Reflections Blog

Being Invested in Scary Markets

An answer for “Why don’t we just sell everything and wait this out?

Read More

5 Unexpected Threats to Your Retirement Plan

Know the unexpected ways you could run into retirement trouble

Read More

A Decade in Markets

A look back at investing in the 2010’s

Read More

Why Should I Contribute To My 401(k)?

Why should I contribute to my 401(k) plan

Read More

Could A Donor-Advised Fund Save You Money On Taxes?

Pay less tax while giving more to charities with a donor-advised fund 

Read More

Why It’s Important to Rebalance Your Portfolio Each Year

Why you should rebalance your portfolio and how to do it correctly

Read More

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

Read More

What To Do During Market Volatility

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

Read More

$1 Million Isn’t What it Used to Be

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

Read More

What to Do in the Last Ten Years of Your Career

Four ways to get your retirement savings on track

Read More

How Business Owners Can Catch Up For Retirement

Majority of the wealth of small business owners is tied up in their business, yet 34% don’t have a retirement savings plan.

Read More

Entrepreneurs’ Guide to Qualified Small Business Stock (QSBS)

This little-known tax rule could save you millions upon your company exit.

Read More

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.

Read More

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

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

Read More

Strategies for Business Owners to Maximize your New 20% Pass-Through Deduction

Strategies for business owners to maximize their new 20% tax deduction

Read More

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.

Read More

How Doctors Can Catch Up For Retirement

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

Read More

3 Tax-Smart Ways to Help Your Children

Before you gift you child cash, stop and consider these tax-saving alternatives

Read More

Five Steps to an A+ College Plan

Know what to expect and start saving now

Read More

Is There Too Much Risk In Your Portfolio?

How much risk do I actually need to take?

Read More

Trade Wars: Is There Another Side to the Story?

What could the consensus be getting wrong when it comes to tariff concerns?

Read More

The Top 4 Regrets in Retirement

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

Read More

How to Contribute Far More Than $20,500 to Your 401(k)

Adding a cash balance plan to your 401(k) can allow you to make significantly larger retirement plan contributions and save on taxes

Read More

Why We Created Fi-Care

We developed Fi-Care Financial Wellness with the goal of helping our business owner clients to improve company culture.

Read More

Tax Cuts and Jobs Act Of 2017: What to Do Before Year End

How to Maximize deductions that are soon going away

Read More

Stop Giving Your Cash to Charities (Use Appreciated Stock Instead)

Donate appreciated stock for a bigger giving impact and more tax savings

Read More

FAFSA Myths Busted: How affluent families might still qualify for aid

Understand how your income and assets may work against you when you apply for aid

Read More

Supercharge your Roth IRA

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

Read More
1 2 3 4
Email Sign Up