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
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Is your estate in order? This short quiz may help you assess your overall strategy.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Determine your potential long-term care needs and how long your current assets might last.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
This calculator demonstrates the power of compound interest.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The market is as unpredictable as the weather. We’d love to help you prepare.
Do you know these three personal finance sayings?
You’ve made investments your whole life. Work with us to help make the most of them.
Understanding the cycle of investing may help you avoid easy pitfalls.
Do you have causes that you want to support with donations? Here are three tips.