Understanding How Retirement Savings Relates to Retirement Spending
We are often told that we need $-X amount for a 20-year retirement, or that we should contribute $-X amount to our 401(k).
5 Financial Phases Of Life In Retirement
Navigating the Five Financial Phases of Retirement By, Jeremy Reif, CRPS When we’re in our working years, we think of retirement as this vague future event. We plan for retirement, save for retirement, and dream of retirement, but we often approach it as one single phase of life. But these days, since we are living […]
The Ultimate Guide to Building a Dividend And Interest Portfolio
Who Knew || Dividend Investing Explained By Jeremy Reif, CRPS Learn from our forefathers, like Warren Buffett, that there is no need to fix what is not broken. The biggest obstacles in your investment journey will be greed, emotions, and time. Whether you’re a seasoned investor or just dipping your toes into the financial waters, […]
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 […]
Unlocking Early Retirement: 401k Strategies for a Penalty-Free Exit!
How To Early Retirement At Age 55 By Jeremy Reif, CRPS Are you dreaming of an early retirement? This is not about 59 ½. How about earlier, at age 55? Let this be the introduction to some strategies that can help you unlock the door to financial freedom. Retire at age 55 without facing those […]