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.
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).
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 […]
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 […]
Will Taxes Go Up In The Future?
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 […]
Navigating Financial Transitions After the Loss of a Spouse
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 […]
How Much Money Do You Need To Save Each Month To Reach Your Retirement Goals?
Crafting Your Ideal Retirement: Navigating the Path to Financial Freedom By Jeremy Reif, CRPS Are you worried about saving enough for your retirement? We all want to spend our golden years stress-free, enjoying the things we love. But to achieve that, we need to crack the retirement code and determine how much money we […]
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 […]