After the Great Recession from 2007 to 2009 hit, far too many Americans found themselves without any savings to get through the hardships...

With a few simple actions, you can ensure your estate planning is effective Whether your estate plan is simple or complex, there are many...

NorthPoint Community Series: "5 Questions" are short videos bringing you conversations with local personalities on topics of interest....

Continue reading the Spring 2022 Edition of 21st Century Retirements...

Your open heart and your destitute relatives can combine to threaten your retirement savings – savings you soon may need. Learn the true...

I Bonds issued In May are paying a 9.62% annual rate. Investors can purchase these bonds for themselves and their children. Continue...

The end of March 2022 marked the two-year anniversary of the stock market bottom and the end of the shortest bear market on record. Since...

The average rate on a 30-year fixed-rate mortgage was 5% as of April 13, up from 3.04% a year earlier, according to mortgage finance...

What does this have to do with Financial Planning? Nothing really. But it should make us wonder: Is April the Greatest Month in Sports to...

Each time you start a new job, your employer will give you a Form W-4 to complete that determines the amount of Federal income tax that...

What did your parents’ retirement look like? Did one or both work someplace for 40 and maybe even 50 years, then retire? If so, did they...

As cryptocurrencies continue to make their way into mainstream consciousness, individuals—even beyond those in the tech sector—have been...

Too often during uncertain times, we inadvertently compare ourselves to the people around us – and that leads us to make financial...

An increasing number of financial planners realize that their primary business isn’t just producing your financial plan or furnishing you...

There’s a growing bipartisan push to prohibit members of Congress from buying or selling stocks. The shift follows news reports that...

NorthPoint Community Series: "5 Questions" are short videos bringing you conversations with local personalities on topics of interest....

This checklist covers many of the issues to consider during a recession or market correction. It addresses some strategies particularly...

Every year, there are taxpayers that underpay their taxes. It just happens. But if you do that, no matter how innocent your underpayment...

"I'm gonna be stuck in meetings all day". Most professionals have uttered this sentence at some point in their careers, but as an...

Savvy Investors are “in the know” and looking to learn. By popular request, NorthPoint Financial Planning will present Savvy Soiree...