Glenn Financial

08/30/2026

Big news! Secure 2.0 legislation now allows 529 plans to fund K-12 expenses, not just college. This includes tutoring, testing fees, curriculum materials, and more. Every parent should consider if a 529 plan is right for their family's educational needs, regardless of college plans. .0

08/27/2026

New Youtube video out today all about 529 plans and how they can impact your financial plan!

check it out!

https://youtu.be/ucqcjvTAY1k?is=b9qWGL2BJvH34Snb

08/21/2026

This story is special, because it's ours.

We’re honored to provide more than financial guidance. We build relationships, identify opportunities, and help business owners move forward with confidence.

From treading water to having a solid boat—and a team that knows where it’s going. That’s the difference thoughtful financial planning can make.

We’re grateful for their trust and proud to be part of their journey.

⚠️ DISCLAIMER:
This content is general education and is not personalized advice, a recommendation,
or an offer to buy or sell any security. Glenn Financial, LLC does not provide tax
or legal advice — please consult your qualified advisors. Advisory Services provided
through Creative Financial Designs, Inc., a Registered Investment Adviser.
Securities offered through cfd Investments, Inc., Member FINRA/SIPC,
2704 S. Goyer Rd., Kokomo, IN 46902, 765-453-9600. Glenn Financial is
independently owned and not affiliated with cfd Investments.

08/07/2026

A project we have been working on quietly behind the scenes for a few months now is revamping our website.

We desire to tell our story and communicate clearly what you should expect from our firm.

And we believe did just that!

Super excited for this to be completed. Please, check it out!

Comprehensive financial planning for business owners and retirees in Harrisonburg, VA.

08/05/2026

When your child turns 18, they likely have no savings. There's a 4-year window to convert their Traditional IRA (formerly the Trump IRA) into a Roth IRA. Convert up to the standard deduction ($16,100 in 2026) to move that money tax-free. It's a powerful way to set them up for retirement with decades of growth.

08/02/2026

Our latest YouTube video is perfect to replace your post-Sunday lunch doom scrolling.

Take a few minutes and learn about the newest financial account and how you can use it for your family!

And once you’ve watched, subscribe and share with a friend!

Trump Accounts Explained: Should You Open One for Your Kids?
https://youtu.be/MIyhlZ8SVf4

Glenn FinancialKyle Glenn

If you've heard about the new Trump Accounts created under the One ...

07/23/2026

New video is up on YouTube!

If I asked you what the most stressful part about finances are, what would you say?

Reverse Budgeting: Reduce Stress for Cashflow Management
https://youtu.be/YmQ6f-x_J8c

🗓️ Ready to talk through your own situation?Schedule a free call w...

07/19/2026

Don't let money become a taboo subject. Ensure your children know how to handle finances before it's their inheritance. Consider inviting them to financial meetings or using donor-advised funds to foster discussion and investment.

07/17/2026

Come on out to Smiley’s this evening from 5-7 to enjoy a scoop of ice cream!

We will have door and larger raffle prizes!

07/16/2026

If you own a business - one day you will exit it.

Whether by choice or by a decision forced on you.

The former requires you to be proactive in how you build your business today, the team supporting it, and your financial life outside of the business. It takes time, effort, and dedication to a payoff that may be decades away.

In this episode - Kyle is on "The Financial Fit Couple" podcast hosted by Matthew Gray, CFP®.

We hope you enjoy!

https://youtu.be/AHH8ovpQCXI?is=b6e1SeHxcMUahGuw

Kyle Glenn