“You can’t take it with you.” A term often tied to the inability to take material positions with you when you die. While the origin is not totally clear, it is thought to be derived from Psalm 47: 16-17. 16 Do not be overawed when others grow rich, when the splendor of their houses increases;17 for they will […]
As one much closer to retirement than at the beginning of my career, I have a lot of discussions with others in my age group about the dynamics of retirement. Because of my focus on time management and the lifestyle changes one needs to make post-career, I often ask, “Where does your financial advisor fall […]
The face of entrepreneurship is changing, with maturepreneurs—the population aged 55 and above—playing a more significant role in reshaping our economy. During my recent podcast episode 165 I had an enlightening conversation with Jannette Anderson, a business development expert with over 40 years of strategic planning and marketing experience. Her passion for helping entrepreneurs make […]
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). Originally Published on https://pointwealthmanagement.com/blog/
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 […]
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 […]
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)? Originally Published on https://pointwealthmanagement.com/blog/
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 […]
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 […]
