Reflections Blog

The Market Reacts to the Election

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

Preparing for a liquidity event? These estate planning strategies can provide large reductions in taxes

Should You Do A 401(k) Rollover?

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

Benefits of Diversification

How portfolio diversification can help reduce your risk

Guidance in Uncharted Waters

Dealing with a situation we have never faced before

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

A Decade in Markets

A look back at investing in the 2010’s

Why Should I Contribute To My 401(k)?

Why should I contribute to my 401(k) plan

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

Five Steps to an A+ College Plan

Know what to expect and start saving now

Is There Too Much Risk In Your Portfolio?

How much risk do I actually need to take?

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