Reflections Blog

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

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

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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.

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How Doctors Can Catch Up For Retirement

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

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3 Tax-Smart Ways to Help Your Children

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

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The Top 4 Regrets in Retirement

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

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Supercharge your Roth IRA

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

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Four Simple New Year’s Resolutions That Will Stick

Straightforward financial resolutions to aim for in the new year

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Three Ways to Lower Student Loan Payments

Gain financial freedom by improving your student loans terms

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Year-End Financial Planning Checklist

Six key financial planning ideas to review before year-end

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Is it Time for an Advisor?

Three questions to help you find the right fit

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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.

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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.

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