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What Pension Option Should I Choose?

Posted By: Jeremy Reif
Sat, Sep 4, 2021

It may seem like pensions have gone by the wayside these days. They used to be a mainstay of retirement income, but because they have become so expensive for companies to offer, they aren’t as popular anymore. Regardless, there are many of you who have pension benefits, whether active or (more)

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How Does De-Risking Change How I Take My Pension Plan Payments?

Posted By: Jeremy Reif
Fri, Aug 13, 2021
If you have a pension plan with a large employer, you may know the basics of the fine print, such as when you are eligible to receive payments and the options for how you receive your money. But there’s one thing that impacts your pension in a significant way, something (more)
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Making Retirement Great Again

Posted By: Jeremy Reif
Sat, Jul 24, 2021
There are so many factors that can affect your retirement. The markets play a significant role in how much your money grows. Presidential policies and reforms can put a dent in your well-laid plans. Expected or unexpected personal life changes can impact your time horizon and cause you to reevaluate (more)
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FormulaFolio Ranked #10 Fastest-Growing Company on Inc. 5000

Posted By: Jeremy Reif
Wed, Jul 7, 2021

When you come to us for your financial planning needs you can have confidence that your money is invested with wisdom and care. We strive to minimize exposure to risk and maximize your return to make your dreams of retirement come true. One of the ways we accomplish this is (more)

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The Top 5 Financial Planning Challenges for 3M Employees

Posted By: Jeremy Reif
Thu, Jul 1, 2021

As a 3M employee, you’ve worked hard in your career to reach your current position. But for many, with career success comes little time to focus on financial planning. You’re not alone if you haven’t dedicated the time to getting your finances in order and having a roadmap you can (more)

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What Is Your Financial Professional's Designation?

Posted By: Jeremy Reif
Mon, Jun 21, 2021

Financial advisor, financial planner, registered representative, insurance agent, broker. Do you know who you’re working with and what they’re qualified to do? You’ve probably heard a handful of titles thrown around for financial professionals, but what you might not know is that different titles mean that the person you are (more)

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3 Misconceptions That Could Derail your Retirement

Posted By: Jeremy Reif
Fri, Jun 4, 2021

Retirement is arguably one of the most popular topics in the personal finance world. There is a glut of information about when to start saving, what the best strategies are, and how much you’ll need. If you do a simple search on the topic of retirement calculators, you’ll have plenty (more)

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What Should You Do About The Coronavirus And Stock Market Volatility?

Posted By: Point Wealth, LLC
Sat, May 22, 2021

The financial markets took a big dip early this week over fears about the spreading coronavirus, erasing gains from earlier this year. After the Dow lost over 800 points on Tuesday, it was down a total of 1,900 points in two days. Investors are understandably nervous about their money and their (more)

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How Much Are You Paying For Your Variable Annuities?

Posted By: Jeremy Reif
Sun, May 2, 2021
Annuities tend to get a bad rap in the media. If you listen to public figures like Suze Orman or Ken Fisher, you probably think you should run the other way when someone mentions annuities. Maybe you purchased one anyway, thinking the benefits or features offered sounded too good to (more)
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3 Simple Finance Technology Tips

Posted By: Jeremy Reif
Sat, Apr 17, 2021

Welcome to the ever-evolving world of finance! Technology is and has been improving the world for a long time and it is finally catching on in the financial sector. We have now entered a new era where we can delegate certain tasks that used to take up our precious time (more)

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