Consumer Blog

Consumer Blog https://connect.xyplanningnetwork.com/consumer-blog Get the latest tips, tricks, and strategies for planning your financial future. Enjoy news from our industry-leading professionals on fee-only financial planning. en Fri, 17 Apr 2026 14:15:03 GMT 2026-04-17T14:15:03Z en Good Financial Reads: Smart Tax Moves Most People Miss https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-smart-tax-moves-most-people-miss <div class="hs-featured-image-wrapper"> <a href="https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-smart-tax-moves-most-people-miss" title="" class="hs-featured-image-link"> <img src="https://connect.xyplanningnetwork.com/hubfs/Blog%20Images/Consumer%20Blog%20Images/Good%20Financial%20Reads/Good%20Financial%20Reads%20Smart%20Tax%20Moves%20Most%20People%20Miss.png" alt="Good Financial Reads: Smart Tax Moves Most People Miss" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3>Live-In Flip Tax Strategy: How to Qualify for the Section 121 Exclusion</h3> <p><span>By <a href="https://connect.xyplanningnetwork.com/find-an-advisor/cynthia-meyer-10399">Cynthia Meyer, CFP®, CFA, ChFC®</a>, <a href="https://reallifeplanning.com/">Real Life Planning LLC</a></span></p> <div class="hs-featured-image-wrapper"> <a href="https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-smart-tax-moves-most-people-miss" title="" class="hs-featured-image-link"> <img src="https://connect.xyplanningnetwork.com/hubfs/Blog%20Images/Consumer%20Blog%20Images/Good%20Financial%20Reads/Good%20Financial%20Reads%20Smart%20Tax%20Moves%20Most%20People%20Miss.png" alt="Good Financial Reads: Smart Tax Moves Most People Miss" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3>Live-In Flip Tax Strategy: How to Qualify for the Section 121 Exclusion</h3> <p><span>By <a href="https://connect.xyplanningnetwork.com/find-an-advisor/cynthia-meyer-10399">Cynthia Meyer, CFP®, CFA, ChFC®</a>, <a href="https://reallifeplanning.com/">Real Life Planning LLC</a></span></p> <img src="https://track.hubspot.com/__ptq.gif?a=2275467&k=14&r=https%3A%2F%2Fconnect.xyplanningnetwork.com%2Fconsumer-blog%2Fgood-financial-reads-smart-tax-moves-most-people-miss&bu=https%253A%252F%252Fconnect.xyplanningnetwork.com%252Fconsumer-blog&bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Good Financial Reads Fri, 17 Apr 2026 14:15:02 GMT https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-smart-tax-moves-most-people-miss 2026-04-17T14:15:02Z XYPN Financial Experts Good Financial Reads: Real Estate Strategies and Considerations https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-real-estate-strategies-and-considerations <div class="hs-featured-image-wrapper"> <a href="https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-real-estate-strategies-and-considerations" title="" class="hs-featured-image-link"> <img src="https://connect.xyplanningnetwork.com/hubfs/Blog%20Images/Consumer%20Blog%20Images/Good%20Financial%20Reads/Good%20Financial%20Reads%20Should%20You%20Move%20Lowering%20Retirement%20Costs.png" alt="Good Financial Reads: Real Estate Strategies and Considerations" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3>20 Questions to Ask Before Investing in a Real Estate Syndication</h3> <p><span>By <a href="https://connect.xyplanningnetwork.com/find-an-advisor/cynthia-meyer-10399">Cynthia Meyer, CFP®, CFA, ChFC®</a>, <a href="https://reallifeplanning.com/">Real Life Planning LLC</a></span></p> <div class="hs-featured-image-wrapper"> <a href="https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-real-estate-strategies-and-considerations" title="" class="hs-featured-image-link"> <img src="https://connect.xyplanningnetwork.com/hubfs/Blog%20Images/Consumer%20Blog%20Images/Good%20Financial%20Reads/Good%20Financial%20Reads%20Should%20You%20Move%20Lowering%20Retirement%20Costs.png" alt="Good Financial Reads: Real Estate Strategies and Considerations" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3>20 Questions to Ask Before Investing in a Real Estate Syndication</h3> <p><span>By <a href="https://connect.xyplanningnetwork.com/find-an-advisor/cynthia-meyer-10399">Cynthia Meyer, CFP®, CFA, ChFC®</a>, <a href="https://reallifeplanning.com/">Real Life Planning LLC</a></span></p> <img