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Jeremy Reif CRPS®

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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Death And Taxes – The Tax Trap For Successful Retirees &Raquo; Bright Red Orange Wavy Blog Image Pinterest Pin 200X300 1
Death and Taxes – The Tax Trap For Successful Retirees

Successful Retirement or Tax Trap; Will You Be The One Who Pays More In Tax During Retirement? by: Jeremy Reif, CRPS If you are/were successful in your career and saved enough to retire, congratulatio…

Successful Retiremen…

Successful Retirement or Tax Trap; Will You Be The One Who Pays More In Tax During Retirement? by: Jeremy Reif, CRPS If you are/were successful in your career and saved enough to retire, congratulations!  The Internal Revenue Service (IRS) would also like to thank you.  If you knew the tax trap existed, you might not have known its full extent.  This article is focused on the hidden tax trap, which mostly affects the middle class and up. People tend to forget that the government is around indefinitely; we are only here temporarily.  How does that old saying go? There are only two things th…

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5 Tax Saving Strategies To Lower Your Tax Bill

Top 5 Tax Saving Strategies by, Jeremy Reif, CRPS Spring is in the air, and tax forms are showing up in your mail and online databases.  Are you worried about that impending tax bill? You’re not al…

Top 5 Tax Saving Str…

Top 5 Tax Saving Strategies by, Jeremy Reif, CRPS Spring is in the air, and tax forms are showing up in your mail and online databases.  Are you worried about that impending tax bill? You’re not alone. Many individuals find themselves scrambling to find ways to lower their tax bills as the deadline approaches. There are strategies you can implement to potentially reduce your tax burden this year.  We’ll explore some tax saving strategies that could help you keep more money in your pocket. Traditional Tax Deduction Strategies One effective way to lower your tax bill is by maximizing your …

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The Ultimate Guide To Building A Dividend And Interest Portfolio &Raquo; Shutterstock 444007654 300X200 1
The Ultimate Guide to Building a Dividend And Interest Portfolio

Dividend Investing Who Knew || Dividend Investing Explained By Jeremy Reif, CRPS Learn from our forefathers, like Warren Buffett, that there is no need to fix what is not broken.  The biggest obstacl…

Dividend Investing W…

Dividend Investing Who Knew || Dividend Investing Explained By Jeremy Reif, CRPS Learn from our forefathers, like Warren Buffett, that there is no need to fix what is not broken.  The biggest obstacles in your investment journey will be greed, emotions, and time.  Whether you’re a seasoned investor or just dipping your toes into the financial waters, understanding the nuances of crafting and nurturing such portfolios is vital. In this comprehensive guide, we’ll explore a four-tier approach to constructing a dividend/interest portfolio that can pave the way to Retirement and future retire…

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Dividends, Unlocking Their Power

  Companies paying dividends Unleashing The Potential Of Dividends By, Jeremy Reif, CRPS Investors can often get caught up in the news or social media world, hoping for quick returns and to double th…

  Companies paying …

  Companies paying dividends Unleashing The Potential Of Dividends By, Jeremy Reif, CRPS Investors can often get caught up in the news or social media world, hoping for quick returns and to double their money overnight.  The stark reality is that investing is not for the weak at heart.  Sometimes it is best to play the long game. This is usually done by seeking avenues to maximize their returns and minimize risk. One strategy that has stood the test of time is investing, which Warren Buffett has made famous in dividend-paying stocks. In this blog post, we will delve into the significance of…

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Why Do People Like, Warren Buffett, Succeed In Investing? &Raquo; Shutterstock 1134547940 300X200 1
Why Do People Like, Warren Buffett, Succeed In Investing?

Why You Need A Strategy for Investing Tips To Succeed at Investing by, Jeremy Reif, CRPS As we step into the new year, seasoned investors are already contemplating their next moves in the stock market…

Why You Need A Strat…

Why You Need A Strategy for Investing Tips To Succeed at Investing by, Jeremy Reif, CRPS As we step into the new year, seasoned investors are already contemplating their next moves in the stock market. It is easy to become antsy about your investment positions, but before you hit the buy button, consider heeding the timeless advice of Warren Buffett. We will uncover how Buffett chooses investments and why they might be the key to successful investing in 2024. Buffett’s: Time-Tested Approach Warren Buffett, in his 2013 letter to Berkshire Hathaway shareholders, laid out two tests that an inve…

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