Blog Archives for July 2018

STAY IN THE LOOP WITH POINT WEALTH!

Is It Possible To Minimize Taxes In Retirement?

July 23, 2018

By Jeremy Reif, CRPS®, Financial Advisor and Owner of Point Wealth Management Taxes are a reality of the society we live in, but you’ve probably asked yourself, “How do I...

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Are You Paying High Investment Fees?

July 5, 2018

By Jeremy Reif, CRPS®, Financial Advisor and Owner of Point Wealth Management The financial services industry is no different than your local grocery stores. You can buy an item at...

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Charitable Contributions And Tax Benefits: Part 2

July 5, 2018

By Jeremy Reif, CRPS®, Financial Advisor and Owner of Point Wealth Management Many people want to give to charity and create a legacy of generosity but feel limited by their...

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