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As a guide through life's financial journey we want to help you feel educated and empowered to make the best decisions about your money.  Each week we will post relevant articles and insights to help you gain knowledge about how to best use your money in a changing economy.

Friday, January 5, 2024

As the new year dawns, setting resolutions is a common practice, but maintaining the motivation to achieve them can be challenging. Here are five key strategies to help you find and sustain the motivation needed for your New Year's...

Friday, December 29, 2023

2024 is right around the corner! You made it through 2023... pat yourself n the back! It's time to set resolutions for a more fulfilling life. Here are 5 goals to guide your journey.   Prioritize Health: Focus on physical and...

Sunday, December 24, 2023

Christmas Day is a perfect occasion to create cherished memories with your family. If you're looking for delightful ways to celebrate together, here are five fantastic ideas for a memorable day. Baking Bliss: Gather your family in the...

Thursday, December 14, 2023

We all love the great treats the holidays bring! Here are a couple of recipes to get you started on making some of the best holiday snacks!  The holidays are a time of year when we’re inspired to perfect every home-cooked...

Friday, December 8, 2023

Client Appreciation Holiday Open House.... A giant Thank You to our incredible clients!

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Wednesday, November 22, 2023

Focus Point Wealth Management hosted its annual Pie Day event on November 21st 2023. The spirit of generosity reigned supreme as clients generously brought in food goods to make a very successful food drive. Together we gathered over...

Wednesday, October 18, 2023

The designation of an "Ed Slott Master Elite IRA Advisor Group" is a prestigious recognition within the financial advisory industry, denoting a high level of expertise and commitment to providing exceptional guidance and strategies...

Wednesday, September 13, 2023

Introduction: With all the recent talk about unidentified flying objects and the possibility of non-human life is time to consider that the announcement of the existence of alien life would undoubtedly be a groundbreaking moment in...

Tuesday, August 29, 2023

This weekend the Focus Point Wealth Management LLC team celebrated our furry companions at Main Community Park in Windsor! The event could not have had better weather and the park was full of life on Saturday morning. Coffee went down...

Wednesday, July 12, 2023

As the temperature rises and the days become longer, summer often brings a sense of freedom and a desire to indulge in leisurely activities and travel. However, amidst the excitement and temptation, it's important to remember the value...

Wednesday, June 28, 2023

Net Investment Income Tax (NIIT) in the United States, is an additional tax on investment income for higher-earning individuals. Many Americans are unaware of this tax until they find themselves owing it. The NIIT is a 3.8% surtax on...

Wednesday, June 21, 2023

In the wake of the spring turmoil, US banks have taken decisive steps to bolster their liquidity positions. While progress has been made, it is imperative for banks to remain vigilant and proactive. This article explores how US banks...

Thursday, June 15, 2023

Introduction:Are you envisioning the thrill of riding a motorcycle, cruising in an RV, or lounging by your very own pool? Making substantial purchases like RVs, boats, motorcycles, new cars, or pools requires careful financial planning...

Thursday, June 8, 2023

A Certified Public Accountant with a Personal Financial Specialist (CPA/PFS) designation is a professional who has demonstrated expertise in providing comprehensive financial planning and investment advisory services to individuals,...

Friday, May 19, 2023

As artificial intelligence (AI) continues to advance at a rapid pace, its potential for both positive and negative applications becomes increasingly apparent. While AI brings numerous benefits to society, there is also concern about...

Friday, May 12, 2023

Nurses, often referred to as the backbone of healthcare systems, play an invaluable role in our lives. Their dedication, compassion, and expertise make them indispensable in providing quality care and support to patients. This article...

Wednesday, May 3, 2023

How Can a Fiduciary Help You Save on Taxes? Working with a fiduciary can help you save on taxes in several ways: Tax PlanningA fiduciary can help you create a tax-efficient investment plan that minimizes your tax liability....

Wednesday, April 26, 2023

John and Mary had been married for over 50 years. They had raised a family, built a successful business, and were looking forward to enjoying their golden years together. However, as they approached their 70s, they began to think about...

Monday, April 17, 2023

Term life insurance is a type of life insurance policy that provides coverage for a specific period, typically ranging from 5 to 30 years. If the policyholder dies during the term, the beneficiaries receive a lump-sum payout from the...

Wednesday, April 5, 2023

Retirement is an important stage of life that requires careful planning and preparation. To ensure a comfortable and secure retirement, it is important to understand the various options available to you. Two of the most common options...

Monday, March 27, 2023

An IRA, or Individual Retirement Account, is a type of savings account that provides tax advantages to help individuals save for their retirement. There are several types of IRAs, including Traditional IRA, Roth IRA, SEP IRA, and SIMPLE IRA

Wednesday, March 23, 2022

Saturday, January 1, 2022

Sunday, November 21, 2021

Thanksgiving is a time to appreciate what we value most, a time to cherish the many gifts we have, and the people that make life special. We can also be thankful that we live in a great country known for its prosperity and abundance...

Monday, November 8, 2021

Two weeks ago I attended a financial conference for our Broker Dealer. It was wonderful meeting with other inspiring women at this years Women Forward Event in Nashville. Empowering women and their finances. Check out our new Female...

Sunday, October 31, 2021

That spooky-yet-sweet time of year is coming – Halloween! Whether the costumes you or your kids wear are homemade or store-bought, whether the pumpkins by your home are hard-carved or plastic, whether you trick-or-treat in the...

Monday, October 18, 2021

When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it's an excellent opportunity to...

Monday, October 11, 2021

Wouldn’t it be nice if the stock market didn’t have such violent swings in either direction? Especially the dramatic downward plunges - we’d ALL like to avoid those! But the reality is, the markets include a certain...

Friday, October 8, 2021

October brings to mind the beauty of the leaves changing colors and a time to enjoy the colder weather. But October also holds another meaning for millions of people: it’s Breast Cancer Awareness Month.Based on the numbers,...

Monday, October 4, 2021

Autumn is here with its stunning scenery, lower temperatures and promise of the holidays, so bring on the candy and creative Halloween costumes! Don’t forget that the deadline to file your 2020 Form 1040 is October 15, 2021. The...