Stock Markets Movement Is Not Reflecting Directly To Your Account
The stock market can be a beast sometimes, and make you want to either put your head in the sand or obsessively watch every move.
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Jeremy Reif, founder of Point Wealth, LLC, has worked in the investment advisory business since 2005. As a seasoned and locally recognized retirement professional, he is committed to maintaining the highest standards of integrity and professionalism in his relationships, and believes the key to success is honesty.
Our Asset Management program is specifically designed to help minimize exposure to risk and maximize return. Helping protect our clients’ principal and mitigating potential downside loss is paramount in their long-term investment success. By removing the emotional part of investing, our time-tested formulas can help take the guesswork out of investing. Our company is transparent and fee-based. Point Wealth is focused on doing what is right for our clients. If our clients do well, so do we.
Our job is to uncover your goals, analyze your financials, and help you pursue your ideal retirement. Our planning process also uncovers strategies with distribution, tax, estate, and charitable planning. At Point Wealth, our team customizes a simple plan for you and your advisor to follow.
We’ll delve into the pros and cons of leaving your retirement investments where they are versus moving it, and what the best decision could be for your individual situation. We also address what the internal charges are for your existing accounts, the amount of risk that your taking compared to what you’re comfortable with, and if your current plan is meeting your expectations.
With all of the recent changes with Social Security, there are a lot of pre-retirees and retirees with questions about their future. Our team will help you calculate potential taxes, the cost of waiting, and actual benefits. We’ll also address the pros and cons of taking your benefits early versus waiting.
Through our consulting services, we help pre-retirees and retirees construct a plan that helps make sure you and your family won’t outlive your retirement income, giving clients added confidence to make, plan, and enjoy retirement.
The stock market can be a beast sometimes, and make you want to either put your head in the sand or obsessively watch every move.
Many people want to give to charity and create a legacy of generosity but feel limited by their options. They think that as soon as they give their money away, they lose control of it. No one wants to donate a large chunk of cash to an organization that changes its values or services down the road. Is there a way to have your cake and eat it too? In other words, can you give in a way that will benefit all parties and let you retain some control?
I have had the privilege of working with many clients who have reached a point in their lives where they have invested their money and done well with it, been able to enjoy their preferred lifestyle, and have blessed their children financially. But they want to go further. They want to donate to charities to create a legacy and find self-fulfillment. The problem is, once you give away a large portion of your estate, it’s permanent. Many people are afraid to take the plunge even if they have noble charitable intentions. Is there a way around this?
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Opinions expressed herein are solely those of Point Wealth, LLC. and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser before implementation. Advisory services are offered through Point Wealth, LLC., an Investment Advisor in the State of Wisconsin. Being registered as an investment adviser does not imply a certain level of skill or training.
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Point Wealth, LLC., does not offer tax planning services but may provide references to tax service providers. Point Wealth, LLC., may also work with your independent tax or legal counsel. Please consult a qualified professional for assistance with these matters.