Indianapolis-based WealthPoint Advisors provides comprehensive, personalized financial planning services to clients across the country in a transparent, collaborative environment. As a fee-only Registered Investment Advisor, we are bound by our fiduciary duty to put clients first at all times.
Your career has really started to take off, and you know that you need to have a plan for personal finance and investing, but aren’t sure where to start. We can help you navigate these life events and build the foundation for a successful financial future.
You’re achieving great things, both professionally and personally. Plenty of hard work and resources have gone into your career or your business, and you’re seeing the payoff. WealthPoint Advisors can help you get your arms around all this complexity, while providing the direction needed to secure your family’s tomorrow, today.
Retirement is approaching quickly, or perhaps you’ve recently begun the retirement journey. You’ve accumulated a lot of assets, but you’re not sure if its enough. At WealthPoint Advisors, we can help you develop a plan that will get you to and through retirement, and enable you to live out your lifelong goals and dreams.
Fall is my favorite time of year. I can enjoy the cooler weather, spend more time with family during holidays,...
It’s no secret that the stock market has performed poorly so far this year. As I write this the S&P...
The first half of 2022 has not been kind to investors. All asset categories including bonds are negative so far...
There are plenty of headlines for investors to discuss right now (we already wrote about the conflict in the Ukraine)...
As I write this, the S&P 500 is down -4.47% so far for 2022. I will start by saying this...
If you do not use our client portal, I highly encourage you to do so. We have received a lot...
By now you have likely heard of Russia’s invasion of Ukraine and the ongoing humanitarian crisis that has followed. We...
How is it already 2022? Who knows? What I do know however, is that the IRS is allowing taxpayers to...
Check out Wealth Advisor Brie Black and President Brent Walker’s discussion on our most recent newsletter!
Since my last newsletter in October, there have been many twists and turns with potential tax law changes. Some of...
In 2021, corporate earnings were strong, the Federal Reserve held interest rates at zero, and the Federal Government spent money...
I recently celebrated my 26th birthday and I think my parents were more excited than me. They are no longer paying for me to be on their health insurance plan....
We are all prone to a bit of recency bias – focusing on our most recent experiences and losing sight...
There are not many words retirees, or soon to be retirees, fear more than the word inflation. Inflation causes the...
What should you do based on these potential changes? The tricky part is we do not know the final form ...
Last month the House Ways & Means Committee approved draft legislation on significant tax proposals that, if passed, will dramatically change the ...
Stocks had a slightly negative return in the third quarter, which after 5 straight positive quarters is not surprising. Actually, the ...
Check out Wealth Advisor Brie Black and President Brent Walker’s discussion on our most recent newsletter!
Across the country, students are heading back to colleges in droves. Or at least will be in the coming weeks. ...
As part of the American Rescue Plan, the child tax credit for 2021 has been significantly enhanced. This is a...
You may notice that I did not address bonds and their performance if we have higher than expected inflation. While...
With over $5 trillion of government spending to stimulate a pandemic economy, plus zero percent interest rates by the Federal...
Check out Wealth Advisor Brie Black and President Brent Walker’s discussion on our most recent newsletter!
A hot topic we’re hearing and reading a lot about right now is inflation. With three rounds of Federal aid being passed to...
The pandemic and the U.S. Treasury printing presses barrel forward! The $1.9 trillion COVID-19 relief bill is expected to be...
The 2020 election is finally past us, and while many people still have a lot to say on the matter,...
For 2021, the IRS brings a lot of the same with regards to retirement plan contribution limits. Nearly everything remains...
It looks like Joe Biden has won the White House and the Democrats have retained control of the House. The...
It’s well advertised that we are trending away from the days when a person would work their whole career at...
Here at WealthPoint, we pride ourselves on being accessible and providing clear, transparent information to our clients. One way we...
An unfortunate thing happened to one of our clients recently. For privacy purposes, I will not use her real name...
There has been much discussion recently about the stock market being “top heavy” because of massive tech companies that have...
“The best way to create an optimistic world view is to practice gratitude on a daily basis.” – Shawn Achor. ...
The price of going to college has been steadily increasing since the 1980s. An article in Forbes published a couple...
“Successful planners – those who stuck with their plans – achieved an average total net worth three times higher than...
Exciting personal news from WealthPoint: Josh and his longtime girlfriend Meredith recently got engaged! Many of you met Meredith at...
WealthPoint recently hosted a town hall webinar with Apollo Lupescu of Dimensional Fund Advisors to discuss the current state of...
An ESOP (Employee Stock Ownership Plan) is a type of retirement plan. An employer contributes its own company stock into an account for each qualified...
On Friday, Congress and President Trump passed the largest stimulus bill in history worth $2 trillion to the U.S. economy....
Life as we know it has been significantly impacted the last month or so. Kids are home from school, businesses...
News headlines around the world are being dominated by the spread of Coronavirus. While this disease is very serious,...
In 2020, the IRS brings some good news to the retirement savers of the world: You can save more for...
A few weeks ago Brent and Josh traveled to San Diego for 5 days to attend the Schwab IMPACT conference,...