src="https://track.hubspot.com/__ptq.gif?a=2275467&k=14&r=https%3A%2F%2Fconnect.xyplanningnetwork.com%2Fconsumer-blog%2Fgood-financial-reads-real-estate-strategies-and-considerations&bu=https%253A%252F%252Fconnect.xyplanningnetwork.com%252Fconsumer-blog&bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Good Financial Reads Fri, 20 Mar 2026 14:15:00 GMT https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-real-estate-strategies-and-considerations 2026-03-20T14:15:00Z XYPN Financial Experts Good Financial Reads: Topics for Your Next Money Date https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-topics-for-your-next-money-date <div class="hs-featured-image-wrapper"> <a href="https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-topics-for-your-next-money-date" title="" class="hs-featured-image-link"> <img src="https://connect.xyplanningnetwork.com/hubfs/Blog%20Images/Consumer%20Blog%20Images/Good%20Financial%20Reads/Good%20Financial%20Reads%20Topics%20for%20Your%20Next%20Money%20Date.png" alt="Good Financial Reads: Topics for Your Next Money Date" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3>The Money Date – A Simple Checklist for Couples Who Want to Get on the Same Page Financially</h3> <p><span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;"><span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;"><span>By <a href="https://connect.xyplanningnetwork.com/find-an-advisor/michael-reynolds-11452">Michael Reynolds, CFP®</a>, <a href="https://www.elevationfinancial.com/">Elevation Financial LLC</a></span></span></span></p> <div class="hs-featured-image-wrapper"> <a href="https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-topics-for-your-next-money-date" title="" class="hs-featured-image-link"> <img src="https://connect.xyplanningnetwork.com/hubfs/Blog%20Images/Consumer%20Blog%20Images/Good%20Financial%20Reads/Good%20Financial%20Reads%20Topics%20for%20Your%20Next%20Money%20Date.png" alt="Good Financial Reads: Topics for Your Next Money Date" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3>The Money Date – A Simple Checklist for Couples Who Want to Get on the Same Page Financially</h3> <p><span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;"><span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;"><span>By <a href="https://connect.xyplanningnetwork.com/find-an-advisor/michael-reynolds-11452">Michael Reynolds, CFP®</a>, <a href="https://www.elevationfinancial.com/">Elevation Financial LLC</a></span></span></span></p> <img src="https://track.hubspot.com/__ptq.gif?a=2275467&k=14&r=https%3A%2F%2Fconnect.xyplanningnetwork.com%2Fconsumer-blog%2Fgood-financial-reads-topics-for-your-next-money-date&bu=https%253A%252F%252Fconnect.xyplanningnetwork.com%252Fconsumer-blog&bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Good Financial Reads Fri, 06 Mar 2026 15:15:00 GMT https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-topics-for-your-next-money-date 2026-03-06T15:15:00Z XYPN Financial Experts Good Financial Reads: Uncomplicate Your Cash Flow https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-uncomplicate-your-cash-flow <div class="hs-featured-image-wrapper"> <a href="https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-uncomplicate-your-cash-flow" title="" class="hs-featured-image-link"> <img src="https://connect.xyplanningnetwork.com/hubfs/Blog%20Images/Consumer%20Blog%20Images/Good%20Financial%20Reads/Good%20Financial%20Reads%20Uncomplicate%20Your%20Cash%20Flow.png" alt="Good Financial Reads: Uncomplicate Your Cash Flow" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3>Manage Your Complicated Cash Flow: Fund the Fun Stuff While Still Knowing You’re Safe.</h3> <p><span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;"><span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;">By <a href="https://connect.xyplanningnetwork.com/find-an-advisor/meg-bartelt-10372">Meg Bartelt, CFP®, MSFP, RICP®</a>, <a href="https://flowfp.com/">Flow Financial Planning</a><br></span></span></p> <div class="hs-featured-image-wrapper"> <a href="https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-uncomplicate-your-cash-flow" title="" class="hs-featured-image-link"> <img src="https://connect.xyplanningnetwork.com/hubfs/Blog%20Images/Consumer%20Blog%20Images/Good%20Financial%20Reads/Good%20Financial%20Reads%20Uncomplicate%20Your%20Cash%20Flow.png" alt="Good Financial Reads: Uncomplicate Your Cash Flow" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3>Manage Your Complicated Cash Flow: Fund the Fun Stuff While Still Knowing You’re Safe.