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Navigating Frequent Job Changes: Multiple 401(K)S &Raquo; Jeremy Reif1

Navigating Frequent Job Changes: Multiple 401(k)s

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 […]

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Divorce Boomer Style &Raquo; Baby Boomer Divorce 2

Divorce Boomer Style

The landscape of marriage and divorce has undergone significant changes over the past few decades, with one of the most notable trends being the increase in divorce rates among baby boomers. This phenomenon, often referred to as “gray divorce,” highlights the unique challenges and implications of marital dissolution among individuals aged 50 and older. The […]

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Will Taxes Go Up In The Future? &Raquo; Jeremy Reif1

Will Taxes Go Up In The Future?

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 […]

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Building Wealth Might Be Simpler Than You Think &Raquo; Jeremy Reif1

Building Wealth Might Be Simpler Than You Think

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, […]

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Navigating Financial Transitions After The Loss Of A Spouse &Raquo; Jeremy Reif1

Navigating Financial Transitions After the Loss of a Spouse

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 […]

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Are Healthcare Costs Holding You Back From Retiring? &Raquo; Shutterstock 571717204 300X200 1

Are Healthcare Costs Holding You Back From Retiring?

  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 […]

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5 Essential Social Security Insights For Divorced Individuals &Raquo; Divorce And Social Security 300X200 1

5 Essential Social Security Insights for Divorced Individuals

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 […]

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