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Good News! Switching Jobs Doesn’t Mean Losing Your 401(k)

Posted By: Jeremy Reif
Thu, Mar 19, 2020

One of the realities of working in today’s world is that many people will switch jobs. Not once, not twice, but multiple times. Employees in past generations often found a job and stuck with it for decades, or even until they retired. That is definitely not the case today. When (more)

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5 Financial Phases Of Life In Retirement

Posted By: Jeremy Reif
Sat, Feb 29, 2020

When we’re in our working years, we think of retirement as this vague future event. We plan for retirement, save for retirement, and dream of retirement, but we often approach it as one single phase of life. But these days, since we are living longer than ever before, our retirement (more)

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Do You Have Multiple 401(k)s? Problem Solved!

Posted By: Jeremy Reif
Wed, Feb 19, 2020

Gone are the days when Americans would stay in the same job for the majority of their working lives. The recent trend is to transition from job to job at an alarming rate. In fact, Americans change jobs an average of 12 times during their working years. This becomes problematic (more)

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Point Wealth Management Receives 2019 Best of Wausau Award!

Posted By: Jeremy Reif
Tue, Feb 11, 2020

We are proud to announce that Point Wealth has received the 2019 Best of Wausau Award in the Financial Planner category! Our mission is to serve Wausau residents with top-notch financial planning services and unparalleled client service, so we are honored to be recognized for our contributions to this incredible (more)

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How Do I Know If I Need A Plan?

Posted By: Jeremy Reif
Mon, Feb 10, 2020
There are a lot of preconceived notions out there about what a retirement plan is and who it is for. Often, people assume that since their financial life is simple, they don’t need a fancy retirement plan. But asking if you need a plan is a wrong question. The right (more)
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Are You Interested In Specialized Tax Services?

Posted By: Jeremy Reif
Sun, Feb 2, 2020
We all know the importance of filing our taxes properly, making sure our documents are in order and we’ve crossed all our T’s and dotted our I’s. But preparing your taxes is about more than just sending in your forms every April. If you want to build your wealth and (more)
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Do I Have Too Much In One Stock?

Posted By: Jeremy Reif
Wed, Jan 15, 2020

If you work for a large company, you likely have the opportunity to take advantage of employee stock options (ESOs). ESOs are becoming so popular that over the past 30 years, the number of people holding stock options has increased about ninefold. It’s nice to be a recipient of stock (more)

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Will You Outlive Your Retirement Savings?

Posted By: Jeremy Reif
Mon, Dec 30, 2019

Will you live to see your 100th birthday? While it used to seem like a rare event, the world was home to nearly half a million centenarians (people age 100 and older) in 2015. To put that in perspective, that is a more than fourfold increase since 1990 and is (more)

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How Much Can You Save In 2020? New IRS Contribution Limits To Keep In Mind

Posted By: Jeremy Reif
Thu, Dec 26, 2019

Some years, the IRS increases the annual contribution limits on a variety of retirement plan accounts. While each type of account has its own benefits and drawbacks, the important thing is for you to save as much as you can for your future. How Much Should You Save? As your retirement is (more)

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AXA Equitable’s Accumulator "Buyout Offer", should you accept their offer or not?

Posted By: Jeremy Reif
Tue, Dec 17, 2019
Jeremy Reif, CRPS December 28th, 2015 AXA Equitable Annuity, Variable Annuities, Guaranteed Minimum Income Benefit (GMIB), Guaranteed Minimum Death Benefit (GMDB), Earnings Enhancement Benefit (EEB) also known as Protection Plus, Annuity buyout, Accumulator, Accumulator Plus, Accumulator Select. AXA Equitable was one of the pioneers of the Guaranteed Minimum Benefits (death (more)
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