get the most from your ha...
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Life-Changing Events Change Your Taxes, Too

01.09.2025 // Blog
Tax Planning Review how six major life events can impact your fed...
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Roth Conversions

01.02.2025 // Blog
Roth Conversions: Impacts On Your Retirement Strategy A Roth conv...
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Required Minimum Distributions from Retirement Accounts

12.02.2024 // Blog
If you have a qualified retirement account, you may have heard th...
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Medicare: Eligibility and How to Apply

11.15.2024 // Blog
Medicare provides essential health coverage and financial protect...
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Should I Consult with a Financial Advisor in My 20s?

10.29.2024 // Blog
Financial Advisor is a term that often brings to mind individuals...
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Financial Advisors

09.09.2024 // Blog
Navigating the complex world of financial management can be a dau...
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The Importance of Budgeting in Financial Planning

07.01.2024 // Blog
Budgeting is more than just tracking income and expenses. It is a...
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How Much Should You Make Before Hiring a Financial Advisor?

06.03.2024 // Blog
In the realm of personal finance, one question often stands out: ...
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How much money should I have saved to retire at 65?

05.17.2024 // Blog
When it comes to financial planning, one of the most common quest...
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What are Financial Planning Tools?

04.04.2024 // Blog
According to the National Institute on Retirement Security, resea...
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Self-Investing Versus Hiring a Financial Professional

02.28.2024 // Blog
Self-investing is simply making your own investment decisions ins...
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Why is Financial Planning So Important?

01.24.2024 // Blog
Introduction In today's uncertain economic landscape, comprehendi...
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Stagflation?

10.30.2023 // Blog
If you listen to any business news or investing podcasts, you’ve ...
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Crypto currency basics and risks - Ben Schlueter, FA

04.24.2023 // Blog
WHAT ARE CRYPTOCURRENCIES? Cryptocurrencies represent digital uni...
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Understanding your money script - Easton Mossman, FA

04.20.2023 // Blog
Why are some investors more successful than others at building we...
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Act now to reduce your 2023 taxes - Marc Chamberlin, FA

04.20.2023 // Blog
If you’ve finished your 2022 tax returns, probably the last...
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Reynolds Wealth ManagementReynolds Wealth Management
Connect With Us
  • Fort Wayne Office 10211 Auburn Park Drive Fort Wayne, IN 46825
  • T 260.376.1000
  • F 260.376.1010
  • TF 855.893.7992
  • Map & Directions
  • Map & Directions
  • Warsaw Office 1904 E. Old Road 30 Warsaw, IN 46582
  • T 574.267.3004
  • F 574.267.2508
  • TF 888.315.3004
  • Map & Directions
  • Map & Directions
  • Garrett Office 129 S. Randolph Street Garrett, IN 46738
  • T 260.357.0081
  • F 260.553.9090
  • Map & Directions
  • Map & Directions

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