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Stock Market Behavior in Election Years: Understanding Trends and Impacts

2024 election

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 […]

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 […]

Should You Make A Contribution In Traditional or Roth IRA?

Roth IRA

  Choosing Between Traditional and Roth IRA Contributions: Which is Right for You? By, Jeremy Reif, CRPS Traditional vs. Roth has been debated since the Roth IRA arrived in 1998.  This is almost like the age-old question, what came first, the chicken or the egg?  When should you pay your taxes, now or later? Heck, […]

Navigating Retirement Taxes

Navigating Retirement Taxes

Navigating Retirement Taxes Strategies for Reducing Retirement Taxes By, Jeremy Reif, CRPS Are you one of those people who says you will worry about taxes later? Better yet, you will move to a state where you do not need to pay taxes on your retirement money.  If so, this article is for you. Retirement is […]

AI Investing Strategies, When Should You Adopt It?

AI Investing Strategies

Explore AI Investing Strategies to Transform Your Financial Portfolio By, Jeremy Reif, CRPS Artificial intelligence (AI) is making a large impact on many industries in a very short amount of time.  This may be the modern-day equivalent of an industrial revolution.  How this will affect the world of finance is a story that is continuing […]

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 […]

How Much Money Do You Need To Save Each Month To Reach Your Retirement Goals?

retirement

  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 […]

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 […]

Maximizing Your Retirement Savings with HSAs: Unveiling the Ultimate Strategies

Health Savings account

HSAs, An Unsung Hero For Retirement By taking advantage of HSAs, you can enjoy triple tax advantages: tax-free contributions, tax-free growth, and tax-free withdrawals for qualified medical expenses in retirement. It’s a winning formula to secure a financially stable future! At their core, HSAs are like personal savings accounts, but with a twist. They offer […]

Unlocking Early Retirement: 401k Strategies for a Penalty-Free Exit!

Early Retirement

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 […]