</h3> <p><span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;"><span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;">By <a href="https://connect.xyplanningnetwork.com/find-an-advisor/meg-bartelt-10372">Meg Bartelt, CFP®, MSFP, RICP®</a>, <a href="https://flowfp.com/">Flow Financial Planning</a><br></span></span></p> <img src="https://track.hubspot.com/__ptq.gif?a=2275467&k=14&r=https%3A%2F%2Fconnect.xyplanningnetwork.com%2Fconsumer-blog%2Fgood-financial-reads-uncomplicate-your-cash-flow&bu=https%253A%252F%252Fconnect.xyplanningnetwork.com%252Fconsumer-blog&bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Good Financial Reads Fri, 20 Feb 2026 15:15:01 GMT https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-uncomplicate-your-cash-flow 2026-02-20T15:15:01Z XYPN Financial Experts Good Financial Reads: The ABCs of IRAs: Conversion, Recharacterization, and Taxation https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-the-abcs-of-iras-conversion-recharacterization-and-taxation <div class="hs-featured-image-wrapper"> <a href="https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-the-abcs-of-iras-conversion-recharacterization-and-taxation" title="" class="hs-featured-image-link"> <img src="https://connect.xyplanningnetwork.com/hubfs/Blog%20Images/Consumer%20Blog%20Images/Good%20Financial%20Reads/Good%20Financial%20Reads%20The%20ABCs%20of%20IRAs%20Conversion%2c%20Recharacterization%2c%20and%20Taxation.png" alt="Good Financial Reads: The ABCs of IRAs: Conversion, Recharacterization, and Taxation" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3>Roth IRA Recharacterization: What It Is and When Medical Professionals Should Consider It</h3> <p><span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;"><span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;">By <a href="https://connect.xyplanningnetwork.com/find-an-advisor/ivan-havrylyan-10584">Ivan Havrylyan, CFP®</a>, <a href="https://www.otbfinancialplanning.com/">Outside The Box Financial Planning</a></span></span></p> <div class="hs-featured-image-wrapper"> <a href="https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-the-abcs-of-iras-conversion-recharacterization-and-taxation" title="" class="hs-featured-image-link"> <img src="https://connect.xyplanningnetwork.com/hubfs/Blog%20Images/Consumer%20Blog%20Images/Good%20Financial%20Reads/Good%20Financial%20Reads%20The%20ABCs%20of%20IRAs%20Conversion%2c%20Recharacterization%2c%20and%20Taxation.png" alt="Good Financial Reads: The ABCs of IRAs: Conversion, Recharacterization, and Taxation" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3>Roth IRA Recharacterization: What It Is and When Medical Professionals Should Consider It</h3> <p><span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;"><span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;">By <a href="https://connect.xyplanningnetwork.com/find-an-advisor/ivan-havrylyan-10584">Ivan Havrylyan, CFP®</a>, <a href="https://www.otbfinancialplanning.com/">Outside The Box Financial Planning</a></span></span></p> <img src="https://track.hubspot.com/__ptq.gif?a=2275467&k=14&r=https%3A%2F%2Fconnect.xyplanningnetwork.com%2Fconsumer-blog%2Fgood-financial-reads-the-abcs-of-iras-conversion-recharacterization-and-taxation&bu=https%253A%252F%252Fconnect.xyplanningnetwork.com%252Fconsumer-blog&bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Good Financial Reads Fri, 23 Jan 2026 15:15:01 GMT https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-the-abcs-of-iras-conversion-recharacterization-and-taxation 2026-01-23T15:15:01Z XYPN Financial Experts Good Financial Reads: Rethinking Your Retirement Plan https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-rethinking-your-retirement-plan <div class="hs-featured-image-wrapper"> <a href="https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-rethinking-your-retirement-plan" title="" class="hs-featured-image-link"> <img src="https://connect.xyplanningnetwork.com/hubfs/Blog%20Images/Consumer%20Blog%20Images/Good%20Financial%20Reads/Good%20Financial%20Reads%20Rethinking%20Your%20Retirement%20Plan.png" alt="Good Financial Reads: Rethinking Your Retirement Plan" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3>I’m Behind on Retirement Savings at 45, 50, or 55. Now What?