Stock Markets Movement Is Not Reflecting Directly To Your Account
The stock market can be a beast sometimes, and make you want to either put your head in the sand or obsessively watch every move.
Unlocking Tax Benefits Through Charitable Contributions: A Guide to Giving Wisely
Many people want to give to charity and create a legacy of generosity but feel limited by their options. They think that as soon as they give their money away, they lose control of it. No one wants to donate a large chunk of cash to an organization that changes its values or services down the road. Is there a way to have your cake and eat it too? In other words, can you give in a way that will benefit all parties and let you retain some control?
You Go To A Doctor For Surgery, So Why Not Work With A Professional For Your Finances?
many people don’t treat their finances with the same seriousness as they do their health. Let me explain why this matters.
Strategies to Minimize Taxes in Retirement
How do I pay as little tax as possible over my lifetime?”
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 […]
What to Do With Your Old 401(k) After Leaving a Job: A Comprehensive Guide
What do you do when you leave a job with a retirement plan? Do you have options for your 401(k)?
Navigating Frequent Job Changes: Multiple 401(k)s
What to Do With Multiple 401ks After a Job Change By, Jeremy Reif, CRPS Gone are the days when Americans would stay in the same job for the majority of their working lives. The recent trend is to transition from job to job at an alarming rate. Americans change jobs an average of 12 times […]
Are Healthcare Costs Holding You Back From Retiring?
Healthcare Costs and Retirement By Jeremy Reif, CRPS Are you confident in your retirement savings amount, ready to take the step into retirement, or have healthcare costs issues leading you to consider retirement? Whatever your reason for wanting to retire early, many people in this situation stay in the workforce longer than they’d like […]
Stock Market Behavior in Election Years: Understanding Trends and Impacts
How to invest during an election year? Post-Election Market Trends: Analyzing the Rally Phenomenon by Jeremy Reif, CRPS One of the most frequently asked questions during an election year is, How should you invest during an election year? History tends to repeat itself, so the best answer is to research what has happened in previous […]
5 Essential Social Security Insights for Divorced Individuals
5 Social Security Tips Divorcees Should Know By Jeremy Reif, CRPS®, Financial Advisor and Owner of Point Wealth Management As wonderful as marriage can be, there’s no denying the fact that around 50% of marriages in the United States end in divorce.[1] Your life may change drastically after a divorce, but one thing many people […]