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Should You Consider A Roth Conversion?

Posted By: Jeremy Reif
Fri, Jul 10, 2020

Most of us know there are two types of IRAs: traditional and Roth. You may even know that there are tax differences between the two, and it’s possible you have both of these savings vehicles in your retirement arsenal. What you may not know is that your traditional IRA can (more)

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Knowing Enough About Your Investments To Be Dangerous

Posted By: Jeremy Reif
Fri, Jun 26, 2020
We live in a do-it-yourself society. With online courses, webinars, blogs, and a plethora of information available everywhere you turn, it’s easy to think that you have everything you need to manage every aspect of your life on your own. But be careful about having that mindset with your finances. When (more)
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Q&A: Am I Too Old For a Roth?

Posted By: Jeremy Reif
Sat, Jun 6, 2020
Retirement planning is far from simple. While that may seem like a blatant understatement, it’s especially true when you start looking at all your investment options and try to determine what is right for you. As part of our new question and answer series, we had a reader ask us (more)
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5 Strategies To Grow Your Wealth During The 2020 Financial Crisis

Posted By: Jeremy Reif
Mon, Jun 1, 2020

To say the coronavirus pandemic has taken the world by storm would be an understatement. It’d be one thing if our health was the only thing we had to worry about right now. But unfortunately, we’re having to balance the negative effects of this widespread virus with job loss, reduced (more)

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5 Steps To Retirement

Posted By: Jeremy Reif
Fri, May 29, 2020

Are you ready to leave work for good and launch into your much-anticipated retirement years? Congratulations! Retirement is a milestone we often start thinking about as soon as we enter our working years, and many of us relish the idea of slowing down, changing pace, and finally having all the (more)

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Important Year-End Financial Planning Actions To Take

Posted By: Jeremy Reif
Mon, May 18, 2020
Believe it or not, it’s almost a new decade! But before we jump ahead to the new year, think about what changed for you in 2019. Did you start a new job or launch a new business? Did you welcome your first (or second) child into the world? Did you (more)
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Are Healthcare Costs Holding You Back From Retiring?

Posted By: Jeremy Reif
Sat, May 2, 2020
Are you confident in your retirement savings amount, ready to take the step into retirement, or have health issues that are leading you to consider retirement? Whatever your reason for wanting to retire early, many people in this situation stay in the workforce longer than they’d like for one major (more)
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Smart Financial Moves By Age

Posted By: Jeremy Reif
Tue, Apr 21, 2020

When you look at your working years from start to finish, there’s a huge gap between where you start financially and where you end up. What about all that happens in between? If you want to get to retirement with confidence that your money will last you the rest of (more)

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How Retirement Saving Relates To Retirement Spending

Posted By: Jeremy Reif
Thu, Apr 2, 2020

You don’t have to look far for general retirement advice. Unfortunately, a lot of that advice can be contradictory or overwhelming. We are often told that we need X amount for a 20-year retirement, or that we should contribute X amount to our 401(k). These types of statements imply that (more)

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Do You Want To Live The Retirement Dream? My New Book Is Now Available!

Posted By: Jeremy Reif
Tue, Mar 24, 2020
Do you ever find yourself wondering where to start when planning for retirement? Between setting goals, choosing savings vehicles, determining how much you need to save, and just keeping up with everyday life, preparing for retirement can be overwhelming. At Point Wealth Management, our mission is to help you embrace (more)
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