George McReynolds CFP

06/03/2026

What’s shaping the markets this week? Check out LPL's Research's latest commentary for key takeaways from this past week: https://www.mcwealth.com/Weekly-Market-Commentary.8.htm

06/01/2026

Retirement taxes aren’t always obvious, they’re full of hidden tripwires. One withdrawal, one gain, one “normal” income year… and suddenly you’re facing higher taxes, Social Security impacts, or Medicare surcharges. These are just a few of the stealth taxes that can quietly erode your retirement income. Want to understand how they work—and how to plan around them?

Buy your copy of Defuse the Bomb today on Amazon, or request a digital copy. Discover the value so many others have already gained from reading the book.

Request your copy here: https://forms.cloud.microsoft/r/jddmWbkjSC
or
Buy it from the Amazon Kindle Store: https://a.co/d/0dbEoiyc

05/29/2026

Are we in a market bubble, or just witnessing strong momentum? A recent Wall Street Journal article highlights why spotting a bubble in real time is so difficult, especially as markets post eye‑catching gains driven by earnings and innovation.

Being overly confident, either way, can sometimes be the biggest risk. The key is staying disciplined and focused on a long‑term strategy, not headlines.

If market uncertainty has you asking questions about your portfolio, let’s talk.

A sudden surge in share prices makes us all think we know what’s coming next.

05/27/2026

The markets are moving, are you in the know? Check out this week’s insights from LPL Research: https://www.mcwealth.com/Weekly-Market-Commentary.8.htm

05/25/2026

As a veteran, Memorial Day holds deep meaning for me. Today, we remember and honor those who gave their lives in service to our nation. Their courage and sacrifice will never be forgotten.

In observance of Memorial Day, the markets and our office will be closed. We’ll resume normal business hours tomorrow.

05/22/2026

Are you on track for retirement? A recent Forbes article breaks down how Americans’ retirement savings compare by age and why averages don’t always tell the full story. Remember, benchmarks provide helpful context, but your retirement plan should be built around your goals, lifestyle, and timeline.

How does your nest egg compare? Explore the average retirement savings by age in 2026 and learn expert strategies to catch up if you're falling behind.

05/20/2026

Stay informed on what’s impacting the markets. Read this week’s market commentary from LPL Research for key highlights: https://www.mcwealth.com/Weekly-Market-Commentary.8.htm

05/19/2026

Most people answer A because they assume the long‑term capital gains tax rate is always 15%. And that’s the first trap.

In this scenario, Betty pays the top long‑term capital gains rate of 20%. But that’s not the end of the story. Because her income is high, she’s also subject to the Net Investment Income Tax (NIIT)—an additional 3.8% stealth tax many investors don’t see coming.

👉 Want to understand the taxes hiding beneath the surface of your retirement plan?
Request your copy of Defuse the Bomb here: https://forms.cloud.microsoft/r/jddmWbkjSC
or
Download it from the Amazon Kindle Store: https://a.co/d/0dbEoiyc

05/15/2026

The Federal Reserve says America’s financial system is holding steady—but rising, more complex risks are building beneath the surface. As market professionals watch these vulnerabilities closely, it’s a reminder that stability today doesn’t eliminate the need for smart planning in the long term.

The Federal Reserve’s May 2026 report does not sound alarm bells. But resilience is not immunity.

05/13/2026

Wondering what’s driving the markets right now? Explore the latest trends and opportunities in this week's commentary article: https://www.mcwealth.com/Weekly-Market-Commentary.8.htm