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Posts by category
- Category: Reason Financial
- It’s Now More Common To Have A Baby In Your Thirties Than In Your Twenties
- When Does Refinancing Actually Make Sense? A 2026 Reality Check
- Robot Umps, Cap Taps, and the New Game Within the Game
- Trump Accounts Under IRC §530A: A Guide to What They Are, How to Elect Them, and What Happens Next
- How Valentines Day is like Tax Day
- 2026 Market Outlook
- CalSavers Requirements – Fully Effective 12/31/2025
- What is the yield curve and why does it matter?
- The Results Are In: What a Gen Xer Thinks Are the Best Halloween Costumes
- The Buffett Indicator Just Hit An All-Time High
- The Secret to Buying Low / Selling High
- Breaking Down the OBBBA – Reason Top 10 List
- Southwest Is Finally Looking To Cash In On Customers Checking Bags
- The Reason Financial Guide To Home Insurance
- Dry January? – Drinking in Moderation
- What in the BOI is going on?
- Lifting Up Los Angeles
- Important Year End Retirement Plan Deadlines
- Take Me Out to the Ballgame: Our Reason for the Love of Baseball
- 4 beneficiary mistakes to avoid
- Lunar Exploration Is Popular Again
- Should you stay in your home as you age?
- The pros and cons of downsizing (or moving) in retirement
- Ode to George Hornby: A Journey of Diverse Endeavors
- Graphic – Where have all the public companies gone?
- Getting Out There – A Primer on Camping and Road-Tripping with kids
- Compliance with the Corporate Transparency Act
- 2023 Set A Record
- Choosing life insurance to protect your family
- California Business Owners – Statement of Information Filing
- Personal Use of Corporate Automobile
- Reminder to File Your 1099s
- Health Insurance Premiums Paid for S-Corporation Shareholders
- Divorce Checklist
- Buy Vs. Rent: Data Suggests The Decision Has Never Been More Clear-Cut
- Chasing Deadlines
- Navigating the Tax Galaxy: Our Recent Journey at Super Seminar 2023
- AN ECONOMIC AND MARKET UPDATE – JULY 2023
- Income in retirement: How much will you have to spend?
- U.S Interest Rate Hikes
- How important is a 20% down payment?
- We Asked AI
- 2023 Predictions
- Marriage Checklist
- SECURE Act 2.0 – Top 10 Provisions
- Reason Tax + Michael R. Boulger, CPA
- How Americans Spend Their Money
- Homeownership: Should you take the plunge?
- Projected career earnings for college graduates
- Your kids’ college: How much will it cost?
- July 2022 – Economic and Market Update
- Saving for college: Start here
- Congratulations to Jessica Folsom on her CPA Certification
- How the Fed impacts rates
- Pandemic Pet Boom
- Quick Take on Russia-Ukraine
- Living a Financially Free Retirement: One Woman’s Journey from San Diego to a Simpler Life in Oregon
- What is Probate?
- To the Moon: The Cost of Space Flight Before and After SpaceX
- Setting the record straight: Retirement accounts
- Being a Remote Employee – The Good the Bad and the Ugly
- Passthrough Entity Tax
- Navy Wife Life
- Hoboken Pizza
- Take Me Out with the Crowd
- What is a fiduciary?
- Advance Child Tax Credit Payments
- July 2021 – Economic and Market Update
- April 2021 – Economic and Market Update
- 13 Minutes To The Moon – The Apollo 11 Story
- The CARES Act 2.0
- Proposition 19 – What Happens Now?
- Time To Vote
- COVID Operations and Broker-Dealer Update
- LPL Financial and Merit Financial Group Welcome Reason Financial
- The PPP Loan – an Update
- Effective communication is what makes us different
- Q2 Quarterly Market Review
- 6 Quarantine Memes to Keep You Laughing
- Paycheck Protection Loan (PPP) Guidance – Now What?
- Q1 Quarterly Market Review
- Special Report – A CARES Act Update
- Special Report – A Fourth Update
- Special Report – A Third Update
- Special Report – A Second Update
- The Coronavirus: A Mid-Quarter Update
- The ABC Test
- The Highlights of 2019
- Understanding the Secure Act
- The SECURE Act for 401K & Business Owners
- The Setting Every Community up for Retirement Enhancement Act of 2019 (The Secure Act)
- It is Official: Avantax Wealth Management
- Q3 Quarterly Market Review
- Guided Advice – Payment
- April 2023 Call
- Category: Economic & Market Update
- 2nd Quarter 2026 – Economic and Market Update
- 1st Quarter 2026 – Economic and Market Update
- 4th Quarter 2025 – Economic and Market Update
- Fed Rate Cut Predictions
- 3rd Quarter 2025 – Economic and Market Update
- 2nd Quarter 2025 – Economic and Market Update
- January 2025 – Economic and Market Update
- October 2024 – Economic and Market Update
- Fast Food Chart for Fun
- SpaceX Chopsticks
- Reason Election Economics
- July 2024 – Economic and Market Update
- April 2024 – Economic and Market Update
- January 2024 – Economic and Market Update
- October 2023 – Economic and Market Update
- April 2023 – Economic and Market Update
- January 2023 – Economic and Market Update
- October 2022 – Economic and Market Update
- April 2022 – Economic and Market Update
- January 2022 – Economic and Market Update
- October 2021 – Economic and Market Update
- January 2021 – Economic and Market Update
- Q3 Market Review
- July 2020 – An Economic and Market Update
- April 2020 – An Economic and Market Update
- January 2020 – An Economic and Market Update
- Q4 Quarterly Market Review
- October 2019 – An Economic and Market Update
- Category: Tax Planning and Preparation
- Category: The Archives
- Blucora to Rename Wealth Management Business Unit as Avantax Wealth Management
- July 2019 – An Economic and Market Update
- Reason’s Top 10 Takeaways from the 2019 Tax Season
- April 2019 – An Economic and Market Update
- 1st Global Ownership Change
- Planning for the Charitably Inclined
- The Fun Resolutions
- January 2019 – An Economic and Market Update
- 4th Quarter of 2018 – Snapshot of the Financial Markets
- A Strong Economy or Looming Recession?
