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Discover helpful financial education on our Point Wealth Management blog.

Our Year in Review

By Jeremy Reif, CRPS®, Financial Advisor and Owner of Point Wealth Management, and Jere Smith, CFP®, CLU®, Financial Advisor at Point Wealth, LLC Every so often we like to update you...

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Jeremy Has Been Featured on NASDAQ

By Jeremy Reif, CRPS®, Financial Advisor and Owner of Point Wealth Management At Point Wealth Management, our job is to uncover your goals, analyze your financials, and help make your...

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Q&A With Jeremy: Part 2 of “Should I Invest In a Roth?”

We continue our Q&A about Roth IRAs discussing Roth conversions, retirement, and some important tax considerations. Watch this 2-minute video to learn about these important points!

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