Reflections Blog

Graduation Gifts for Life Lessons

Give a ‘Grad a fish, they’ll eat for a day.  Teach them how to fish and they’ll eat forever.

Read More

How to Launch a 401(k) Plan

Six steps to guide you through this critical component of employee satisfaction

Read More

4 Mistakes to Avoid with Your Company Stock Option Plan

Make sure you maximize your stock option benefits by avoiding these four mistakes

Read More

Five Rules of Estate Planning

Save yourself large amounts of stress and money with these five estate planning guidelines

Read More

Four Simple New Year’s Resolutions That Will Stick

Straightforward financial resolutions to aim for in the new year

Read More

Tax Strategies for a Windfall Year

Lower your taxes after selling a business, receiving a major bonus, or receiving other windfall

Read More

What Sole Business Owners Need to Know About Solo 401(k) Plans

As a sole business owner, a Solo 401(k) allows you to pay yourself up to $66,000 as both an employee and an employer.

Read More

Not so Simple: What Business Owners Need to Know About Simple IRAs

A SIMPLE IRA allows employees to save pre-tax and companies to make smaller contributions without the administrative requirements of a 401(k).

Read More

No 401(k)? No Problem. Why SEP IRAs Work for Some Small Businesses

SEP IRAs can be a good option for sole proprietors or small companies seeking a plan that is flexible and simple to administer, with high limits on contributions.

Read More

Why Some Business Owners Choose a Safe Harbor 401(K) over a traditional 401(k)

A Safe-Harbor 401(k) plan provides a minimum level of contributions to all employees, freeing owners and highly compensated employees to receive larger profit-sharing payments.

Read More

When is a Defined Benefit Plan a Good Option for Business Owners?

A Defined Benefit Plan can help older owners of highly profitable businesses squeeze twenty years of savings into ten

Read More

What business owners need to know about 401(k) plans

A 401(k) allows high levels of employee pre-tax saving with the option for employers to make contributions, all professionally managed and administered.

Read More

The Up Side of Down: Stock Market Declines & Annual Returns

Despite average intra-year drops of 14.2%, annual returns have been positive in 27 of 35 years.

Read More

Window Closing for Social Security Rule Change Claiming Strategies

Maximize your Social Security benefits now while you still can.

Read More

Average Returns Aren’t Normal, Normal Returns are Extreme

An average return is in fact exceedingly rare.

Read More

How Working in Retirement Affects Social Security

Avoid having your benefits reduced and perhaps see an increase while working

Read More

Three Ways to Lower Student Loan Payments

Gain financial freedom by improving your student loans terms

Read More

Will I Pay Tax on Social Security?

Make the most of the money you’ve saved during your working years by understanding Social Security taxation rules

Read More

Year-End Financial Planning Checklist

Six key financial planning ideas to review before year-end

Read More

Six Ways to Teach Your Kids About Saving Money

Start teaching your children the importance of saving at a young age

Read More

Adoption Tax Credit – Understanding the Single-Largest Tax Credit Available To Families Today

Adopting a Child? The IRS may offer you up to a $13,570 tax credit.

Read More

Is it Time for an Advisor?

Three questions to help you find the right fit

Read More

Five Good Behaviors for a Sell-off

Now is the time to stay focused on your long term goals

Read More

Back to School: The Document Every College-bound Student Should Sign

Gain peace-of-mind before the big separation with a Durable Power of Attorney for Health Care

Read More

Ex-’s with Benefits? Five Simple Rules on Social Security and Divorce

How spousal benefits can have a substantial impact on Social Security payments for divorcees.  

Read More

The Power of Compound Interest and Why It Pays to Start Saving Now

The simple fact is that WHEN you start investing outweighs how much you save.

Read More

Two For The Money: Can I Contribute To Two Retirement Plans If I Work Two Jobs?

As long as the two businesses you work for have no legal overlap or affiliated relationship, then yes you can contribute to two retirement plans.

Read More

The Legacy Conversation: The Missing Gem in Wealth Planning

Make a plan to start a conversation with your family members about what’s really going on behind the money

Read More

Are you Risk Averse or Loss Averse?

Use our online tool to discover your personal appetite for risk, set investments accordingly and avoid the pain of loss aversion tightening its grip

Read More

Need A Last-Minute Deduction Before April 15th? A Health Savings Account (HSA) Is Here To Save The Day

Establishing a Health Savings Account (HSA) may provide you a last minute deduction that can pump up your wallet even more.

Read More
1 2 3 4
Email Sign Up