fbpx

Filter By Category

Retirement

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 […]

A True Win-Win Situation: Tax Efficient Charitable Giving

According to research conducted by the Eli Lilly School of Philanthropy, in 2018, individuals gave a record high of $427.1 billion dollars to charity. They also concluded that 90% of High Net Worth households give to charity annually while over half of the population as a whole gives to charity every year. With all that […]

Evaluating Charities

To paraphrase one of our more benevolent clients “There are no unworthy causes, but there are unworthy charities”. Many of our clients are very generous with their hard-earned money but understandably want to be sure that these charities are responsible stewards. From conversations with clients on their giving experiences and our own research, we’ve complied […]

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 […]

Fund a Roth IRA For Your Child or Grandchild

Funding a Roth IRA for your child or grandchild Millions of high school and college aged children will have jobs this summer.  This presents an opportunity to establish a retirement account in their name.  It can help instill a lifelong saving habit and you can help them get started with a contribution.  As long as […]
PreviousNext