Have Your Finances Fallen Prey to Procrastination?
February 16, 2018By Jeremy Reif, CRPS®, Financial Advisor and Owner of Point Wealth Management It’s human nature to procrastinate. Why do it today when you can do it tomorrow, right? But the...
How To Prepare For Tax Season
February 16, 2018By Jere Smith, CFP®, CLU®, Financial Advisor at Point Wealth, LLC Would you rather file your taxes or go without your phone for a week? 28% of Americans dread tax...
Important Market Update from FormulaFolios
February 14, 2018We’d like to share a brief update on the recent market volatility from FormulaFolio’s CEO and Chief Investment Strategist, Jason Wenk. As always, feel free to contact our office anytime...
How Could Tax Changes Affect Your Financial Plan?
February 8, 2018By Jere Smith, CFP®, CLU®, Financial Advisor at Point Wealth, LLC On Wednesday, December 20, 2017, Congress passed the final version of their new tax bill, which was subsequently signed...
Intro to JR on “Money Blog”
February 8, 2018By Jeremy Reif, CRPS®, Financial Advisor and Owner of Point Wealth Management The creation of wealth has been a powerful mystery from the beginning of time. From medieval kings and...