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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).

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 […]

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 […]

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)?

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.

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 […]

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 de…

Divorce and Social S…

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 one thing many people don’t realize is that divorce can also affect your Social Security and retirement outlook. In general, the longer you were married holds more weight in the government’s eyes, with ten years being the magic number. So if you were married…

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 retireme…

Living The Dream Thr…

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 the financial aspect of retirement, but we can’t stop there. If you want your retirement to live up to your dreams, you need to plan for what happens when you actually cross the retirement finish line. Here are some ways to help you live well in retirement, whatever tha…

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 retireme…

Navigating the Five …

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 longer than ever before, our retirement could span 30 years or more. Depending on when you started your career, that’s not much less than the time you spent working.[1] The journey to and through retirement occurs gradually, like successive chapters in a book. Each chapter has i…

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 person…

Don’t Derail Your …

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 do a simple search on the topic of retirement calculators, you’ll have plenty of options to choose from! Unfortunately, a lot of the advice can be contradictory or overwhelming or even flat-out wrong. We are told that we need X amount for a 20-year retirem…