You Go To A Doctor For Surgery, So Why Not Work With A Professional For Your Finances?
many people don’t treat their finances with the same seriousness as they do their health. Let me explain why this matters.
The Dangers of DIY Investing
When you know enough about your finances to be dangerous, you could get into some tricky situations.
Strategies to Minimize Taxes in Retirement
How do I pay as little tax as possible over my lifetime?”
Understanding How Retirement Savings Relates to Retirement Spending
We are often told that we need $-X amount for a 20-year retirement, or that we should contribute $-X amount to our 401(k).
How Do You Know If You Need A Financial Plan?
Do You Need a Financial Plan? Here’s How to Tell By, Jeremy Reif, CPRS There are a lot of preconceived notions out there about what a retirement plan is and who it is for. Often, people assume that since their financial life is simple, they don’t need a fancy retirement plan. But asking if you […]
Financial-procrastination: Why Do People Procrastinate with Their Finances?
Have Your Financial-Procrastination Fallen Prey to? By, Jeremy Reif, CRPS It’s human nature to procrastinate about financial-procrastination. Why do it today when you can do it tomorrow, right? But the question is, when is “tomorrow?” I posted a video years ago giving my thoughts on procrastination as it relates to financial planning. In that video […]
Navigating Retirement: 4 Essential Questions Answered
Exploring Key Retirement Questions for a Secure Future By, Jeremy Reif, CRPS Regardless of if you are 30 or 50, the idea of retirement probably crosses your mind regularly. Once we dive into our working years, retirement becomes the ultimate goal. It’s the promise that one day we’ll be able to reap what we’ve sown […]
What to Do With Your Old 401(k) After Leaving a Job: A Comprehensive Guide
What do you do when you leave a job with a retirement plan? Do you have options for your 401(k)?
Debunking Four Common Retirement Myths
Exposing the Truth Behind Popular Retirement Misconceptions By, Jeremy Reif, CRPS With the never-ending stream of retirement advice being thrown at you, how do you know which answer is correct? Different sources will tell you different things, like when you should claim Social Security, what type of account you should use, and how much you […]
Navigating Frequent Job Changes: Multiple 401(k)s
What to Do With Multiple 401ks After a Job Change By, Jeremy Reif, CRPS Gone are the days when Americans would stay in the same job for the majority of their working lives. The recent trend is to transition from job to job at an alarming rate. Americans change jobs an average of 12 times […]