5 Essential Social Security Insights for Divorced Individuals
5 Social Security Tips Divorcees Should Know By Jeremy Reif, CRPS®, Financial Advisor and Owner of Point Wealth Management As wonderful as marriage can be, there’s no denying the fact that around 50% of marriages in the United States end in divorce.[1] Your life may change drastically after a divorce, but one thing many people […]
3 Ways To Live Well In Retirement
Thriving in Your Golden Years: 3 Essential Strategies By Jeremy Reif, CRPS®, Financial Advisor and Owner of Point Wealth Management We work so hard to get to that incredible retirement milestone we have dreamed about for years. But once we get there, then what? There’s no doubt it’s important to plan for the financial aspect […]
5 Financial Phases Of Life In Retirement
We plan for retirement, save for retirement, and dream of retirement, but we often approach it as one single phase of life.
3 Retirement Misconceptions That Could Derail Your Golden Years
Unraveling Three Common Misconceptions That Can Sabotage Your Retirement Dreams By, Jeremy Reif, CRPS Retirement is arguably one of the most popular topics in the personal finance world. There is a glut of information about when to start saving, what the best strategies are, and how much you’ll need. If you do a simple search […]
Should You Make A Contribution In Traditional or Roth IRA?
Choosing Between Traditional and Roth IRA Contributions: Which is Right for You? By, Jeremy Reif, CRPS Traditional vs. Roth has been debated since the Roth IRA arrived in 1998. This is almost like the age-old question, what came first, the chicken or the egg? When should you pay your taxes, now or later? Heck, […]
Navigating Retirement Taxes
Strategies for Reducing Retirement Taxes. Understanding how taxes work in retirement is crucial to maximizing your income and ensuring your savings last.
AI Investing Strategies, When Should You Adopt It?
Artificial intelligence (AI) is making a large impact on many industries in a very short amount of time. This may be the modern-day equivalent of an
Navigating the Hype: The Truth About Financial Influencers
Financial Influencers; This will increase the need to navigate all financial advice with caution.
How Do I Minimize Taxes On My Retirement Income?
Minimize taxes; don’t focus solely on following the markets. Taxes can have one of the largest effects on retirement and are the biggest key to watch.
Death and Taxes – The Tax Trap For Successful Retirees
Tax Trap. If you are/were successful in your career and saved enough to retire, congratulations! The Internal Revenue Service (IRS) would also like to thank you. If you knew the tax trap existed, you might not have known its full extent.