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Navigating Retirement: 4 Essential Questions Answered

Retirement

Exploring Key Retirement Questions for a Secure Future By, Jeremy Reif, CRPS Regardless of if you are 30 or 50, the idea of retirement probably crosses your mind regularly. Once we dive into our working years, retirement becomes the ultimate goal. It’s the promise that one day we’ll be able to reap what we’ve sown […]

Debunking Four Common Retirement Myths

Retirement Couple On the Beach

Exposing the Truth Behind Popular Retirement Misconceptions By, Jeremy Reif, CRPS With the never-ending stream of retirement advice being thrown at you, how do you know which answer is correct? Different sources will tell you different things, like when you should claim Social Security, what type of account you should use, and how much you […]

Will Taxes Go Up In The Future?

Will Taxes Go Up

Exploring the Benefits of Roth IRA Contributions for Tax Efficiency: Will Taxes Go Up? by, Jeremy Reif, CRPS Dealing with retirement can be tricky. Will Taxes Go Up In The Future? Do you plan for the here and now and everything that goes with it or do you plan for the future and try to […]

Building Wealth Might Be Simpler Than You Think

Building wealth

Discover the Basic Steps to Increase Your Financial Security by: Jeremy Reif, CRPS Building wealth involves a whole lot more than just a get-rich-quick scheme or a hefty dose of good luck when chasing trends in the stock market. More often than not, it comes down to making the right financial decisions, big and small, […]

Navigating Financial Transitions After the Loss of a Spouse

Financial Transition

Managing Finances in the Wake of a Spouse’s Death: Financial Transitions A financial advisor is incredibly valuable when it comes to handling your everyday money concerns and helping you plan for your future. But at the same time, there are milestone life events that can dramatically alter your financial situation. I was recently asked about […]

3 Retirement Misconceptions That Could Derail Your Golden Years

Avoiding Retirement Misconceptions

Unraveling Three Common Misconceptions That Can Sabotage Your Retirement Dreams By, Jeremy Reif, CRPS Retirement is arguably one of the most popular topics in the personal finance world. There is a glut of information about when to start saving, what the best strategies are, and how much you’ll need. If you do a simple search […]

Navigating the Hype: The Truth About Financial Influencers

Financial Influencers

Understanding Financial Influencers and the Need for Caution by, Jeremy Reif, CRPS This is the tale of the double-edged sword of financial advice.  Financial influencers are gaining a lot of traction on social media.  The landscape in the next few years will drastically change because of influencers and the development of artificial intelligence in this […]

Unveiling Common Investing Terms Ignored in School

School education

Investing Terms School Didn’t Teach Us Welcome to Part 1 of our series on Investing Terms School Didn’t Teach! In this exciting article, we dive deep into the world of common investing terms that were often overlooked during our educational journey. Brace yourself for a mind-expanding experience! From the fundamentals of bonds and options to […]