</h3> <p>by <a href="https://connect.xyplanningnetwork.com/find-an-advisor/andre-small-95763">André Small, CFP®, MBA</a>, <a href="https://www.asmallinvestment.com/">A Small Investment, LLC</a><span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;"><span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;"><a href="https://www.singhpwm.com/"></a><br></span></span></p> <h3 style="line-height: 1.5;"></h3> <div class="hs-featured-image-wrapper"> <a href="https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-rethinking-your-retirement-plan" title="" class="hs-featured-image-link"> <img src="https://connect.xyplanningnetwork.com/hubfs/Blog%20Images/Consumer%20Blog%20Images/Good%20Financial%20Reads/Good%20Financial%20Reads%20Rethinking%20Your%20Retirement%20Plan.png" alt="Good Financial Reads: Rethinking Your Retirement Plan" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3>I’m Behind on Retirement Savings at 45, 50, or 55. Now What?</h3> <p>by <a href="https://connect.xyplanningnetwork.com/find-an-advisor/andre-small-95763">André Small, CFP®, MBA</a>, <a href="https://www.asmallinvestment.com/">A Small Investment, LLC</a><span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;"><span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;"><a href="https://www.singhpwm.com/"></a><br></span></span></p> <h3 style="line-height: 1.5;"></h3> <img src="https://track.hubspot.com/__ptq.gif?a=2275467&k=14&r=https%3A%2F%2Fconnect.xyplanningnetwork.com%2Fconsumer-blog%2Fgood-financial-reads-rethinking-your-retirement-plan&bu=https%253A%252F%252Fconnect.xyplanningnetwork.com%252Fconsumer-blog&bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Good Financial Reads Fri, 09 Jan 2026 15:15:01 GMT https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-rethinking-your-retirement-plan 2026-01-09T15:15:01Z XYPN Financial Experts Good Financial Reads: Protecting your Portfolio https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-protecting-your-portfolio <div class="hs-featured-image-wrapper"> <a href="https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-protecting-your-portfolio" title="" class="hs-featured-image-link"> <img src="https://connect.xyplanningnetwork.com/hubfs/Blog%20Images/Consumer%20Blog%20Images/Good%20Financial%20Reads/Good%20Financial%20Reads%20Put%20Your%20Money%20to%20Work%20(1).png" alt="Good Financial Reads: Protecting your Portfolio" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3>Protect Your Investment Portfolio from the AI Bubble</h3> <p><span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;"><span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;">By <a href="https://connect.xyplanningnetwork.com/find-an-advisor/meg-bartelt-10372">Meg Bartelt, </a><span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;"><span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;"><a href="https://connect.xyplanningnetwork.com/find-an-advisor/meg-bartelt-10372">CFP®, MSFP,  RICP®</a>, </span></span><a href="https://flowfp.com/">Flow Financial Planning</a><br></span></span></p> <h3 style="line-height: 1.5;"></h3> <div class="hs-featured-image-wrapper"> <a href="https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-protecting-your-portfolio" title="" class="hs-featured-image-link"> <img src="https://connect.xyplanningnetwork.com/hubfs/Blog%20Images/Consumer%20Blog%20Images/Good%20Financial%20Reads/Good%20Financial%20Reads%20Put%20Your%20Money%20to%20Work%20(1).png" alt="Good Financial Reads: Protecting your Portfolio" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3>Protect Your Investment Portfolio from the AI Bubble</h3> <p><span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;"><span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;">By <a href="https://connect.xyplanningnetwork.com/find-an-advisor/meg-bartelt-10372">Meg