Reflections Blog

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.

The 4 Biggest Money Mistakes We See

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

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

5 Unexpected Threats to Your Retirement Plan

Know the unexpected ways you could run into retirement trouble

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

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

How Doctors Can Catch Up For Retirement

Bulk up your savings and catch up for retirement in a hurry.

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

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.

Who wants to be a millionaire? Gen X’ers sound off on their expected retirement needs

Gen X’ers were given the responsibility to save for retirement on their own. So far, how have they fared?

Cracking the Nest Egg

Get smarter about managing the transition from living on a paycheck to living off your portfolio

Roth IRA vs Traditional: A Grand Slam of Factors to Remember.

Roth IRAs are often the best option for your savings, especially if current tax rates are low and future rates will be higher.

For Sole Business Owners, Retirement Plans Are Twice as Nice

As a business owner, you have the opportunity to get paid twice in your retirement plan, both as the employer and the employee.

Small Business Owners

Wake up and smell your employees’ retirement plans.

Retired and Ready To Enjoy Life?

Don’t Let Fears Of Health Care Costs Put You Back to Work!