Life can be complex...
Understanding how to reach your goals shouldn't be.
The Turning Point process helps untangle life's complexities and create a path to help you reach your financial goals. We focus on where you are today and where you'd like to go tomorrow - together creating a personalized roadmap to get there.Contact Us Today To Get Started
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Understanding the value of a home warranty.
Learn when it may not make sense to file a claim on your home insurance.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
It's important to make sure your retirement strategy anticipates health-care expenses.
Investors who put off important investment decisions may face potential consequence to their future financial security.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Here’s a crash course on saving for college.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The market is as unpredictable as the weather. We’d love to help you prepare.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?