Reflections Blog

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.