Reffsin Financial

05/10/2026

To the mothers we have, the mothers we remember, and the mother figures, thank you. We are grateful for you this Mother’s Day.

01/30/2026

At Reffsin Financial we are dedicated to helping individuals and families build lasting financial security. We proudly recognize Black History Month as a time to honor the achievements, resilience, and lasting contributions of Black Americans to our nation’s history, economy, and communities.

Black History Month provides an opportunity to reflect on the innovators, entrepreneurs, and leaders whose work has shaped industries, expanded opportunity, and strengthened the foundation of economic progress. It is also a time to reaffirm our commitment to listening, learning, and supporting efforts that promote financial education, inclusion, and long-term economic empowerment.

‘We believe that understanding history helps form better decisions for the future,” said Shari Reffsin, President of Reffsin Financial. “We are proud to recognize Black History Month and are committed to fostering thoughtful conversations around financial education, legacy planning, and generational wealth.”

10/23/2025

🌟 Back from the 2025 National Conference feeling energized and inspired!

It was wonderful reconnecting with everyone from our home office and my fellow advisors. I’m bringing back a wealth of new strategies and insights that will help me continue delivering deeper, more sophisticated planning for the families I serve.

Key takeaways I’m excited about:
✅ Advanced tax planning updates tied to the latest legislation and how it affects portfolios, income strategies, and wealth transfer
✅ More strategic ways to structure charitable giving for both meaningful impact and long-term planning benefits
✅ New technology enhancements that improve coordination across professionals and create a more seamless client experience

I’m looking forward to putting these ideas into practice and continuing to help clients protect, grow, and purposefully direct their wealth in ways that align with their values and long-term goals.

09/16/2025

The class of '78— we’re now 65 (or close to it)!
Whether you’re newly retired, thinking about slowing down, or wondering what this next chapter will look like, 65 is a milestone that requires some big financial decisions.
• Should I take Social Security now or later?
• What Medicare plan makes the most sense for me?
• How do I make sure my money lasts — and still grows?
For many divorced or widowed women, this stage can feel especially overwhelming — but you don’t have to navigate it alone.
As a financial planner who specializes in helping women through transitions like these, I offer compassionate, judgment-free guidance — and I’d be happy to offer a complimentary conversation to see if I can help.
You deserve to feel confident in this next chapter.
Feel free to email me or reach out anytime. 💕

06/15/2025

To all the fathers, grandfathers, and father figures—thank you.
Your guidance, strength, and steady presence provide the foundation for your families to grow, thrive, and dream big. From everyday sacrifices to lifelong support, what you do matters more than words can say.

Today, Reffsin Financial honors and appreciates the role you play in shaping not just futures, but legacies.

05/10/2025

“A woman’s best protection is a little money” Clare Booth Luce

To all the remarkable women burning their candles to make the world a better place. Mother’s Day is a good day to celebrate yourself and all the beautiful possibilities ahead

05/08/2025

“There is no influence so powerful as that of the mother.” – Sara Josepha Hale

We are inspired by your determination to build a future filled with peace, happiness, and financial confidence

05/06/2025

"Remember, the goal isn’t more money, its financial freedom and the security and power that comes with it”.

Wishing you all a wonderful Mother’s Day filled with joy, relaxation, and the appreciation you so deserve.

11/08/2024

If you’re a woman and the family breadwinner, you might think that letting your spouse handle the finances will make your life easier. This strategy will relieve your burden in the short term but could have negative consequences in the long term.

Find out reasons women often shy away from managing family finances.