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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 […]

Is Bitcoin a wise investment with its recent ETF approval?

Bitcoin ETF

Bitcoin ETF By Jeremy Reif, CRPS Decoding Bitcoin ETF Approval: A Financial Insight Bitcoin comes with a lot of controversy, as do many new companies.  We have all heard about the celebrities and sports stars that jumped onto the bandwagon early.  The latest news is that on January 10th, 2024, Bitcoin and other cryptocurrencies became […]

Stock Market 2024 Outlook: Navigating the Trading Playbook for a Pivotal Election Year

stockmarket

Election Year and the StockMarket: They Go Together Like Water and Oil Uncertainty and the stockmarket do not mix well.  What does this mean for your investments?  Every four years, investors endure an election market with full-on mudslinging.  Presidential candidates leave no stone unturned and expose everything to gain an upper hand.  As we move […]

Inflation, Unraveling the Fast-Food Wage Conundrum

Inflation

Inflation and Government Involvement By Jeremy Reif, CRPS The unintended consequences of raising minimum wages and the fight against inflation.  The cause and effect of our government’s actions, for better or worse. In a purely economic sense, supply and demand would have worked themselves out naturally.  Government intervention forced change where it potentially did or […]

Retirement Finance Pitfalls: Avoid These 6 Common Mistakes!

failed retirement

6 Retirement Mistakes To Avoid by; Jeremy Reif, CRPS Are you approaching retirement or already enjoying your golden years? It’s crucial to manage your finances wisely. Here are some common mistakes retirees make that you should avoid. Mistake 1: Not having a budget. That is unless you have endless amounts of money.  Without a budget, […]

The True Wealth of Christmas

True Wealth Of Christmas

  As the magical season of Christmas approaches our hearts are filled with joy, warmth, and the anticipation of spending quality time with our loved ones. While the holiday spirit revolves around love and togetherness, it’s also a time to reflect on the importance of family.  We’ll explore how the true wealth of Christmas lies […]