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Is It Possible To Minimize Taxes In Retirement?

Posted By: Jeremy Reif
Tue, Dec 28, 2021
Taxes are a reality of the society we live in, but you’ve probably asked yourself, “How do I pay as little tax as possible over my lifetime?” at least once or twice! And when it comes to your retirement, taxes become an even more important issue because you want your (more)
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Are You Already Working With an Advisor?

Posted By: Jeremy Reif
Tue, Dec 21, 2021
Have you worked with an advisor in the past? Are you 100% satisfied with your financial situation? Have you ever found yourself saying, “I think everything is okay with my money”? If you aren’t sure about your answers, this article is for you. As an advisor, these questions raise some (more)
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3 Ways To Live Well In Retirement

Posted By: Jeremy Reif
Wed, Dec 1, 2021

We work so hard to get to that incredible retirement milestone we dream about for years. But once we get there, then what? There’s no doubt it’s important to plan for the financial aspect of retirement, but we can’t stop there. If you want your retirement to live up to (more)

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Are You Trying To Keep Up With The Joneses?

Posted By: Jeremy Reif
Fri, Nov 19, 2021
Have you ever noticed that you become like the people you spend time with? The longer you’ve had a relationship with someone, whether it be a family member, friend, or neighbor, you tend to pick up their habits and tendencies and be drawn to their hobbies and passions. There’s nothing (more)
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What Is Your Retirement Number?

Posted By: Jeremy Reif
Thu, Nov 4, 2021

One of the most common retirement questions people ask is, “Do I have enough money to retire?” What many people don’t realize is that there’s a better question they should be asking, and that is, “Can I support my current lifestyle, and for how long can I support it with (more)

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What You Need To Know About Recessions And Bear Markets

Posted By: Jeremy Reif
Thu, Oct 21, 2021
As global markets continue their roller coaster ride due to fears surrounding the coronavirus, our most recent bull market officially turned into a bear market. But what does that mean? And are we on the verge of another recession like the one we had in 2008? In light of all these (more)
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Important Market Update from FormulaFolios

Posted By: Point Wealth, LLC
Wed, Oct 6, 2021
We’d like to share a brief update on the recent market volatility from FormulaFolio’s CEO and Chief Investment Strategist, Jason Wenk. As always, feel free to contact our office anytime with questions about your portfolio. And remember, we’re never too busy to help someone you care about, especially during market (more)
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Are You Prepared For a Financial Transition?

Posted By: Jeremy Reif
Sat, Oct 2, 2021
A financial advisor is incredibly valuable when it comes to handling your everyday money concerns and helping you plan for your future. But at the same time, there are milestone life events that can dramatically alter your financial situation. I was recently asked about how death and wealth management go (more)
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The SECURE Act And Your Retirement: What Do You Need To Know?

Posted By: Jeremy Reif
Tue, Sep 28, 2021
Are you afraid of outliving your money in retirement? If you said yes, you’re not alone. Running out of money is the number one fear people have as they transition into retirement.[1] With life expectancy on the rise, policymakers and employers understand they need to start helping retirees manage their (more)
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Have Your Finances Fallen Prey to Procrastination?

Posted By: Jeremy Reif
Wed, Sep 15, 2021
It’s human nature to procrastinate. Why do it today when you can do it tomorrow, right? But the question is, when is “tomorrow?” I recently posted a video giving my thoughts on procrastination as it relates to financial planning. As I mentioned in this interview, there are several reasons why people (more)
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