Financial-procrastination: Why Do People Procrastinate with Their Finances?
Have Your Financial-Procrastination Fallen Prey to? By, Jeremy Reif, CRPS It’s human nature to procrastinate about financial-procrastination. Why do it today when you can do it tomorrow, right? But the question is, when is “tomorrow?” I posted a video years ago giving my thoughts on procrastination as it relates to financial planning. In that video […]
Give the Gift of Financial Freedom: A Comprehensive Roth IRA Guide for Grandparents
Stop Gifting into a 529 Plan, Do A Roth IRA Instead by Jeremy Reif, CRPS Are you still giving boring CASH for Birthdays and holidays? Grandparents should change up their giving and give their grandchildren the gift of financial freedom. Look no further! This article outlines an excellent way to gift money instead of giving […]
The Ultimate Guide to Setting Up a Roth IRA for Your Kids
Set Your Children Up For Success, Kids Investing In Roth IRA by: Jeremy Reif, CRPS In a recent client meeting, I was introducing one of my business owner clients to a CPA. During this meeting, we were talking about tax opportunities and ended up on the subject of funding Roth IRAs for their children. My […]
Maximize Your Wealth: The Power of Roth IRA Conversions
Roth IRA Conversions: A Strategic Path to Amplify Your Wealth and Financial Independence By Jeremy Reif With a Roth IRA, you can make your money work harder for you. With a little planning, Roth IRAs can have the power to maximize your wealth and aid in your pursuit to secure your financial future. Starting with […]
Making Sense of Roth IRAs: A Guide to Choosing the Right Retirement Plan for You
Understanding Roth IRAs by, Jeremy Reif, CRPS Is Roth IRAs the right choice for you? This article will help guide you through the decision-making process and help you understand if a Roth IRA is the right retirement plan for you. Instead of diving right into the decision-making process, it is first more important to understand […]