Reify Wealth Advisors

We’re proud to support our friends at Kitty City Misty Eyes Animal Center and sponsor this suite where cats in need of homes can comfortably await adoption.

Stop by and say hello to Suite 12! 🐈‍⬛

Halfway through the year is the perfect time for a financial reset.

Our Q2 newsletter is packed with timely insights on:
✓ Building a financial foundation after graduation
✓ Managing cash flow when income isn’t predictable
✓ Conducting a mid-year financial checkup
✓ Understanding new tax-favored savings accounts for children

.. And while you're planning ahead, be sure to save the date for our Retirement Planning Workshop on July 15.

Read more: https://www.reifywealthadvisors.com/news-events

New office debate: If you're taking a family photo on the Titanic grand staircase, does someone automatically have to yell, "I'm the king of the world!"? 🚢

We'll have to ask our CPA Pam, who recently took a family trip to Tennessee and visited the Titanic Museum!

🎂 The office celebration was just the beginning!

Angie rang in her 60th birthday with a tropical getaway to Antigua, surrounded by her husband, closest friends, and plenty of sunshine. We're so glad she was able to celebrate this milestone in such a special way!

Happy birthday to our phenomenal paraplanner, Angie!

This celebration comes with an extra sweet tradition: chocolate and peanut butter ice cream cake from Cold Stone’s 🎂

Wishing her a year filled with many more sweet moments!

Tabitha is hard at work today focused on investment operations, while Teddy handles what he does best—supervising team morale 🐾

🎉 April birthday round-up — Happy birthday, Pam!

We’re so grateful for everything she brings to the Reify team and hope her birthday month was filled with celebration, joy, and a little something sweet. Wishing her a fantastic year ahead! 🎂

We’re live TONIGHT!

If the markets have felt overwhelming lately, join us for a Market Briefing and live Q&A with our team. We’ll share insights and answer your questions in real time.

Register here: ReifyWealthAdvisors.com/Events/Market-Briefing-2026

helps you plan your financial future.

…just with a few more years of experience. 😉

Extra! Extra! Our latest newsletter is here, and with LOTS of great content ... just ask our paraplanner, Angie!

Learn more about common asked questions regarding retirement, like:
👉 Can I leverage an underused tax strategy to reduce taxes in retirement?
👉 Is refinancing right for me?
👉 What do I need to know about online tax accounts?
👉 Should I focus more on cash flow or account balances in my retirement years?

Get the answers in our latest newsletter: https://wefinancialadvisors.us11.list-manage.com/track/click?u=f7252d84e96b10287517e41d8&id=4d8dad4d66&e=571af7cfa4

Plus, mark your calendars and RSVP for our upcoming 2026 workshops!