Blog Archives for April 2018

STAY IN THE LOOP WITH POINT WEALTH!

Are You Already Working With an Advisor?

April 27, 2018

By Jeremy Reif, CRPS®, Financial Advisor and Owner of Point Wealth Management Have you worked with an advisor in the past? Are you 100% satisfied with your financial situation? Have...

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Do You Want To Minimize the Taxes on Your Largest Assets?

April 17, 2018

By Jeremy Reif, CRPS®, Financial Advisor and Owner of Point Wealth Management How do you define success? Is it having the latest and greatest cars, electronics, and gadgets? Is it...

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Uncovering Lost Assets

April 17, 2018

By Jeremy Reif, CRPS®, Financial Advisor and Owner of Point Wealth Management Think back thirty years. Can you recall a specific week and remember all the details of your daily...

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What Pension Option Should I Choose?

April 12, 2018

By Jeremy Reif, CRPS®, Financial Advisor and Owner of Point Wealth Management It may seem like pensions have gone by the wayside these days. They used to be a mainstay...

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3 Simple Financial Technology Tips

April 3, 2018

By Jeremy Reif, CRPS®, Financial Advisor and Owner of Point Wealth Management  Welcome to the ever-evolving world of finance! Technology is and has been improving the world for a long...

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