frank-talk-1st-quarter-newsletter-2026
Greetings, Clients and Friends!
I hope you and your family are well and enjoying life as we begin the annual transition from winter to spring. Like many of life’s transitions, this one can be messy and chaotic, with snow still clinging to the ground even as emerging buds begin to flower, while competing fronts bring instability and dramatic temperature shifts. It’s been my experience that weathering any transition, whether it’s a seasonal event or one of life’s milestones, such as a career change, retirement, or the sale of a business, requires forethought, preparation, and planning.
Finding ways to help clients replace chaos and complexity with greater clarity and confidence, especially during periods of transition, is an ongoing focus for each of your experienced team members at Return on Life Wealth Partners. It’s among the many reasons I’m proud of the team we have built and the recognition we continue to receive for our efforts to help families implement strategies that support what brings meaning and purpose to their lives.
I’m also pleased to share that in the first quarter of 2026, your team was named a Forbes Best-In-State Wealth Management Team for the third consecutive year, and Wealth Advisor Cynthia Yang, CFA®, CAIA®, CIPM, was named to the Forbes Best-In-State Top Women Wealth Advisors list for the fifth consecutive year. I invite you to read more about these prestigious awards in this issue of Frank Talk.
We’ve also added a new section to Frank Talk: Get to Know Your Team. Each quarter we will feature a different member of our team who works collaboratively to help our clients pursue the wealth planning goals that are important to their families.
This quarter, in recognition of tax season, we’re putting the spotlight on Certified Public Accountant (CPA) and IRS Enrolled Agent (EA) Tom Reynolds, CPA, EA, MBA. As Tax Services Manager, Tom brings a wealth of experience to individuals and business owners seeking tax-smart strategies aligned with their life goals.
You can learn more about working with Tom below, or by reaching out to him at Tom@ReturnOnLifeWealth.com.
This issue of Frank Talk also includes access to some of our latest planning tools, including our new Legacy Planning Checklist, Plan of Care Guide, 2026 Federal Tax Rates At-a-Glance, and 2025-2026 Tax Planning Guide. You can access links to download these planning tools and more below.
Finally, don’t miss our Market Commentary where we share our thoughts on how developments in Iran may impact energy markets. I also invite you to register to join us for our upcoming webinar Market Noise Live: Market Update & Portfolio Positioning, which will take place via Zoom on .
As you and your family continue to pursue your Return on Life®, we encourage you to reach out to your dedicated team whenever questions arise or when circumstances in your life change.
If you need additional support—or if someone you know could benefit from our guidance—remember, we’re only a phone call away at 440.740.0130.
What’s In It for You?
At-a-glance guide to your 1st Quarter 2026 Frank Talk newsletter:
News & Events
- Awards & Recognition
- Return on Life Wealth Partners Named a Forbes Best-In-State Wealth Management Team
- Cynthia Yang Recognized Among Forbes’ Top Women Wealth Advisors
- Get to Know Your Team – Featuring Tom Reynolds
- Upcoming Events
- Market Noise Live – April 23
- Smart Business Dealmakers Conference – May 13
- 18th Annual Cleveland Economic Summit – September 30
- Recent Events – Cybersecurity Webinar (Nov 6, 2025)
Resources
- Legacy Planning Checklist
- Plan of Care Guide
- 2026 Federal Tax Rates At-a-Glance
- 2025–2026 Tax Planning Guide
- Second Opinion Service
- Blog & Podcast
Investment advisory services offered through Planned Financial Services, LLC, dba Return on Life Wealth® Partners, an SEC-registered investment adviser (RIA).
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