Managing Finances in the Wake of a Spouse’s Death 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 death […]

  Healthcare Insurance Premiums 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 health 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 […]

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 […]

Divorce And Social Security 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 […]

Living The Dream Thriving in Your Golden Years: 3 Essential Strategies By Jeremy Reif, CRPS®, Financial Advisor and Owner of Point Wealth Management We work so hard to get to that incredible retirement milestone we have dreamed about for years. But once we get there, then what? There’s no doubt it’s important to plan for […]

Navigating the Five Financial Phases of Retirement By, Jeremy Reif, CRPS When we’re in our working years, we think of retirement as this vague future event. We plan for retirement, save for retirement, and dream of retirement, but we often approach it as one single phase of life. But these days, since we are living […]

Don’t Derail Your Retirement 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 […]

  Which One Should I Make My Next Contribution Into? Roth Ira Or Traditional? 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 […]

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 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 […]