Chris Reddick
Chris Reddick Financial Planning (CRFP) is a San Antonio-based fee-only and advice-only financial planning firm. We take an education values-based approach that encourages learning about your financial situation, inspiring you to take action, and working with you to achieve your financial goals. As a result, we move clients from feeling restricted and overwhelmed about their finances to feeling focused and empowered. We specialize in retirement, investment, and financial planning, especially for professionals in corporate, education, and public service careers. We offer hourly, project, and monthly subscription financial planning. We serve clients locally in the San Antonio area and virtually nationwide.
Bear Market Survival Guide
The Hidden Tax Trap in Inherited IRAs
Navigating the Tax Torpedo, Roth Conversions, and the OBBA
Roth Conversion Timing For Educators
Year End Tax Moves For 2025 Under OBBBA
TRS Rule of 80 in 2025
Presentation on CRFP
Look forward to meeting you!
Pensions for Educators A Guide to Maximizing Benefits
Major 529 Plan Changes What Parents Should Know
Your Guide to Short-Term Rental Tax Classification
Welcome to Chris Reddick Financial Planning
Avoiding the Medicare IRMAA Surcharge
Roth Conversion Strategies for Public Employees
How to Prioritize Your Savings- A Simple Step-By-Step Guide
Trump Accounts- Should You Open One for Your Newborn?
Roth IRA vs HSA After Age 65?
What the New Tax Law Means for You
Top 10 Tax Planning Strategies from the New 2025 Tax Law
Tax-Loss Harvesting
Charitable Giving and Donor-Advised Funds
Smart Tax Moves A Simple Guide
Social Security Claiming Strategies for Married Couples
Retirement Planning for Single Individuals
Financial Planning for Career Transitions
Tax Strategies for Public Employees in Retirement
Backdoor Roth IRA for Public Employees- A Smart Tax Strategy
Social Security Fairness Act and Your Benefits
The Repeal of WEP and GPO
Six Key Tax Planning Strategies for Individuals