Blog Archives for February 2018

STAY IN THE LOOP WITH POINT WEALTH!

Have Your Finances Fallen Prey to Procrastination?

February 16, 2018

By 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...

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How To Prepare For Tax Season

February 16, 2018

By 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...

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Important Market Update from FormulaFolios

February 14, 2018

We’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...

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How Could Tax Changes Affect Your Financial Plan?

February 8, 2018

By 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...

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Intro to JR on “Money Blog”

February 8, 2018

By 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...

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