Reflections Blog
Year-Round Tax Reduction Strategies
Should You Invest Your Health Savings Account into a Brokerage Account?
Could A Donor-Advised Fund Save You Money On Taxes?
Pay less tax while giving more to charities with a donor-advised fund
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
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
The Top 4 Regrets in Retirement
Retirement withdrawal strategies including filling lower brackets with partial Roth IRA conversions and minimizing RMDs
How to Contribute Far More Than $19,500 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
Stop Giving Your Cash to Charities (Use Appreciated Stock Instead)
Donate appreciated stock for a bigger giving impact and more tax savings
Supercharge your Roth IRA
Don’t let Roth IRA income limits prevent you from gaining tax-free growth
Four Simple New Year’s Resolutions That Will Stick
Straightforward financial resolutions to aim for in the new year
Tax Strategies for a Windfall Year
Lower your taxes after selling a business, receiving a major bonus, or receiving other windfall
Adoption Tax Credit – Understanding the Single-Largest Tax Credit Available To Families Today
Adopting a Child? The IRS may offer you up to a $13,570 tax credit.
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.
