Financial Planning | Financial Advisor | Carmel | Indianapolis

2020 Brings New Limits to Retirement Accounts

In 2020, the IRS brings some good news to the retirement savers of the world: You can save more for retirement than in years past. The limits for the following accounts increased: 401(k), 403(b), SIMPLE IRA, and Health Savings Accounts (HSA). Savers over 50 will also see an increase to their catch-up contribution to $6,500. […]

WealthPoint Goes West

A few weeks ago Brent and Josh traveled to San Diego for 5 days to attend the Schwab IMPACT conference, Schwab’s annual gathering for advisors. It’s a great place to continue our education, develop and share new ideas, explore new technology options, and stay up to date with everything happening in our industry. Keynote speakers […]

The Taxman Will Take a Slice of Your Portfolio! (At WealthPoint, We’ll Keep Him Skinny!)

The holiday season involves gratefulness and celebration with family and friends where our diet expands accordingly. However, the taxman is hungry and lurking about especially as we come to the end of another tax year. No one likes paying (feeding) the tax man more than they need to, especially at the risk of not meeting […]

Does Free = Good?

Charles Schwab recently announced that as of October 7, all stocks and exchange-traded-funds (ETFs) will trade for free on their platform. Other large players in the space quickly followed suit. Prior to this, investors paid a fee for buying or selling one of these investments, usually $4.95 at Schwab. If you trade stocks for a […]

Budgeting Basics

“Living within your means” might be a bit of a cliché, but for good reason. Whatever your “means” are, if you don’t live within them, there is almost no chance you’ll be financially successful. Most people agree, but how do they ensure they actually accomplish it? That’s where budgeting comes in. It’s an important […]

Disproving Dave Ramsey

Over the last few weeks, an interesting conversation has spread through the WealthPoint offices. As financial professionals we have a pretty good understanding of the universe of advice and other notable personalities operating in the Personal Finance space. One particular character’s wide audience and unusual tactics piqued our curiosity: Dave Ramsey and his Total Money […]

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