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).
We are often told th…
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).
Jeremy Reif
August 8, 2024
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 …
Do You Need a Financ…
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 […]
Jeremy Reif
August 1, 2024
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 …
Have Your Financial-…
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 […]
Jeremy Reif
July 25, 2024
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 worki…
Exploring Key Retire…
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 […]
Jeremy Reif
July 18, 2024
What do you do when you leave a job with a retirement plan? Do you have options for your 401(k)?
What do you do when …
What do you do when you leave a job with a retirement plan? Do you have options for your 401(k)?
Jeremy Reif
July 11, 2024
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? Differ…
Exposing the Truth B…
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 […]
Jeremy Reif
June 27, 2024
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 tran…
What to Do With Mult…
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 […]
Jeremy Reif
June 20, 2024
Donate to charities to create a Legacy and find self-fulfillment.
Donate to charities …
Donate to charities to create a legacy and find self-fulfillment.
Jeremy Reif
June 13, 2024
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 …
Exploring the Benefi…
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 […]
Jeremy Reif
June 6, 2024
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…
Discover the Basic S…
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, […]
Jeremy Reif
May 30, 2024
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 s…
Managing Finances in…
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 […]
Jeremy Reif
May 23, 2024
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…
Healthcare Insura…
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 they’d like for one major reason: healthcare. Medicare doesn’t kick in until age 65, and Cobra only covers 18 months after leaving a job, so if you are 55, 60, or 62, how can you afford health insurance premiums if you aren’t working? There is…
Jeremy Reif
May 16, 2024
