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Tax Savings, Roth IRA

Can A Roth IRA Help You Minimize Your Tax Loss?

Jeremy Reif September 19, 2024

Dealing with retirement can be tricky.  Do you plan for the here and now and everything that goes with it or do you plan for the future and try to take an educated guess as to what might happen? This is especially true when it comes to taxes. Is it better to pay taxes today under the current low rates, or pay them later when they could potentially be higher? What can you do today to lower the probability of paying those higher taxes?

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Keeping Up With The Joneses

Are You Trying To Keep Up With The Joneses?

Jeremy Reif September 12, 2024

Have you ever noticed that you become like the people you spend time with? The longer you’ve had a relationship with someone, whether it be a family member, friend, or neighbor, you tend to pick up their habits and tendencies and be drawn to their hobbies and passions. There’s nothing inherently wrong with this, except when it comes to your finances.

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credit cards

People Like Dave Ramsey Say “NO” To Credit Cards, Is He Wrong?

Jeremy Reif May 12, 2023

Who carries cash these days, credit cards are a convenient factor

In running a boutique financial planning firm, I often get asked by clients or the local media to comment about credit cards.  What are your thoughts about credit cards, and do you recommend them?  For the most part, we have a conversation that goes a little something like this.

If you follow people like Dave Ramsey, he recommends that you avoid them at all costs because they allow people to spend money they don’t have and get into debt.  Yes, Dave is onto something here, and is good generic advice.  I believe that this subject has more to do with proper/improper financial education as well.  Therefore, Ramsey is wrong as well.  Well, I am not more than 2 paragraphs in and just contradicted myself.  Let’s dive a little deeper into this.

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