We’re never too busy to help someone you care about. If you have friends, family, or coworkers who could use our help, we invite you to share our story with them by forwarding this link. It’s our goal to help people like you by offering unbiased financial guidance.
Jeremy Reif, founder of Point Wealth, LLC, has worked in the investment advisory business since 2005. As a seasoned and locally recognized retirement professional, he is committed to maintaining the highest standards of integrity and professionalism in his relationships, and believes the key to success is honesty.
Our Asset Management program is specifically designed to help minimize exposure to risk and maximize return. Helping protect our clients’ principal and mitigating potential downside loss is paramount in their long-term investment success. By removing the emotional part of investing, our time-tested formulas can help take the guesswork out of investing. Our company is transparent and fee-based. Point Wealth is focused on doing what is right for our clients. If our clients do well, so do we.
Our job is to uncover your goals, analyze your financials, and help you pursue your ideal retirement. Our planning process also uncovers strategies with distribution, tax, estate, and charitable planning. At Point Wealth, our team customizes a simple plan for you and your advisor to follow.
We’ll delve into the pros and cons of leaving your retirement investments where they are versus moving it, and what the best decision could be for your individual situation. We also address what the internal charges are for your existing accounts, the amount of risk that your taking compared to what you’re comfortable with, and if your current plan is meeting your expectations.
With all of the recent changes with Social Security, there are a lot of pre-retirees and retirees with questions about their future. Our team will help you calculate potential taxes, the cost of waiting, and actual benefits. We’ll also address the pros and cons of taking your benefits early versus waiting.
Through our consulting services, we help pre-retirees and retirees construct a plan that helps make sure you and your family won’t outlive your retirement income, giving clients added confidence to make, plan, and enjoy retirement.
Learn why Adjusted Gross Income (AGI) is one of the most important numbers on your tax return and how it can affect Medicare premiums, Social Security taxes, tax credits, and retirement planning.
Learn the difference between Form 1040 Line 6a and Line 6b, why some Social Security benefits are taxable, and strategies that may help reduce taxes in retirement.
Learn what Form 1040 Line 4a and Line 4b mean, why they matter for retirees, and how Roth conversions, rollovers, and IRA withdrawals affect your taxes.