Reflections Blog

Year-End Financial Planning Checklist

Six key financial planning ideas to review before year-end

Six Ways to Teach Your Kids About Saving Money

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

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.

Is it Time for an Advisor?

Three questions to help you find the right fit

Five Good Behaviors for a Sell-off

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

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

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.

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.

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

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

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.

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?

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.

A Picture Saves a Thousand Cents…And Counting

We know what falling oil prices mean for our wallet, but what do they mean for your portfolio?

Millennials: The DIY Generation’s Take on 401(K)’s – How do you compare?

Deeply concerned that Social Security will not be there for them when they retire, Millenials are taking action to prepare now. Are you?

Give the Gift of a Roth IRA

What many may not know is that children can make Roth IRA contributions if they have compensation. And these contributions can come in the form of a gift.

Life Insurance for Your Child? You Must Be Kid-ding.

Whether your child is two months or two years, the answer to whether or not your kid needs life insurance is: likely not.

Is It Time To Enroll In Medicare?

Knowing when to enroll in Medicare can save you from costly lifetime penalties and prevent long periods spent uninsured.

Naming Your Trust as Beneficiary of an IRA?

Naming the right beneficiary of your IRA is a simple, crucial, yet often misunderstood first step in planning your legacy.

Cracking the Nest Egg

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

Your Edge on Wall Street? Time is On Your Side

Trust your advisor, turn off CNBC. Wear patience on your sleeve. Your shareholders (you and your family) will thank you.

Diversification and Regression to the Mean: A Profitable Pair

Strengthen your investment portfolio by rebalancing each year. Take profits on recent winners and increase your opportunity to invest in next year’s bargains.

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.

Happiness For Sale

The Best Things In Life Are Free. But Studies Show Financial Security Is The Key To Procuring Happiness.

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.

Human Capital

Rethink what you know about saving for the future by considering investing in yourself, and maximizing your human capital.

Changing Jobs?

Know What To Do with Your Appreciated Company Stock.

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