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 […]

  Which One Should I Make My Next Contribution Into? Roth Ira Or Traditional? Choosing Between Traditional and Roth IRA Contributions: Which is Right for You? By, Jeremy Reif, CRPS Traditional vs. Roth has been debated since the Roth IRA arrived in 1998.  This is almost like the age-old question, what came first, the chicken […]

Navigating Retirement Taxes Strategies for Reducing Retirement Taxes By, Jeremy Reif, CRPS Are you one of those people who says you will worry about taxes later? Better yet, you will move to a state where you do not need to pay taxes on your retirement money.  If so, this article is for you. Retirement is […]

For years, I’ve wanted to know the answer to this question. What would I do with all my free time once I no longer had deadlines and commitments? Would I go “totally ’round the bend” as my Australian friend, Bernice, used to say. Would I diligently take up one of the many causes I am […]

Ai Investing Strategies Explore AI Investing Strategies to Transform Your Financial Portfolio By, Jeremy Reif, CRPS Artificial intelligence (AI) is making a large impact on many industries in a very short amount of time.  This may be the modern-day equivalent of an industrial revolution.  How this will affect the world of finance is a story […]

Social Media Influencer Understanding Financial Influencers and the Need for Caution by, Jeremy Reif, CRPS This is the tale of the double-edged sword of financial advice.  Financial influencers are gaining a lot of traction on social media.  The landscape in the next few years will drastically change because of influencers and the development of artificial […]

Minimize Taxes Navigating Retirement and Taxation: Strategies to Minimize Taxes by: Jeremy Reif, CRPS Retirement is different for everyone.  The commonality is that retirees face a significant change in their financial landscape.  Minimizing taxes can have one of the largest effects on retirement and is the biggest key to watch. Understanding the tax implications of […]

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 […]

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 […]

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 […]