NorthPoint Financial
The British Royal Family - Succession
Following the death of Queen Elizabeth II, her son and successor King Charles III will be officially proclaimed King at the Accession...
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NorthPoint Financial
- Aug 31
- 1 min
Avoid the Crippling Hill That Jack and Jill Went Up
The couple had made every mistake you could: retired too early, spent too much, took on too much house and too much debt. “This is...
57 views
NorthPoint Financial
- Aug 23
- 1 min
As a Country, We Aged Fast, Especially in 2021
The last two decades have seen the country grow continuously older. Since 2000, the national median age – the point at which one-half the...
49 views
NorthPoint Financial
- Aug 22
- 1 min
Tips for the Fast Growing Sandwich Generation
Over the last 20 years, the median-age for Americans (the median age is the point where exactly half the population is older and the...
49 views
NorthPoint Financial
- Jul 27
- 1 min
The Murkiest Part of Estate Planning is Talking
The murkiest part of estate planning is to discuss when and how to distribute your assets to your heirs. This process requires a series...
71 views
NorthPoint Financial
- Jul 22
- 1 min
Should Investors Care at All When a Stock Splits?
The summer of 2022 could be known as the Summer of Stock Splits, as several high-profile companies have either split their stock or...
61 views
NorthPoint Financial
- Jul 13
- 1 min
Elon, Twitter and the Importance of Due Diligence
Elon Musk – the world’s richest person – recently announced that he was pulling out of his agreement to buy Twitter, saying that there...
73 views
NorthPoint Financial
- Jul 2
- 1 min
Lessons from the Great Recession of 2007 – 2009
After the Great Recession from 2007 to 2009 hit, far too many Americans found themselves without any savings to get through the hardships...
93 views
NorthPoint Financial
- Jun 22
- 1 min
Tips to Avoid Common Estate Planning Mistakes
With a few simple actions, you can ensure your estate planning is effective Whether your estate plan is simple or complex, there are many...
98 views
NorthPoint Financial
- Jun 16
- 1 min
5 Questions with Mark Cappone of J. Allen Leadership Solutions, LLC.
NorthPoint Community Series: "5 Questions" are short videos bringing you conversations with local personalities on topics of interest....
110 views
NorthPoint Financial
- May 31
- 1 min
Your True Life Expectancy, When a Spouse Dies and Pointers on Retirement Planning While Retired
Continue reading the Spring 2022 Edition of 21st Century Retirements...
117 views
NorthPoint Financial
- May 13
- 1 min
Planning For Unexpected Costs Before You Retire
Your open heart and your destitute relatives can combine to threaten your retirement savings – savings you soon may need. Learn the true...
134 views
NorthPoint Financial
- May 3
- 1 min
What Is an I Bond? Everything You Need to Know to Earn Nearly 10% Interest
I Bonds issued In May are paying a 9.62% annual rate. Investors can purchase these bonds for themselves and their children. Continue...
202 views
NorthPoint Financial
- May 3
- 1 min
The Perils of Trying to Time the Stock Market
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...
131 views
NorthPoint Financial
- Apr 22
- 1 min
The Medium U.S. Home Price in March
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...
138 views
NorthPoint Financial
- Apr 5
- 1 min
April is Arguably the Greatest Month in Sports
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...
160 views
NorthPoint Financial
- Mar 31
- 1 min
How Much Tax Should I Have Withheld?
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...
183 views
NorthPoint Financial
- Mar 21
- 1 min
The Influence of Cultural Norms in Our Next Chapters
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...
185 views
NorthPoint Financial
- Mar 18
- 1 min
Would You Agree to Be Paid 100% in Bitcoin?
As cryptocurrencies continue to make their way into mainstream consciousness, individuals—even beyond those in the tech sector—have been...
179 views
NorthPoint Financial
- Mar 7
- 1 min
How To Measure Your Portfolio in Uncertain Times
Too often during uncertain times, we inadvertently compare ourselves to the people around us – and that leads us to make financial...
184 views