Reflections Blog

Roth IRA Changes Under SECURE ACT 2.0

New ways to fund Roth IRAs: employer matching Roth contributions and unused 529 fund rollovers.

Getting Ready to Retire? A 12-Step Checklist to Keep You on Track

Getting ready to retire? Here is a 12-point checklist to ensure you are keeping your plan on track.

Introducing: Professionally Managed 401(k) and 529 Accounts

Gain higher returns, less stress, and more long-term wealth by allowing your advisor to manage your current 401k account

Do You Need Help Consolidating Old 401(k) Accounts?

Are your old and dormant 401(k)s missing out? Simplify your retirement savings and possibly enhance your returns with account consolidation.

Actions to Take in Falling Markets

You are stressed out, but there is a better mindset that can keep you from making any big mistake.

The 4 Biggest Money Mistakes We See

We all have financial blind spots. Here are four lessons learned from common money mistakes

4 Strategies to Help Preserve Gains from Your Company Stock

What if the source of your wealth creation became the biggest risk to your wealth preservation? Here are strategies to reduce risk and plan for ongoing success.

Jump-Start Your Financial Plan for 2022!

The pandemic experience has been disruptive, but it does give us a chance to reassess our priorities, including our finances.

Year-Round Tax Reduction Strategies

Don’t wait until next April to plan for taxes: reasons why it’s a good time to begin planning with your advisor and CPA now.

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

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?

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

$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

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

Supercharge your Roth IRA

Don’t let Roth IRA income limits prevent you from gaining tax-free growth

Four Simple New Year’s Resolutions That Will Stick

Straightforward financial resolutions to aim for in the new year

Three Ways to Lower Student Loan Payments

Gain financial freedom by improving your student loans terms

Year-End Financial Planning Checklist

Six key financial planning ideas to review before year-end

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