Reflections Blog

FAFSA Myths Busted: How affluent families might still qualify for aid

Understand how your income and assets may work against you when you apply for aid

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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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Graduation Gifts for Life Lessons

Give a ‘Grad a fish, they’ll eat for a day.  Teach them how to fish and they’ll eat forever.

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How to Launch a 401(k) Plan

Six steps to guide you through this critical component of employee satisfaction

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4 Mistakes to Avoid with Your Company Stock Option Plan

Make sure you maximize your stock option benefits by avoiding these four mistakes

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Five Rules of Estate Planning

Save yourself large amounts of stress and money with these five estate planning guidelines

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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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Tax Strategies for a Windfall Year

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

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What Sole Business Owners Need to Know About Solo 401(k) Plans

As a sole business owner, a Solo 401(k) allows you to pay yourself up to $54,000 as both an employee and an employer.

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Not so Simple: What Business Owners Need to Know About Simple IRAs

A SIMPLE IRA allows employees to save pre-tax and companies to make smaller contributions without the administrative requirements of a 401(k).

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No 401(k)? No Problem. Why SEP IRAs Work for Some Small Businesses

SEP IRAs can be a good option for sole proprietors or small companies seeking a plan that is flexible and simple to administer, with high limits on contributions.

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Why Some Business Owners Choose a Safe Harbor 401(K) over a traditional 401(k)

A Safe-Harbor 401(k) plan provides a minimum level of contributions to all employees, freeing owners and highly compensated employees to receive larger profit-sharing payments.

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When is a Defined Benefit Plan a Good Option for Business Owners?

A Defined Benefit Plan can help older owners of highly profitable businesses squeeze twenty years of savings into ten

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What business owners need to know about 401(k) plans

A 401(k) allows high levels of employee pre-tax saving with the option for employers to make contributions, all professionally managed and administered.

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The Up Side of Down: Stock Market Declines & Annual Returns

Despite average intra-year drops of 14.2%, annual returns have been positive in 27 of 35 years.

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Window Closing for Social Security Rule Change Claiming Strategies

Maximize your Social Security benefits now while you still can.

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Average Returns Aren’t Normal, Normal Returns are Extreme

An average return is in fact exceedingly rare.

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How Working in Retirement Affects Social Security

Avoid having your benefits reduced and perhaps see an increase while working

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Three Ways to Lower Student Loan Payments

Gain financial freedom by improving your student loans terms

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Will I Pay Tax on Social Security?

Make the most of the money you’ve saved during your working years by understanding Social Security taxation rules

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Year-End Financial Planning Checklist

Six key financial planning ideas to review before year-end

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Six Ways to Teach Your Kids About Saving Money

Start teaching your children the importance of saving at a young age

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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.

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Is it Time for an Advisor?

Three questions to help you find the right fit

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Five Good Behaviors for a Sell-off

Now is the time to stay focused on your long term goals

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Back to School: The Document Every College-bound Student Should Sign

Gain peace-of-mind before the big separation with a Durable Power of Attorney for Health Care

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Ex-’s with Benefits? Five Simple Rules on Social Security and Divorce

How spousal benefits can have a substantial impact on Social Security payments for divorcees.  

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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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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

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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

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