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Wednesday, 20 September 2017 12:00

Ten Financial Hacks for Everyone I Know

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My family may be a lot like your family.  We have a doctor, nurse, lawyer, therapist, professor, corporate executive, electrician, engineer, project manager, consultant, public employee, designer, and many more across the occupational spectrum.  I wrote this article so that it applies equally to all of them. 

A bit of background: During our family reunion this year, which we held in the beautiful Outer Banks of North Carolina, I was asked to provide some financial planning advice to our family of 35.  Unfortunately, this never happened given we were all intent on other activities.  Had I had a chance to replay the week, here is a list of 10 items I would consider as financial hacks of sorts that presumes one is already doing the obvious to prepare for retirement:

Tuesday, 19 September 2017 06:00

A Note on the Department of Labor's Fiduciary Rule

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If you've been following the news the past several months, particularly the financial news, odds are you've heard the word "fiduciary" a few times. Specifically, the Department of Labor's Fiduciary Rule has been the subject of much press. As the client of an advisor, friend of an advisor, or simply someone who likes to keep up with the financial landscape, it is important for you to know what this rule means. But the rule is also complex and in a state of flux, so we'd like to share this update from our July newsletter, in which WealthPoint President Brent Walker outlines the DOL's Fiduciary Rule and how it may affect you:

Thursday, 14 September 2017 15:18

Equifax Data Breach: What You Need to Know

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Last Friday, Equifax, one of the major credit reporting bureaus, issued a press release announcing that on July 29 it had discovered "unauthorized access" to data belonging to as many as 143 million U.S. consumers. We have compiled some information that we hope may help you understand what happened and what to do next.

Tuesday, 08 August 2017 13:25

Is Your Password Actually Secure?

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Here at WealthPoint, while we do talk about financial planning topics quite a bit, that's not the only thing on our minds. For example, I also think about food, golf, Purdue basketball, how well this squirrel is balancing itself on the tiny tree branch outside my office window…but I digress. Today’s blog isn’t about any of that, but it is about something that comes up quite often in conversations around our office and with clients: cybersecurity. As you probably know, cybersecurity can seem abstract, complex, and difficult to manage. But there's at least one thing you can do that's simple and can prevent a lot of headaches: improve your passwords.

Do you know what happens when you die?  I’m not asking in a spiritual or physical sense.  I’m asking about what happens from an estate planning perspective.  Do you know what impact your death has to the financial and developmental well-being of your children?  What if both you and your spouse die at the same time?  What about your house?  Your car?  The things in your closet?  Your financial accounts?  Who makes these decisions and who receives your assets are important to anticipate.

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