Most financial planning content online was written to rank, not to help. It’s been through three rounds of compliance edits and two rounds of search engine optimization, and by the time it reaches the page it’s been stripped of everything that made it worth reading.
We took a different approach. Every article here comes from the advisors at Freedom Wealth Planning, and these are the same conversations we have with clients about closing the Wealth Gap, structuring a business transition, protecting NIL earnings, or building a tax plan that actually works year after year. Real scenarios. Real strategy. Written by the team that does the work.
Browse by topic below, search for something specific, or start with one of our featured articles.
We organize our articles around the planning conversations that come up most often. Each topic reflects a real area of our practice, not a keyword we’re trying to rank for. If you’re not sure where to start, the featured articles below are a good entry point.
HERE ARE THE RIGHT QUESTIONS TO ASK SO YOU KNOW WHAT’S GOING ON BEHIND THE SCENES If the topic of
In an unexpected move on Tuesday, the IRS announced new guidance around required minimum distribution (RMD) rollbacks. The new guidelines
We entered the green phase of COVID-19 recently, and we are cautiously optimistic about returning to work and life amid
Of course, social, global, and economic events, such as the pandemic crisis and other ongoing world circumstances, can and will
These are the articles our team would hand a new client before the FIT Meeting. They cover the questions we hear most often and the planning conversations that change the most lives.
By now, you’ve likely heard that we’re in an inflationary environment and you’ve surely noticed almost everything is more expensive.
Regardless of your financial situation, money is a finite resource. If you want to buy a house, or retire, you
After your plan is delivered and you have a game plan for your wealth, you may want to know more
As seen in Investopedia on July 28, 2020 For most investors, a safe and sound retirement is priority number one. The bulk of many
As seen in Investopedia on April 19, 2020 What Is Wealth Management? Wealth management is an investment advisory service that combines
As seen in Entrepreneur on August 16, 2018 Future is very unpredictable. No matter how hard we try, you cannot really
What just happened? Think for a second about your mindset in January, 2020. Looking back, it’s shocking to think the
These categories aren’t arbitrary. They map to the planning conversations we have with established families and individuals, business owners, and professional and NIL athletes. Each topic exists because real clients keep asking real questions, and we keep writing real answers.
What does it actually mean to be free? Not just financially independent, but free to spend time on what matters. These articles explore the mindset, the math, and the milestones on the path from “I have to work” to “I choose to work.” We call it your Day of Freedom, and it looks different for every family.
Selling a business, transitioning ownership, or stepping back from daily operations is one of the most complex financial events most people will ever navigate. Our exit planning articles cover the Three Gaps (Profit, Value, and Wealth), the Four Cs of enterprise value, the Five Ds of involuntary exit risk, and the emotional side of letting go of something you built. Written by a CEPA-certified advisor who guides owners through this process every week.
Professional and college NIL athletes face financial decisions most people never encounter, and they face them on compressed timelines. These articles cover contract structures, multi-state tax planning (the jock tax is real), protecting wealth during and after a career, and building a financial foundation that lasts longer than the playing window.
Wealth planning for Established Families and Individuals goes beyond an investment portfolio. It includes estate structures, generational transfers, healthcare planning, philanthropy, and the conversations families need to have but often avoid. These articles help you see the full picture instead of one slice at a time.
Tax planning isn’t something you do once a year in April. It’s an ongoing piece of wealth management that touches almost every financial decision. Our tax articles cover Roth conversions, charitable giving structures, capital gains planning, and the specific situations that business owners and established families run into most.
The Freedom FORMula is our proprietary framework for panoramic wealth planning, organized around seven integrated planning areas. These articles explain how the FORMula works, why it’s different from conventional advisor playbooks, and how it brings structure to complex financial lives.
A lot of what passes for financial planning content online was assembled by people who have never sat across from a real client during a real decision. It was outlined by a marketing team, drafted by a writer who isn’t a fiduciary, scrubbed by compliance, and published under a firm name that may or may not have a credentialed advisor anywhere near it. You’ve read these articles, and they use a lot of words to say almost nothing.
That’s a disservice to people trying to make real decisions about real money, so we built our Insights archive on a different premise.
