Taxes
The Great Wealth Transfer: How to Equip the Next Generation for Sustained Financial Success
Recently there’s been a statistic going around the financial press that the Boomers and Silent generation control over 50% of the net worth...
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Strategic Gifting
With year-end around the corner, gifting season is upon us. Many people will work to ensure they process a planned gift by the...
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Is Your 401(k) Balance Too High?
RISE OF THE 401(k) When I joined the workforce 23 years ago, the average American employee knew more about a 5K running competition...
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How the CARES Act Suspension of RMDs will Affect Your Taxes
Many folks took advantage of the fact that required minimum distributions (RMDs) from qualified accounts were suspended in 2020 due to the CARES...
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The Time Has Come to Scrap the RMD
Before we get to why I believe that we should finally put an end to the outdated and unnecessary Required Minimum Distribution (RMD)...
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The CARES ACT – Three Important Provisions That Could Impact You
The relief bill known as the CARES Act was signed into law on Friday, March 27, 2020. It is designed to serve as...
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Get the Checklist: Organizing Your Finances for the New Year
New year, new budget! The holidays are over, the new year has arrived, and we’ve begun a new year to meet your financial...
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Latest Additions to StrategicPoint Services
Several clients have asked if we are happy with our move to Fidelity Investments. Our response has been that we couldn’t be more...
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5 Easy Things You Can Do Right Now to Clean Up Your Financial Home
We recently held our annual “ShredIt” event and invited our clients to bring in any old documents that needed shredding. It was our...
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