- October 2018 – An Economic and Market Update
- Don’t be an Aretha Franklin and Neglect your Estate
- The Credit Freeze
- What to do with the Q?
- July 2018 – Economic and Market Update
- 2nd Quarter of 2018 – Snapshot of the Financial Markets
- Take A Road Trip This Summer…You Will Have Fun…We Guarantee It
- Using a ROTH IRA for College Savings
- April 2018 – An Economic and Market Update
- January 2018 – An Economic and Market Update
- February 2018 – Tax Cuts and Jobs Act Update
- SPECIAL REPORT on the proposed Tax Reform
- IDENTITY WARS: How to Protect Yourself Tips from a Professional IT Consultant
- October 2017 – An Economic and Market Update
- Who Let the Dogs In: You may have been greeted by a couple of furry faces.
- 3rd Quarter of 2017 – Snapshot of the Financial Markets
- Three considerations to make before turning on Social Security
- July 2017 – An Economic and Market Update
- 2nd Quarter of 2017 – Snapshot of the Financial Markets
- Summer Time is Here
- April 2017 – An Economic and Market Update
- First Quarter of 2017 – Snapshot of the Financial Markets
- Estate Planning: 2017
- January 2017 – An Economic and Market Update
- Fourth Quarter of 2016 – Snapshot of the Financial Markets
- Our Reason for being Thankful
- November 2016 – An End of Year Tax Update
- October 2016 – An Economic and Market Update
- Portfolio Review: The Science Of Investing
- Every Summer Has a Story – Announcing the AIF® credential
- Life Insurance Review
- April 2016 – An Economic and Market Update
- First Quarter of 2016 – Snapshot of the Financial Markets
- The Story of Your Life
- Estate Planning University
- January 2016 – An Economic and Market Update
- 2016 – Tax Update
- Introducing Matthew J. Anderson
- December 2015 – An End of Year Tax Update
- October 2015 – An Economic and Market Update
- July 2015 – An Economic and Market Update
- April 2015 – An Economic and Market Update
- Introducing Reason Financial
- Meet Your Wealth Access
- IRS Announces New Limits to Retirement Plans for 2015
- October 2014 – An Economic and Market Update
- July 2014 – An Economic and Market Update
- April 2014 – An Economic and Market Update
- January 2014 – An Economic and Market Update
- Are You Rushing Into Retirement
- Data Protection and Identity Theft
- 2013: 1st Quarter Update
- US Labor Market: Do workers meet the needs of Employers
- A Year End Tax Update
- Rawdin-Baron Financial, Inc. Renews Commitment to Wealth Management at 1st Global’s National Conference 2011
- 1st Global National Conference
- October Shows Signs of Economic Strength
- New Tax Filing Requirement for US Taxpayers with Foreign Assets
- Economic Update – September 26, 2011
- Back to School – A Review of the Student Loan Reform
- Dr. Arthur Laffer, Economic Advisor to 1st Global
- RBFI Investment and Market Perspective
- Addressing Recent Market Volatility
- Bruce Rawdin-Baron Selected to FSI PAC Board of Directors
- 1st Global Engages Dr. Art Laffer as Economic Advisor
- 1st Global Engages Dr. Harry M. Markowitz as Consultant and Advisor
- Our Partners in Wealth Management
- Introducing Reason Financial
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Members
- Jennifer Scales
- Carol Wu-Lin, CPA
- Kate Gaunt, EA, CPA Candidate
- Christina Wilcox
- Krystal Price
- Kristy Thomas
- Tanya T. Nguyen
- Sharon Lamb
- Lauren Boulger
- Kelsey Boulger
- Taylor Hubbard
- Desiree Nava, CPA
- David Woods, EA, USTCP
- Sharon Gross, CPA
- Lisa Sinatra Caparatta, EA
- Alyssa Mayhall, EA
- My Luong, CPA
- George Hornby, EA
- Michael R. Boulger, CPA
- Jessica L. Folsom, CPA
- Sean P. Storck, CFP®, AIF®, EA
- Steve W. Pollock, CFP®, AIF®, EA