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Four Retirement Myths Debunked

Posted By: Jeremy Reif
Sun, Dec 1, 2019

With the never-ending stream of retirement advice being thrown at you, how do you know which answer is correct? Different sources will tell you different things, like when you should claim Social Security, what type of account you should use, and how much you should be saving each month. It’s (more)

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Have You Answered These 4 Retirement Questions?

Posted By: Jeremy Reif
Tue, Nov 26, 2019
Regardless of if you are 30 or 50, the idea of retirement probably crosses your mind regularly. Once we dive into our working years, retirement becomes the ultimate goal. It’s the promise that one day we’ll be able to reap what we’ve sown during years of hard work and dedicated (more)
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Psychology Of Investing

Posted By: Jeremy Reif
Wed, Nov 13, 2019

You’ve probably heard the age-old question: Is your glass half full or half-empty? But have you ever applied this idea to your finances? The truth is, how you think about money directly affects your financial decision-making. This has nothing to do with your actual account balances but with your mindset. (more)

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Uncovering Lost Assets

Posted By: Jeremy Reif
Sat, Oct 26, 2019

Think back thirty years. Can you recall a specific week and remember all the details of your daily events? If so, I am truly impressed. Most of us only remember bits and pieces from years ago and those memories usually consist of the bigger, more impacting moments of our lives. (more)

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Do You Want To Minimize the Taxes on Your Largest Assets?

Posted By: Jeremy Reif
Tue, Oct 22, 2019

How do you define success? Is it having the latest and greatest cars, electronics, and gadgets? Is it keeping up with the Jones’? Or is it having zero debt and being able to retire early? We all have our own perspectives on success, but regardless of what you believe or (more)

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Uneasy Markets

Posted By: Jeremy Reif
Thu, Oct 3, 2019

Volatility. It’s quite the buzzword these days, and rightly so. In 2018 alone, there were five separate occasions when the Dow Jones moved more than 1,000 points in one day. But is this just market turmoil or an indicator of something long-term? The issue is not if market corrections or (more)

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Will your Social Security benefits be there when you retire?

Posted By: Jeremy Reif
Thu, Sep 26, 2019
Social Security should be the topic of conversation for everyone approaching the social security retirement benefit age. Will Social Security be there in the same way as it exists for retirees now? The government knows there is a problem with the retirement plan that they created. Twelve years ago, I wrote (more)
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Retiring With A Cash Reserve

Posted By: Jeremy Reif
Fri, Sep 6, 2019
In an ideal world, we’d all enter retirement with a) investments that may have benefited from years of growth and compounding, b) a manageable debt position, and c) a cash reserve for emergencies. Most of us understand the importance of investing and saving early according to our time horizon and (more)
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3 Simple Financial Technology Tips

Posted By: Jeremy Reif
Sun, Aug 25, 2019

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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Charitable Contributions and Tax Benefits

Posted By: Jeremy Reif
Thu, Aug 8, 2019
I have had the privilege of working with many clients who have reached a point in their life where they have invested their money and done well with it, been able to enjoy their preferred lifestyle, and have blessed their children financially. But they want to go further. They want (more)
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