Reflections Blog

Happy Thanksgiving! Here’s What We are Grateful For:

We hope your Thanksgiving leaves you refreshed and ready to look forward with hope. Remember, it is our ultimate goal to reduce our clients’ anxiety about money issues and to put their best interests first.
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Introducing: Professionally Managed 401(k) and 529 Accounts

Gain higher returns, less stress, and more long-term wealth by allowing your advisor to manage your current 401k account

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What Happens When Stocks Go Down 25%

The stock market does not fall 25-30% very often.  What has come next during similar periods in history?

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Do You Need Help Consolidating Old 401(k) Accounts?

Are your old and dormant 401(k)s missing out?  Simplify your retirement savings and possibly enhance your returns with account consolidation. 
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Actions to Take in Falling Markets

You are stressed out, but there is a better mindset that can keep you from making any big mistake.  
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Bear Market Becomes Official

Market perspective when your faith in the long-term is being tested

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The 4 Biggest Money Mistakes We See

We all have financial blind spots.  Here are four lessons learned from common money mistakes  
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4 Strategies to Help Preserve Gains from Your Company Stock

What if the source of your wealth creation became the biggest risk to your wealth preservation?  Here are strategies to reduce risk and plan for ongoing success.
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Jump-Start Your Financial Plan for 2022!

The pandemic experience has been disruptive, but it does give us a chance to reassess our priorities, including our finances.
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What Should You Do About Inflation and Stock Market Volatility?

Let’s put current conditions into perspective.  On average, declines of 10% or more happen about once a year
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Does It Make Sense to Pay Off Your Mortgage Early?

The word mortgage translates to “Death Pledge.”  Should you delay paying yours off anyway?

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Market Commentary: It’s been a long time since a pullback

Investors had a difficult time in September as a robust market rally that began over one year ago finally took a pause.

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Year-Round Tax Reduction Strategies

Don’t wait until next April to plan for taxes: reasons why it’s a good time to begin planning with your advisor and CPA now.    
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Should You Invest Your Health Savings Account into a Brokerage Account?

Max your 401(k) and IRA?  The health savings account can be lesser-known way to maximize retirement savings. 
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How to Maximize Your Estate for Future Generations

How you plan your estate will have a significant impact on how much your family must pay in taxes, especially if you own assets like company stock that you expect to appreciate substantially.

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How Physicians Can Reduce Liability with Retirement Plans

A way to protect yourself from liability and reduce taxes
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How Much Does Long-Term Care Really Cost in Illinois?

With costs in 2022 ranging from $60-$86K, understand your options to prepare
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How the New Administration Might Affect Your Retirement?

Proposed changes may impact retirement planning, particularly for individuals and couples who earn more than $400,000 per year.

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5 Things I Wish I Knew Before Selling My Company’s Stock Options

Save on taxes, improve cash flow, and manage risk with these five ideas

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Year End Charitable Gifting Planning Under New Tax Rules

How might new tax laws change your charitable gifting strategy
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The Market Reacts to the Election

The Market Reacts to the Election

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How An Advisor Acts As A Quarterback To Your Team

Are you spending too much time advising your advisors ?

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Election Results & Stock Market Returns

How have stock markets reacted under different administrations?

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An Entrepreneur’s Guide to Personal Finances

Answers for any at the cusp of a liquidity event only to realize that: “wait… I haven’t prepared for this at all!”

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Guide to GRATs: Estate Planning for Business Owners

Preparing for a liquidity event? These estate planning strategies can provide large reductions in taxes
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Should You Do A 401(k) Rollover?

Should I roll over my old employer 401(k)? Pro’s and cons of each approach

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Benefits of Diversification

How portfolio diversification can help reduce your risk

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Guidance in Uncharted Waters

Dealing with a situation we have never faced before

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Being Invested in Scary Markets

An answer for “Why don’t we just sell everything and wait this out?

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