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Thursday, July 22, 2021

At Reed Financial Planning Services, we often get calls from clients who find themselves inheriting money. People in this situation need to understand the rules, tax implications and options available for inherited assets. If you find...

Thursday, July 22, 2021

At Reed Financial Planning Services, we focus on working with baby boomers and Connecticut public school teachers. Our articles are focused on key topics that impact these groups of people.

Wednesday, July 21, 2021

A Living Trust Primer Estate planning is a key component of a Financial Plan. At Reed Financial Planning Services, we discuss estate planning with our clients and the role a trust can play in protecting assets,...

Thursday, April 29, 2021

Following a year of economic instability, it appears that many of us are turning our attention to something that’s been around for decades, but has recently piqued national interest - inflation. In fact, a recent study found that...

Friday, April 16, 2021

You work your entire life and save diligently in order to enjoy your retirement. It sounds simple, enough, but the realities of preparing for retirement can be much more complicated and overwhelming for some people. In fact, a recent...

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Saturday, March 6, 2021

Maybe you have a good base of friends where you live now, but your children have moved away. As they continue to grow families of their own, a thought may cross your mind. Should we move closer to our children (and grandchildren)? If...

Saturday, March 6, 2021

Deciding when to begin claiming your Social Security benefits will depend on several factors, such as your personal health and financial standings. It's true that waiting to access benefits will increase your monthly payments down the...