Reflections Blog
5 Things I Wish I Knew Before Selling My Company’s Stock Options
Save on taxes, improve cash flow, and manage risk with these five ideas
Year End Charitable Gifting Planning Under New Tax Rules
How An Advisor Acts As A Quarterback To Your Team
Are you spending too much time advising your advisors ?
Election Results & Stock Market Returns
How have stock markets reacted under different administrations?
An Entrepreneur’s Guide to Personal Finances
Answers for any at the cusp of a liquidity event only to realize that: “wait… I haven’t prepared for this at all!”
Guide to GRATs: Estate Planning for Business Owners
Should You Do A 401(k) Rollover?
Should I roll over my old employer 401(k)? Pro’s and cons of each approach
How the CARES Act Affects Your Retirement Account Distributions
How the CARES Act impacts your IRA/401k
Being Invested in Scary Markets
An answer for “Why don’t we just sell everything and wait this out?
5 Unexpected Threats to Your Retirement Plan
Know the unexpected ways you could run into retirement trouble
Could A Donor-Advised Fund Save You Money On Taxes?
Pay less tax while giving more to charities with a donor-advised fund
Why It’s Important to Rebalance Your Portfolio Each Year
Why you should rebalance your portfolio and how to do it correctly
What Does A Financial Advisor Really Do For You?
How you can spend less time worrying about your money and more time on what’s important to you and your family
What To Do During Market Volatility
Fear increases financial news viewership and sells advertisements, but it doesn’t need to run your portfolio
$1 Million Isn’t What it Used to Be
Don’t let inflation erode the value of your retirement portfolio with these simple strategies
What to Do in the Last Ten Years of Your Career
Four ways to get your retirement savings on track
Which Accounts You Should Draw Down First in Retirement?
Turn your portfolio into a paycheck
How Business Owners Can Catch Up For Retirement
Majority of the wealth of small business owners is tied up in their business, yet 34% don’t have a retirement savings plan.
Entrepreneurs’ Guide to Qualified Small Business Stock (QSBS)
This little-known tax rule could save you millions upon your company exit.
The 4% Rule: Can You Get More From Your Retirement Portfolio?
The 4% Rule is a simple calculation to help you determine how to make sure your retirement savings last.
Financial Planning Checklist: Things To Do Before Year’s End
Multiple planning opportunities may exist before year-end that can help build your wealth
Strategies for Business Owners to Maximize your New 20% Pass-Through Deduction
Strategies for business owners to maximize their new 20% tax deduction
How Business Owners Can Qualify for the New 20% Tax Deduction
There’s a new 20% tax deduction and if you own a business or a partnership you need to be informed.
How Doctors Can Catch Up For Retirement
Bulk up your savings and catch up for retirement in a hurry.
3 Tax-Smart Ways to Help Your Children
Before you gift you child cash, stop and consider these tax-saving alternatives
