Do You Need a Financial Plan? Here’s How to Tell By, Jeremy Reif, CPRS There are a lot of preconceived notions out there about what a Retirement plan is and who it is for. Often, people assume that since their financial life is simple, they don’t need a fancy retirement plan. But asking if you […]
Originally Published on https://pointwealthmanagement.com/blog/
Just like the majority of you, family is where it matters most. For me, it all started when I was young. Like many, my parents played a large role in who I am today. I was fortunate enough to have a family that tried to teach me about the world of finances. This is where I feel that the public school systems tend to fail our society; rather than make mistakes with money and try to learn from the mistakes, I was able to avoid them. I was and still am enamored with finances and economics. Maybe it is a Midwest type of thing, as I am passionate about helping others succeed with their own finances. I hope you find my articles and videos as helpful as my clients have.
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