George McReynolds CFP

10/09/2026

As the calendar year comes to a close, the final quarter presents an opportunity to review key financial, tax, and wealth-transfer strategies.
While every situation is unique, a proactive year-end review can help assess whether your broader financial plan remains aligned with your goals.

Five Areas to Review Before Year-End

10/07/2026

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-kf26a

10/05/2026

You planned for retirement. But did you plan for a retirement that could last 30 years or more? The Longevity Trap explores some of the most significant challenges retirees may face, including inflation, taxes, long-term care costs, sequence-of-returns risk, and survivor planning. The book also shares a structured approach to retirement income planning designed with longevity in mind. Because the question is not just whether your money will last, but how you'll make the most of the years ahead. 📖 Get your copy on Amazon today: https://www.amazon.com/dp/B0HBNDS4Z7

10/02/2026

Building wealth is one goal. Preparing the next generation to manage it is another. As trillions of dollars move between generations over the coming decades, family conversations and planning have never been more important. Read the article for key insights.

Older generations have already begun transferring trillions of dollars in wealth to their families and to charity in a process that many wealthy families aren’t as prepared for as they should be.

09/30/2026

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-kf26a

09/25/2026

Social Security isn't going away but uncertainty around future benefits is a reminder that retirement income shouldn't rely on any one source alone. A proactive plan can help you prepare for a variety of scenarios and stay focused on your long-term goals. Read the article to learn more.

Social Security isn't going away. Even in a worst-case scenario, you're going to get some of your promised benefits.But just how much you'll get depends on what Congress accomplishes to fix Social Security's deteriorating finances. Recent ...

09/23/2026

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-kf26a