Financial planning content is everywhere. Most of it is generic, recycled from the same playbook, and written by people who have never sat across from a client navigating a business exit, a sudden inheritance, or the transition from accumulation to freedom.
This is different. Every article here comes from the advisors at Freedom Wealth Planning. Real scenarios. Real strategies. Real questions that our clients ask, answered by the team that does the work: Jared Reynolds (CFP, CPWA, CEPA, CPFA), Taylor Knipp (Director of Advanced Planning), and the specialists who bring our FORMula to life every day.
Browse by topic, search for something specific, or start with one of our featured articles below.
This virtual event features discussions from thought leaders and senior-level speakers at Dimensional. Presentations introduce key investment principles, describe Dimensional’s
When it comes to financial planning, it’s only natural that every individual would have different priorities, needs, and short- and
As we’re all managing social distancing and non-essential business closures that will be in place for at least until the
Your financial wellbeing is of the utmost importance during challenging times. The current market is a situation we’re monitoring closely,
Health care related taxes can meaningfully affect long-term wealth outcomes, particularly for individuals with higher income, investment assets, or complex
When developing an estate and retirement plan, many individuals choose to name a spouse as the primary beneficiary of an
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As we approach year-end 2025, qualified charitable distributions (QCDs) remain a powerful strategy for tax-efficient giving. For individuals with traditional
Recent tax legislation has indirectly strengthened the appeal of Qualified Charitable Distributions (QCDs), a strategy that allows individuals age 70½
Selling a business presents a rare opportunity to optimize tax outcomes through proactive planning. A range of strategies, from foundational
When planning for education expenses, it’s essential to evaluate savings vehicles through the lens of tax efficiency, control, flexibility, financial
We organize our articles around the themes that come up most often in client conversations. Each category reflects a real area of our planning practice, not a keyword we’re trying to rank for.
What does it actually mean to be free? Not just financially independent, but genuinely free to spend your 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 everyone.
Selling a business, transitioning ownership, or stepping back from daily operations is one of the most complex financial events a person can experience. Our exit planning articles cover valuation, tax strategy, succession planning, and the emotional side of letting go of something you built. Written by a CEPA-certified advisor who has guided owners through this process.
Professional athletes and college athletes navigating NIL deals face financial decisions most people never encounter, and they face them on compressed timelines. Our articles cover contract structures, tax planning for variable income, protecting wealth during and after a playing career, and building a financial foundation that lasts longer than the game.
Wealth planning for families goes beyond investment portfolios. It includes estate structures, generational transfers, education funding, insurance strategies, and the conversations that families need to have but often avoid. These articles help you think about the full picture of your family’s financial life.
Tax planning is not something you do once a year in April. It’s an ongoing part of wealth management that touches every financial decision. Our tax strategy articles cover Roth conversions, charitable giving structures, capital gains planning, and the specific tax considerations that business owners and high-net-worth families face.
Our proprietary planning process, the Freedom FORMula, provides the framework we use with every client. These articles explain how it works, why it’s different from conventional planning approaches, and how it brings clarity to complex financial situations. FORM stands for the structured approach that turns uncertainty into a clear path forward.
Most financial planning content online exists for one reason: search engine traffic. It’s written by content mills, approved by compliance departments who strip out anything useful, and published under a firm name that may or may not have a real human behind it. You’ve seen these articles. They say a lot of words and communicate almost nothing.
We think that’s a disservice to the people who are actually trying to make smart decisions about their money, their businesses, and their families’ futures. So we took a different approach.
Every article in our Insights section is authored by someone who sits across from clients every week. Jared Reynolds brings three decades of experience and four professional designations (CFP, CPWA, CEPA, CPFA) to his writing. Taylor Knipp applies her advanced planning expertise to break down complex tax and estate concepts. When our team writes about exit planning for a business owner, it’s because they just helped one navigate that exact scenario.
That’s the difference between content and insight. Content fills a page. Insight comes from practice.
You’ll find honest perspectives on wealth building, the transition from working because you have to toward working because you want to, tax strategies that actually apply to real situations, and the specific planning challenges that business owners, established families, and professional athletes face.
You won’t find generic listicles. You won’t find recycled advice about saving 15% of your income. And you won’t find content that pretends planning is simple or that one approach works for everyone. Our panoramic view of wealth means we cover the full picture, including the parts that other advisors skip because they’re complicated or uncomfortable.
Founder of Freedom Wealth Planning and a fiduciary advisor with decades of experience helping families, business owners, and professional athletes build and protect wealth. Jared writes about the intersection of financial 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), Bill Grinde (Insurance Specialist), and Lorna Moore (Director of Client Experience). Together, they bring a panoramic perspective to every article and every client relationship.
We send occasional articles on 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.
Every article is written or 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 or ghostwriters. What you read here comes directly from the people who do the planning work.
We aim to publish 2-4 new articles per month. Our focus is quality over quantity. Each piece covers a specific planning scenario, tax strategy, or financial concept that our clients and prospects actually ask about.
Absolutely. Every article is written to be understood by people who aren’t financial professionals. We encourage you to share anything that resonates. If an article sparks a conversation about your own financial situation, that’s exactly the point.
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, we’d love to have a conversation. You can request an appointment through our website.
Yes. You’ll find articles on business exit planning, NIL and athlete finance, tax strategy, family wealth dynamics, and the broader concept of financial freedom (what we call the day you work because you want to, not because you have to). Our panoramic approach to planning means our content covers the full picture.
Absolutely. Our articles are written for anyone who wants to think more clearly about their financial life. You don’t need to be a client, and there’s no paywall or gated content. If something you read leads you to a conversation with our team, great. If it simply helps you ask better questions of whoever advises you, that’s a win too.
Three things set our content apart. First, every article is authored by a credentialed advisor with specific designations (CFP, CPWA, CEPA, CPFA), not a marketing team or content agency. 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. Our team is here to have the kind of honest, clear-headed conversation about wealth planning that you won’t find in a blog post. No pressure. No pitch. Just a real discussion about where you are, where you want to be, and whether we’re the right fit to help you get there.