Bartelt, </a><span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;"><span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;"><a href="https://connect.xyplanningnetwork.com/find-an-advisor/meg-bartelt-10372">CFP®, MSFP,  RICP®</a>, </span></span><a href="https://flowfp.com/">Flow Financial Planning</a><br></span></span></p> <h3 style="line-height: 1.5;"></h3> <img src="https://track.hubspot.com/__ptq.gif?a=2275467&k=14&r=https%3A%2F%2Fconnect.xyplanningnetwork.com%2Fconsumer-blog%2Fgood-financial-reads-protecting-your-portfolio&bu=https%253A%252F%252Fconnect.xyplanningnetwork.com%252Fconsumer-blog&bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Good Financial Reads Fri, 12 Dec 2025 15:15:01 GMT https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-protecting-your-portfolio 2025-12-12T15:15:01Z XYPN Financial Experts Good Financial Reads: A Human Approach to Financial Planning https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-a-human-approach-to-financial-planning <div class="hs-featured-image-wrapper"> <a href="https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-a-human-approach-to-financial-planning" title="" class="hs-featured-image-link"> <img src="https://connect.xyplanningnetwork.com/hubfs/Blog%20Images/Consumer%20Blog%20Images/Good%20Financial%20Reads/Good%20Financial%20Reads%20A%20Human%20Approach%20to%20Financial%20Planning.png" alt="Good Financial Reads: A Human Approach to Financial Planning" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3>How to Handle Business Profits and Reinvestment: Smart Strategies for Entrepreneurs Balancing Growth and Personal Goals</h3> <p><span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;"><span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;">By <a href="https://connect.xyplanningnetwork.com/find-an-advisor/christopher-stroup-28337">Christopher Stroup, CFP®, MBA, EA</a>, <a href="https://siliconbeachfinancial.com/">Silicon Beach Financial</a></span></span></p> <h3 style="line-height: 1.5;"></h3> <div class="hs-featured-image-wrapper"> <a href="https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-a-human-approach-to-financial-planning" title="" class="hs-featured-image-link"> <img src="https://connect.xyplanningnetwork.com/hubfs/Blog%20Images/Consumer%20Blog%20Images/Good%20Financial%20Reads/Good%20Financial%20Reads%20A%20Human%20Approach%20to%20Financial%20Planning.png" alt="Good Financial Reads: A Human Approach to Financial Planning" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3>How to Handle Business Profits and Reinvestment: Smart Strategies for Entrepreneurs Balancing Growth and Personal Goals</h3> <p><span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;"><span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;">By <a href="https://connect.xyplanningnetwork.com/find-an-advisor/christopher-stroup-28337">Christopher Stroup, CFP®, MBA, EA</a>, <a href="https://siliconbeachfinancial.com/">Silicon Beach Financial</a></span></span></p> <h3 style="line-height: 1.5;"></h3> <img src="https://track.hubspot.com/__ptq.gif?a=2275467&k=14&r=https%3A%2F%2Fconnect.xyplanningnetwork.com%2Fconsumer-blog%2Fgood-financial-reads-a-human-approach-to-financial-planning&bu=https%253A%252F%252Fconnect.xyplanningnetwork.com%252Fconsumer-blog&bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Good Financial Reads Fri, 28 Nov 2025 15:18:00 GMT https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-a-human-approach-to-financial-planning 2025-11-28T15:18:00Z XYPN Financial Experts Good Financial Reads: The Hidden Power of Tax Planning https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-the-hidden-power-of-tax-planning <div class="hs-featured-image-wrapper"> <a href="https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-the-hidden-power-of-tax-planning" title="" class="hs-featured-image-link"> <img src="https://connect.xyplanningnetwork.com/hubfs/Blog%20Images/Advisor%20Blog%20Images/Good%20Financial%20Reads%20The%20Hidden%20Power%20of%20Tax%20Planning.png" alt="Good Financial Reads: The Hidden Power of Tax Planning" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3>How to File Taxes as a Small Business Owner: Forms, Strategies, and Key Differences for Sole Props, LLCs, and