Reflections Blog
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?
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
The Top 4 Regrets in Retirement
Retirement withdrawal strategies including filling lower brackets with partial Roth IRA conversions and minimizing RMDs
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
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.
Lost and Found: Unclaimed Property Awaits
An estimated forty-two billion dollars of unclaimed property is waiting to be returned by state programs. Could some of it be yours? Find out how to get that money back in your pockets.
