Strategies to Minimize Taxes in Retirement
How do I pay as little tax as possible over my lifetime?”
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).
Navigating Retirement: 4 Essential Questions Answered
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 […]
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)?
Debunking Four Common Retirement Myths
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 […]
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 […]
Building Wealth Might Be Simpler Than You Think
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
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 […]
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 […]
3 Retirement Misconceptions That Could Derail Your Golden Years
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 […]