Reflections Blog

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

How you can spend less time worrying about your money and more time on what’s important to you and your family

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

Strategies for business owners to maximize their 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.

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

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

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

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

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

Straightforward financial resolutions to aim for in the new year

Lower your taxes after selling a business, receiving a major bonus, or receiving other windfall

Adopting a Child? The IRS may offer you up to a $13,570 tax credit.

Establishing a Health Savings Account (HSA) may provide you a last minute deduction that can pump up your wallet even more.