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Where should I save my next dollar?

Posted By: Jeremy Reif
Tue, Dec 8, 2020
As we approach year end and usually when approaching tax time, I often get the same question, “Where should I save my next dollar?” This is an excellent question, but loaded and different for almost everyone. Typically, the more people that you ask the more answers that you will get. (more)
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How Closely Should I Watch The Markets?

Posted By: Jeremy Reif
Wed, Dec 2, 2020

The stock market is a beast and can make you either put your head in the sand or obsessively watch every move. It’s understandable. You work hard for your money and want to see it grow. It’s easy to second guess your investment decisions or panic when the market goes (more)

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Are You Searching For a "Magic Bullet" For Your Finances?

Posted By: Jeremy Reif
Mon, Nov 9, 2020
Don’t you wish life had an easy button? I can tell you that if there’s an easy button for your finances, I don’t know about it! In a recent interview, I explained how in my years as a financial advisor, one of the most common scenarios I encounter is a (more)
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Economic Opinion and Coronavirus Update

Posted By: Jeremy Reif
Tue, Oct 27, 2020

Fears have escalated around the COVID-19 Coronavirus as the W.H.O. now is calling it a pandemic. The word, pandemic, alone instills fear. For my clients, family, friends, or people you might share this with, I still stand by and believe in what I've said all along, the media has blown the (more)

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6 Financial Actions To Take In Uncertain Times

Posted By: Jeremy Reif
Sun, Oct 11, 2020

It’s human nature—we’re drawn into the sensationalist headlines and, just like driving by a car wreck on the freeway, we can’t look away. But when the markets give you whiplash and just checking the daily updates strikes fear into your heart, it’s time to take a step back from what (more)

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Tax-Loss Harvesting

Posted By: Jeremy Reif
Wed, Sep 23, 2020
Even though this may end up being a subpar year for stocks, you may realize capital gains, which is a taxable event. What can you do about them? You can do what some investors do – you could recognize investments with a loss and practice “tax-loss harvesting.” Keep in mind this (more)
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The Pros and Cons of Early Retirement Plan Rollovers

Posted By: Jeremy Reif
Wed, Sep 9, 2020
Did you know? You might be able to take some or all of the money in your 401(k), 403(b), or 457 plan and roll it over into another type of retirement account? Were you aware that you could do this while you are still working for your current employer – (more)
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Are You Paying High Investment Fees?

Posted By: Jeremy Reif
Sun, Aug 23, 2020
The financial services industry is no different than your local grocery stores. You can buy an item at the full retail price or you can go to a discount store and get it on sale. If you have the choice of buying the exact same product at either a premium (more)
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Time Horizon: Invest With Purpose

Posted By: Jeremy Reif
Mon, Aug 10, 2020
Our markets are anything but stable. Sometimes they waiver a bit in the form of a pullback, and other times a series of down days signals the start of a recession. Regardless of whether the market roller coaster is spurred on by natural market cycles or a significant political or (more)
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5 Social Security Tips Divorcees Should Know

Posted By: Jeremy Reif
Fri, Jul 24, 2020

As wonderful as marriage can be, there’s no denying the fact that around 50% of marriages in the United States end in divorce. Your life may change drastically after a divorce, but one thing many people don’t realize is that divorce can also affect your Social Security and retirement outlook. (more)

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