Reflections Blog
Two For The Money: Can I Contribute To Two Retirement Plans If I Work Two Jobs?
Can you contribute to two retirement plans if you work two jobs? Yes! Capitalize on retirement plan rules to double your contributions and lower your tax bill
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.
Human Capital
Rethink what you know about saving for the future by considering investing in yourself, and maximizing your human capital.
When Should You Take Social Security?
Baby Boomers who are entering their 60’s or reaching retirement need to think about planning their Social Security benefits now.
Your Brain: Friend or Foe?
What Every Investor Must Know About How Your Brain Can Actually Work Against You.
College Tuition Costs Now Rival A Bentley
There’s one key chapter missing from What to Expect When You’re Expecting, and it plays to the tune of $175,000: the cost of your child’s college tuition.
Retired and Ready To Enjoy Life?
Don’t Let Fears Of Health Care Costs Put You Back to Work!