The holiday season involves gratefulness and celebration with family and friends where our diet expands accordingly. However, the taxman is...
Charles Schwab recently announced that as of October 7, all stocks and exchange-traded-funds (ETFs) will trade for free on their...
According to research conducted by the Eli Lilly School of Philanthropy, in 2018, individuals gave a record high of $427.1...
To paraphrase one of our more benevolent clients “There are no unworthy causes, but there are unworthy charities”. Many of...
“Living within your means” might be a bit of a cliché, but for good reason. Whatever your “means” are, if...
Over the last few weeks, an interesting conversation has spread through the WealthPoint offices. As financial professionals we have a...
Funding a Roth IRA for your child or grandchild Millions of high school and college aged children will have jobs...
I’m writing this article in the middle of May shortly after the S&P 500 fell 70 points or 2.4%. Did...
It can be easy to put off making financial decisions because they are complex and important. It’s also easy to...
As we enter the month of May, the end of the school year is in sight. It’s a big time...
It isn’t surprising that the Retirement Savings Flavor-of-the-week is Roth IRAs. Contributions are made with after-tax dollars with all growth...
Go ahead. Take a peek at your checking and savings account and see. I just checked mine. I bank with...
Late last year a study was released from Strava (a social network to primarily track cycling and running), stated that...
In 2019, the IRS actually brings good news to the retirement savers of the world: You can save more for...
If you’re an investor who pays attention to market news, you probably know that the market didn’t do you many...
For those charitably inclined, now is a good time to consider making a multi-year charitable contribution to a donor-advised fund...
If you’ve spent your whole life working and paying into the Social Security system, your gut reaction might be to...
It’s easy to get caught up in investment decisions. How much should I be saving? How is the market affecting...
In 2017, the U.S. Census stated that a new baby was born in the United States every eight seconds. I’m...
When it comes to getting help with your money, you want to work with someone you know, someone who knows...
How do you know if you’re on track to meet your financial goals if you do not know your present...
A little over 1 year ago, I published a blog post right here where I discussed the Dow reaching 20,000 for the...
The tax reform bill that has dominated the news headlines was passed into law this week. And it should dominate the news...
Health Savings Accounts (HSAs) have become a popular extension of health insurance plans over the last 10 years, and will likely...
So, you’ve just decided to hang up your cleats and quit the working life. Congratulations. That’s a huge life changing...
I’ve heard countless clients tell me how they ‘failed’ at retirement. They enjoyed it for the first three weeks or...
My family may be a lot like your family. We have a doctor, nurse, lawyer, therapist, professor, corporate executive, electrician,...
If you’ve been following the news the past several months, particularly the financial news, odds are you’ve heard the word...
Last Friday, Equifax, one of the major credit reporting bureaus, issued a press release announcing that on July 29 it...
Here at WealthPoint, while we do talk about financial planning topics quite a bit, that’s not the only thing on our minds....
Do you know what happens when you die? I’m not asking in a spiritual or physical sense. I’m asking about...
Roth Conversion. Ughh – that term makes most eyes glaze over! But hold on – there are some critical aspects...
Tax season is upon us, and for many people, that means taxes are top of mind. This makes sense for...
If you follow investing much, you may have heard some talk recently about the US stock market reaching all-time highs....
“Why am I doing this?” This question crossed my mind more than a few times recently as I detached myself...
As Tuesday, November 8 gets closer and closer, we receive several questions and concerns about how the presidential election will...
In case you missed it, we are well into another presidential election season. While I’m not sure we ever took...
Excitement is building for your child who is about to move out of the house and into a college dorm....
Almost anybody can tell you what life insurance is. The concept is pretty simple – you are paying an insurance...
You have paid all your bills this month and you have some extra cash left over. Great! Now, what to...
I love vacations – sitting on a beach, reading a book, and acting like I’m watching my kids. What I...
Since this is the time of year for filing tax returns and paying Uncle Sam is on everyone’s mind, it...
We all have some preconceived notions about what retirement will be like. But how do those notions compare with the...
December and January are the perfect months to look back at what you earned, saved, and spent during the past...
Every year, the Trustees of the Social Security and Medicare Trust Funds release reports to Congress on the current financial...
The Consumer Financial Protection Bureau (CFPB) has found itself at the center of recent political controversy in Washington. As a...
The simple answer to that question is, probably you. Often people who most need financial advice do not realize it...
When dealing with a volatile market, sometimes the most difficult challenge is to manage your emotions. If you decide you...
GOLD AND SILVER: METALS FOR LOVERS, NOT INVESTORS I run into people occasionally that can’t wait to tell me how...
So you finally made it to retirement. No more pressure, no more daily grind. What a joke. All the things...
While we pride ourselves in our expertise and experience when it comes to wealth management, we thought we’d share some...
For people who had their will prepared a few years ago, many attorneys used a formula clause to reduce the...
Nyhart, the actuarial and employment benefits firm, is a nationally recognized consulting firm located here in Indianapolis. The firm recently...
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