Reflections Blog

Should You Do A 401(k) Rollover?

Should I roll over my old employer 401(k)? Pro’s and cons of each approach

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Benefits of Diversification

How portfolio diversification can help reduce your risk

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Guidance in Uncharted Waters

Dealing with a situation we have never faced before

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Being Invested in Scary Markets

An answer for “Why don’t we just sell everything and wait this out?

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5 Unexpected Threats to Your Retirement Plan

Know the unexpected ways you could run into retirement trouble

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A Decade in Markets

A look back at investing in the 2010’s

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Why Should I Contribute To My 401(k)?

Why should I contribute to my 401(k) plan

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Could A Donor-Advised Fund Save You Money On Taxes?

Pay less tax while giving more to charities with a donor-advised fund 

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Why It’s Important to Rebalance Your Portfolio Each Year

Why you should rebalance your portfolio and how to do it correctly

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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

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What To Do During Market Volatility

Fear increases financial news viewership and sells advertisements, but it doesn’t need to run your portfolio

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$1 Million Isn’t What it Used to Be

Don’t let inflation erode the value of your retirement portfolio with these simple strategies

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What to Do in the Last Ten Years of Your Career

Four ways to get your retirement savings on track

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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.

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Entrepreneurs’ Guide to Qualified Small Business Stock (QSBS)

This little-known tax rule could save you millions upon your company exit.

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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.

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Financial Planning Checklist: Things To Do Before Year’s End

Multiple planning opportunities may exist before year-end that can help build your wealth

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Strategies for Business Owners to Maximize your New 20% Pass-Through Deduction

Strategies for business owners to maximize their new 20% tax deduction

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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.

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How Doctors Can Catch Up For Retirement

Bulk up your savings and catch up for retirement in a hurry.

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3 Tax-Smart Ways to Help Your Children

Before you gift you child cash, stop and consider these tax-saving alternatives

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Five Steps to an A+ College Plan

Know what to expect and start saving now

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Is There Too Much Risk In Your Portfolio?

How much risk do I actually need to take?

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Trade Wars: Is There Another Side to the Story?

What could the consensus be getting wrong when it comes to tariff concerns?

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The Top 4 Regrets in Retirement

Retirement withdrawal strategies including filling lower brackets with partial Roth IRA conversions and minimizing RMDs

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How to Contribute Far More Than $19,500 to Your 401(k)

Adding a cash balance plan to your 401(k) can allow you to make significantly larger retirement plan contributions and save on taxes

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Why We Created Fi-Care

We developed Fi-Care Financial Wellness with the goal of helping our business owner clients to improve company culture.

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Tax Cuts and Jobs Act Of 2017: What to Do Before Year End

How to Maximize deductions that are soon going away

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