Will you live to see your 100th birthday? it’s understandable why one of the top retirement anxieties Americans face is the fear of running out of money in retirement,
They want to donate to charities to create a legacy. The problem is, once you give away a large portion of your estate, it’s permanent.
You don’t have to look far for general retirement advice. Unfortunately, a lot of that advice can be contradictory or overwhelming.
The stock market can be a beast sometimes, and make you want to either put your head in the sand or obsessively watch every move.
Many people want to give to charity and create a legacy of generosity but feel limited by their options. They think that as soon as they give their money away, they lose control of it. No one wants to donate a large chunk of cash to an organization that changes its values or services down the road. Is there a way to have your cake and eat it too? In other words, can you give in a way that will benefit all parties and let you retain some control?
I have had the privilege of working with many clients who have reached a point in their lives where they have invested their money and done well with it, been able to enjoy their preferred lifestyle, and have blessed their children financially. But they want to go further. They want to donate to charities to create a legacy and find self-fulfillment. The problem is, once you give away a large portion of your estate, it’s permanent. Many people are afraid to take the plunge even if they have noble charitable intentions. Is there a way around this?
Factors Contributing to the Potential Superior Performance of Bonds Compared to Stocks in 2023 Investors always strive to find the best investment options that can
The Personal Touch: Why Customized Advice Can’t be Replaced by Algorithms By Jeremy Reif, CRPS Robo-Advisors and the Rise of Automated Investment Management In recent
Allocating Alternative Investments in a Diversified Portfolio By: Jeremy Reif, CRPS Investing in the stock market has been a popular way to grow one’s wealth
Investing with a Conscience: The Fundamentals of socially responsible investing By Jeremy Reif, CRPS socially responsible investing is a growing trend in finance, with an
What Does Bank SVB Failure Mean for the Average Person? By, Jeremy Reif If you have deposits with a failed bank, you may lose some
How I Overcame Retirement Anxiety and Found Financial Security Retirement is something that many people worry about. With the ever-increasing cost of living and
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or an indication of future results.
Opinions expressed herein are solely those of Point Wealth, LLC. and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser before implementation. Advisory services are offered through Point Wealth, LLC., an Investment Advisor in the State of Wisconsin. Being registered as an investment adviser does not imply a certain level of skill or training.
The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Wisconsin or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
Point Wealth, LLC., does not offer tax planning services but may provide references to tax service providers. Point Wealth, LLC., may also work with your independent tax or legal counsel. Please consult a qualified professional for assistance with these matters.
