By Jeremy Reif, CRPS This article will attempt to break down the complexity of the stimulus package, interest rates, and inflation into something a little more relatable. First Stage – Stimulus, Free Money?: Imagine you have a big jar of cookies, and each cookie represents money. When the government decides to give people more cookies […]

Stepping out of a business is a formidable challenge, fraught with emotional and pragmatic hurdles. After all, when you have poured everything into building something, it’s an almost impossible undertaking to leave it all behind. In this episode, Elliot Kallen brings on Laurie Barkman, author of The Business Transition Handbook, to discuss the intricate journey […]

Should You Keep Your Genworth LTC Policy? by Jeremy Reif, CRPS A recent settlement of the class action lawsuit has brought on massive changes and challenges to many folks who own a Long-Term Care policy (LTC) through Genworth.   In the recent settlement of a case called Haney et. Al. vs. Genworth Life Insurance Company et […]

War in the Middle East, Hamas and Israel By, Jeremy Reif, CRPS Who: For those who have not heard of Hamas.  Here is a quick rundown of who they are. Why: Why should we worry about Hamas and the geopolitical war?  Hamas and Israel have a long-standing and deeply contentious relationship characterized by conflict, hostility, […]

The Playbook of Financial Challenges: Why Pro Athletes Often Go Broke by, Jeremy Reif, CRPS Learning from their mistakes, we can understand the value of seeking professional financial guidance and building a secure financial foundation for life after sports.  Many young children look up to professional athletes. Understandably so, professional athletes are undeniably among some […]

Why Your 401k doesn’t reflect the daily market?  The Truth Behind The Account Performance Have you ever wondered why your investment account doesn’t mirror the performance of the stock market? It’s a mystery that many investors have tried to unravel.  When the stock market goes up, we expect our investment accounts to follow suit.  For […]

For book lovers, there is nothing like The Hybrid Reading List. During my idle time between meetings, lunch hour, or anytime that I need a mental break, I read. Books have enriched my life intellectually, emotionally, and culturally. They have broadened my horizons, enhanced my skills, and given me joy and inspiration. Here is a […]

If you’re a parent, you want the best for your children. There’s never an exception to that desire – even when it comes to the type of investment account you should use to help them secure their own financial futures. The fact that you want to choose the optimal account type is obvious, but the […]

The Centers for Disease Control and Prevention (CDC) marked the end of the COVID-19 Pandemic on May 11, 2023. Now that the emergency is over, I wonder will hybrid work end? Hybrid work combines remote work with in-person work. It allows employees to work from home or other locations part of the time, while still […]

With rising interest rates and inflation it can be overwhelming to keep track of your finances. If you’re looking for help, you may want to work with a financial advisor. But how do you know that you can trust that they’ll give you the right advice? This week Wealthramp founder and CEO, Pam Krueger, was […]