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
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
What does the Tax Reform and Jobs Act mean for you?
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
How literate are you when it comes to your finances? Brush up with these five basics.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Investment tools and strategies that can enable you to pursue your retirement goals.
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 presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Investors seeking world investments can choose between global and international funds. What's the difference?
The market is as unpredictable as the weather. We’d love to help you prepare.
Do you have causes that you want to support with donations? Here are three tips.