Reflections Blog

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?

5 Unexpected Threats to Your Retirement Plan

Know the unexpected ways you could run into retirement trouble

A Decade in Markets

A look back at investing in the 2010’s

Why Should I Contribute To My 401(k)?

Why should I contribute to my 401(k) plan

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

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

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.

Entrepreneurs’ Guide to Qualified Small Business Stock (QSBS)

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

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

Five Steps to an A+ College Plan

Know what to expect and start saving now

Is There Too Much Risk In Your Portfolio?

How much risk do I actually need to take?

Trade Wars: Is There Another Side to the Story?

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

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

Why We Created Fi-Care

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

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

How to Maximize deductions that are soon going away

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

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

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

Supercharge your Roth IRA

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

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