Steve Pollock

Whether you’re already engaged or just starting to discuss it, marriage can be a financial decision as well as a romantic one. Thinking through some of the bigger questions early on can help set you up for success long beyond the wedding. After all, the goal is alignment and cohesion in all areas of married … Continued

The SECURE ACT 2.0, or the Setting Every Community Up for Retirement Enhancement Act 2.0, was recently signed into law and brings with it several important changes that may affect your retirement planning. If you are a small business owner or an individual saving for retirement, it is important to understand these changes and how … Continued

There are some new faces at Reason Financial! In August we merged with Michael R. Boulger, CPA, an accounting, tax, and planning firm we have worked with closely for the last 12 years. The opportunity to add experienced and knowledgeable tax professionals to the Reason Financial & Tax brain trust was something we could not … Continued

For many Americans, the decision to buy a house is the biggest financial decision of their lives up to that point. It’s also a topic surrounded by misinformation, from TikTok videos advocating real estate over a 401(k) to experts who warn against incurring any debt even in the form of a mortgage. With home prices … Continued

Pick a major wisely, because estimated career earnings vary widely. A degree is an investment for the future. While future earnings should not be the primary motivator in choosing a field of study, they should help inform how much you plan to spend in obtaining that degree. Check out our various resources on planning for … Continued

In financial planning, people love to ask what their “number” is for retirement. One of the most frequently asked questions is: How much do I need to have in order to retire? A lesser-asked question is: How much do I need to save to pay for my kids’ college? This is a complicated question for … Continued

EXECUTIVE SUMMARY It will likely be months before a recession is officially called, but it is certainly feeling like data coming out of the 2nd quarter will not provide much solace. Economic indicators are divergent with both encouraging and discouraging data points. Remember that missing the best days in the market is a recipe for … Continued

When it comes to building a financial plan, our goal is to help you achieve your goals. Often, clients want to help their children pay for college. And while we love helping families work toward this goal, we’ve also noticed a number of misconceptions around how college fits into a broader financial plan. In this … Continued