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Discover helpful financial education on our Point Wealth Management blog.

What Is Your Financial Professional’s Designation?

By Jeremy Reif, CRPS®, Financial Advisor and Owner of Point Wealth Management Financial advisor, financial planner, registered representative, insurance agent, broker. Do you know who you’re working with and what...

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Do You Have Multiple 401(k)s? Problem Solved!

By Jeremy Reif, CRPS®, Financial Advisor and Owner of Point Wealth Management Gone are the days when Americans would stay in the same job for the majority of their working...

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Psychology Of Investing

You’ve probably heard the age-old question: Is your glass half full or half empty? But have you ever applied this idea to your finances? The truth is, how you think...

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