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Should You Make A Contribution In Traditional or Roth IRA?

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

Navigating Retirement Taxes

Navigating Retirement Taxes Strategies for Reducing Retirement Taxes By, Jeremy Reif, CRPS Are you one of those people who says you will worry about taxes later? Better yet, you will move to a state where you do not need to pay taxes on your retirement money.  If so, this article is for you. Retirement is […]

AI Investing Strategies, When Should You Adopt It?

AI Investing Strategies

Explore AI Investing Strategies to Transform Your Financial Portfolio By, Jeremy Reif, CRPS 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 industrial revolution.  How this will affect the world of finance is a story that is continuing […]

Navigating the Hype: The Truth About Financial Influencers

Financial Influencers

Understanding Financial Influencers and the Need for Caution by, Jeremy Reif, CRPS This is the tale of the double-edged sword of financial advice.  Financial influencers are gaining a lot of traction on social media.  The landscape in the next few years will drastically change because of influencers and the development of artificial intelligence in this […]

How Do I Minimize Taxes On My Retirement Income?

minimize taxes

Navigating Retirement and Taxation: Strategies to Minimize Taxes by: Jeremy Reif, CRPS Retirement is different for everyone.  The commonality is that retirees face a significant change in their financial landscape.  Minimizing taxes can have one of the largest effects on retirement and is the biggest key to watch. Understanding the tax implications of your retirement […]

Death and Taxes – The Tax Trap For Successful Retirees

Tax Trap

Successful Retirement or Tax Trap; Will You Be The One Who Pays More In Tax During Retirement? by: Jeremy Reif, CRPS 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 […]

5 Tax Saving Strategies To Lower Your Tax Bill

Tax Planning Strategies

Top 5 Tax Planning Strategies by, Jeremy Reif, CRPS Spring is in the air, and tax forms are showing up in your mail and online databases.  Are you worried about that impending tax bill? You’re not alone. Many individuals find themselves scrambling to find ways to lower their tax bills as the deadline approaches. There […]

The Ultimate Guide to Building a Dividend And Interest Portfolio

dividends

Who Knew || Dividend Investing Explained By Jeremy Reif, CRPS Learn from our forefathers, like Warren Buffett, that there is no need to fix what is not broken.  The biggest obstacles in your investment journey will be greed, emotions, and time.  Whether you’re a seasoned investor or just dipping your toes into the financial waters, […]

Dividends, Unlocking Their Power

Dividends

  Unleashing The Potential Of Dividends By, Jeremy Reif, CRPS Investors can often get caught up in the news or social media world, hoping for quick returns and to double their money overnight.  The stark reality is that investing is not for the weak at heart.  Sometimes it is best to play the long game. […]

Why Do People Like, Warren Buffett, Succeed In Investing?

Investment Strategy

Tips To Succeed at Investment Strategy by, Jeremy Reif, CRPS As we step into the new year, seasoned investors are already contemplating their next moves in the stock market. It is easy to become antsy about your investment strategy, but before you hit the buy button, consider heeding the timeless advice of Warren Buffett. We […]