Reflections Blog

Should You Do A 401(k) Rollover?

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

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5 Unexpected Threats to Your Retirement Plan

Know the unexpected ways you could run into retirement trouble

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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

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What To Do During Market Volatility

Fear increases financial news viewership and sells advertisements, but it doesn’t need to run your portfolio

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$1 Million Isn’t What it Used to Be

Don’t let inflation erode the value of your retirement portfolio with these simple strategies

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What to Do in the Last Ten Years of Your Career

Four ways to get your retirement savings on track

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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.

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Financial Planning Checklist: Things To Do Before Year’s End

Multiple planning opportunities may exist before year-end that can help build your wealth

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How Doctors Can Catch Up For Retirement

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

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The Top 4 Regrets in Retirement

Retirement withdrawal strategies including filling lower brackets with partial Roth IRA conversions and minimizing RMDs

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Supercharge your Roth IRA

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

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Four Simple New Year’s Resolutions That Will Stick

Straightforward financial resolutions to aim for in the new year

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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.

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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?

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Cracking the Nest Egg

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

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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.

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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.

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Small Business Owners

Wake up and smell your employees’ retirement plans.

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Retired and Ready To Enjoy Life?

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

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