Every article here is written or directly reviewed by a credentialed member of our team. Jared Reynolds (CFP, CPWA, CEPA, CPFA) leads most of our authorship and brings three decades of experience to the page. Taylor Knipp (Director of Advanced Planning) breaks down advanced tax and estate concepts, and our specialists weigh in on the topics they live every day.
When you read a piece here about exit planning, it’s because we just helped an owner work through that exact scenario. When you read about NIL contracts, it’s because we just sat with an athlete and their family the week before. That’s the difference between content and insight. Content fills a page. Insight comes from practice.
You’ll find honest perspectives on building wealth, on the transition from working because you have to toward working because you want to, on tax strategies that apply to real situations, and on the planning challenges that business owners, established families, and athletes actually face. You’ll also find the parts other advisors skip because they’re complicated or uncomfortable.
You won’t find generic listicles. You won’t find recycled advice about saving fifteen percent of your income. And you won’t find content that pretends planning is simple or that one approach works for everyone.
Founder and CEO of Freedom Wealth Planning. Jared brings three decades of experience guiding Established Families and Individuals, business owners, and professional and NIL athletes through complex financial decisions. His articles focus on the intersection of planning and personal freedom.
Taylor leads the advanced planning division at Freedom Wealth, specializing in tax strategies, estate structures, and complex financial situations. Her articles break down technical concepts into practical guidance.
Our full team includes Gina Tedesco (Wealth Strategist), Payton Sapp (Advisor Associate/Wealth Advisor), Bill Grinde (Specialist/Team’s Paraplanner), and Lorna Moore (Director of Client Experience). Together, they bring a panoramic perspective to every article and every client relationship.
Once or twice a month, we send a new article (or sometimes a few) directly to subscribers. Topics range across wealth planning, tax strategy, exit planning, and the path to financial freedom. Written by our team, for people who think seriously about their financial future.
You enter your email. We send you our latest insights as they’re published. You can unsubscribe at any time, and we never share your email with anyone outside our team. That’s it.
Every article is written or directly reviewed by a credentialed member of the Freedom Wealth Planning team. Most are authored by Jared Reynolds (CFP, CPWA, CEPA, CPFA) or Taylor Knipp (Director of Advanced Planning). We don’t use syndicated content, ghostwriters, or content mills. What you read here comes from the people who do the planning work.
We aim for two to four new pieces per month. Quality over quantity. Each article covers a specific planning scenario, tax strategy, or financial concept that our clients and prospects actually ask about, not a keyword we picked off a list.
Please do. Every article is written to be understood by people who aren’t financial professionals. If a piece sparks a conversation with someone in your life, that’s exactly the point. We’ve had clients forward our articles to their CPA, their attorney, and even their other advisors. That’s all fine.
No. These articles are educational content designed to help you think more clearly about wealth planning topics. They’re not personalized financial advice. For guidance tailored to your specific situation, request a FIT Meeting and we can have a real conversation about your situation. Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.
Yes. You’ll find articles on exit planning, NIL and athlete finance, family wealth dynamics, tax strategy, and the broader idea of financial freedom (what we call the day you work because you want to, not because you have to). Panoramic planning means our content covers the full picture, not just the investment piece.
Of course. Our articles are written for anyone who wants to think more clearly about their financial life. You don’t need to be a client. There’s no paywall, no gated content, and no email required to read. If something here leads you to a FIT Meeting, great. If it just helps you ask better questions of whoever currently advises you, that’s a win too.
Three things. First, every article is authored by a credentialed advisor with specific designations, not a marketing team. Second, we write about real client scenarios, not theoretical examples. Third, we don’t avoid the complicated or uncomfortable topics. Exit planning, family wealth dynamics, athlete finances, and the emotional side of money all show up here because they show up in our practice.
If something you’ve read here made you think about your own situation, that’s a good sign. The planning we write about isn’t theoretical to us, it’s what our team does every week, and if you’re ready to find out whether we’re the right fit, the next step is simple: schedule a FIT Meeting. No pitch. No pressure. Just an honest conversation about where you are, where you want to go, and whether Freedom Wealth Planning is the right partner for the next chapter.
Take your time. Read a few articles. Forward one to your spouse or business partner. Come back when you’re ready, and we’ll be here. Either way, you’ll leave with more clarity than you arrived with.
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Sarasota, Florida Office: Monday-Thursday 8:30am -4:30pm EST. Friday 8:30am – 3pm EST.
Clients served nationwide.
Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.
