5 Financial Phases Of Life In Retirement
Navigating the Five Financial Phases of Retirement By, Jeremy Reif, CRPS When we’re in our working years, we think of retirement as this vague future event. We plan for retirement, save for retirement, and dream of retirement, but we often approach it as one single phase of life. But these days, since we are living […]
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
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?
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
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?
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
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
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
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, […]