November 16th, 2023 Jeremy Reif
Win The Lottery While Growing Your Nest Egg More than anyone, poor people need to analyze their budgets and watch where they spend their money. Usually, the poor fall victim to the pressure of falling behind and the need to catch up. The elusive dream is to get rich quickly. It is simple: spend a […]
Read More
November 9th, 2023 Jeremy Reif
Crafting Your Ideal Retirement: Navigating the Path to Financial Freedom By Jeremy Reif, CRPS Are you worried about saving enough for your retirement? We all want to spend our golden years stress-free, enjoying the things we love. But to achieve that, we need to crack the retirement code and determine how much money we […]
Read More
November 2nd, 2023 Jeremy Reif
Inflation Federal Reserve Interest Rate Hikes By Jeremy Reif, CRPS The big news from banks in the last few weeks was in their internal financial reporting that account balances continue to trend down for consumers. Speculating on two things. The first is that consumers have spent all or most of their COVID-19 relief money. The […]
Read More
October 26th, 2023 Jeremy Reif
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 […]
Read More
October 19th, 2023 Jeremy Reif
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 […]
Read More
October 10th, 2023 Jeremy Reif
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, […]
Read More
October 5th, 2023 Jeremy Reif
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 […]
Read More
September 28th, 2023 Jeremy Reif
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 […]
Read More
April 11th, 2023 Greg Aler
In this episode: What is different from the big box firms and Golden Reserve with investment planning? Article: Stop saving! Social Security will be enough. Are people who have success in retirement just lucky? Our checklist of what you want your money to do in retirement. How is tax planning different when you stop working?
Read More
April 4th, 2023 Greg Aler
The new law raises the Required Minimum Distribution (RMD) age in two steps. The RMD age increases to 73 beginning in 2023. In 2033, the RMD age will further increase to 75. Folks born between 1951 and 1959 will need to start their RMDs after age 73. We’re told this is a good thing. But is […]
Read More