S-Corps</h3> <p><span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;">by <a href="https://connect.xyplanningnetwork.com/find-an-advisor/christopher-stroup-28337">Christopher Stroup, CFP®, MBA, EA</a>, <a href="https://siliconbeachfinancial.com/">Silicon Beach Financial</a><a href="https://www.exponentialadvisors.net/"></a><br></span></p> <h3></h3> <div class="hs-featured-image-wrapper"> <a href="https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-the-hidden-power-of-tax-planning" title="" class="hs-featured-image-link"> <img src="https://connect.xyplanningnetwork.com/hubfs/Blog%20Images/Advisor%20Blog%20Images/Good%20Financial%20Reads%20The%20Hidden%20Power%20of%20Tax%20Planning.png" alt="Good Financial Reads: The Hidden Power of Tax Planning" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3>How to File Taxes as a Small Business Owner: Forms, Strategies, and Key Differences for Sole Props, LLCs, and S-Corps</h3> <p><span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;">by <a href="https://connect.xyplanningnetwork.com/find-an-advisor/christopher-stroup-28337">Christopher Stroup, CFP®, MBA, EA</a>, <a href="https://siliconbeachfinancial.com/">Silicon Beach Financial</a><a href="https://www.exponentialadvisors.net/"></a><br></span></p> <h3></h3> <img src="https://track.hubspot.com/__ptq.gif?a=2275467&k=14&r=https%3A%2F%2Fconnect.xyplanningnetwork.com%2Fconsumer-blog%2Fgood-financial-reads-the-hidden-power-of-tax-planning&bu=https%253A%252F%252Fconnect.xyplanningnetwork.com%252Fconsumer-blog&bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Good Financial Reads Fri, 14 Nov 2025 15:15:00 GMT https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-the-hidden-power-of-tax-planning 2025-11-14T15:15:00Z XYPN Financial Experts Good Financial Reads: Make Every Dollar Work Harder in Retirement https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-make-every-dollar-work-harder-in-retirement <div class="hs-featured-image-wrapper"> <a href="https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-make-every-dollar-work-harder-in-retirement" title="" class="hs-featured-image-link"> <img src="https://connect.xyplanningnetwork.com/hubfs/Blog%20Images/Consumer%20Blog%20Images/Good%20Financial%20Reads/Good%20Financial%20Reads%20Make%20Every%20Dollar%20Work%20Harder%20in%20Retirement.png" alt="Good Financial Reads: Make Every Dollar Work Harder in Retirement" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3>Avoid the $73,000 Mistake</h3> <p><span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;">by <a href="https://connect.xyplanningnetwork.com/find-an-advisor/joshua-brooks-13976">Josh Brooks, <span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;">CFP®</span></a>, <a href="https://www.exponentialadvisors.net/">Exponential Advisors LLC</a><br></span></p> <div class="hs-featured-image-wrapper"> <a href="https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-make-every-dollar-work-harder-in-retirement" title="" class="hs-featured-image-link"> <img src="https://connect.xyplanningnetwork.com/hubfs/Blog%20Images/Consumer%20Blog%20Images/Good%20Financial%20Reads/Good%20Financial%20Reads%20Make%20Every%20Dollar%20Work%20Harder%20in%20Retirement.png" alt="Good Financial Reads: Make Every Dollar Work Harder in Retirement" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3>Avoid the $73,000 Mistake</h3> <p><span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;">by <a href="https://connect.xyplanningnetwork.com/find-an-advisor/joshua-brooks-13976">Josh Brooks, <span style="background-color: transparent; font-family: 'Open Sans', sans-serif; font-weight: 400;">CFP®</span></a>, <a href="https://www.exponentialadvisors.net/">Exponential Advisors LLC</a><br></span></p> <img src="https://track.hubspot.com/__ptq.gif?a=2275467&k=14&r=https%3A%2F%2Fconnect.xyplanningnetwork.com%2Fconsumer-blog%2Fgood-financial-reads-make-every-dollar-work-harder-in-retirement&bu=https%253A%252F%252Fconnect.xyplanningnetwork.com%252Fconsumer-blog&bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Good Financial Reads Fri, 17 Oct 2025 14:15:01 GMT https://connect.xyplanningnetwork.com/consumer-blog/good-financial-reads-make-every-dollar-work-harder-in-retirement 2025-10-17T14:15:01Z XYPN Financial Experts