Want to scale your business and need expert financial guidance? If you answered, YES, I know you will find my special guest to be a wealth of information because his goal is to help business owners, like you, who are scaling their business and want financial assistance and expertise. Cory Gayman is the owner and… […]
The end of the year flies by. One day, you’re eating turkey and pecan pie and taking a well-deserved nap. Next thing you know (or so it seems), you’re counting down the New Year’s clock to welcome 2025. If you’re not careful, the holiday season will fly by (in a sleigh?) before you can do […]
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 […]
Donate to charities to create a legacy and find self-fulfillment. Originally Published on https://pointwealthmanagement.com/blog/
