Reflections Blog
4 Strategies to Help Preserve Gains from Your Company Stock
Jump-Start Your Financial Plan for 2022!
What Should You Do About Inflation and Stock Market Volatility?
Does It Make Sense to Pay Off Your Mortgage Early?
The word mortgage translates to “Death Pledge.” Should you delay paying yours off anyway?
Market Commentary: It’s been a long time since a pullback
Investors had a difficult time in September as a robust market rally that began over one year ago finally took a pause.
Year-Round Tax Reduction Strategies
Should You Invest Your Health Savings Account into a Brokerage Account?
How to Maximize Your Estate for Future Generations
How you plan your estate will have a significant impact on how much your family must pay in taxes, especially if you own assets like company stock that you expect to appreciate substantially.
How Physicians Can Reduce Liability with Retirement Plans
How Much Does Long-Term Care Really Cost in Illinois?
How the New Administration Might Affect Your Retirement?
Proposed changes may impact retirement planning, particularly for individuals and couples who earn more than $400,000 per year.
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
