top of page
Insights
Search


Inherited IRAs - What You Should Know
The rules pertaining to Individual Retirement Account (IRA) beneficiaries are complicated. Here is a quick look at the limitations the...
Aug 25, 20211 min read


Questions to Ask an Agent When It’s Time to Sell
When should you sell your house? Are we at the top of a real estate bubble about to burst or will real estate prices continue rising?...
Aug 2, 20211 min read


Questions to Ask an Agent When It’s Time to Sell
When should you sell your house? Are we at the top of a real estate bubble about to burst or will real estate prices continue rising?...
Aug 2, 20211 min read


Buying a Boat and Staying Afloat
Is owning a boat on your horizon? Do you see yourself paddling a canoe? Piloting a motorboat? Helming a sailboat? Of course, it will be...
Jul 30, 20211 min read


Buying a Boat and Staying Afloat
Is owning a boat on your horizon? Do you see yourself paddling a canoe? Piloting a motorboat? Helming a sailboat? Of course, it will be...
Jul 30, 20211 min read


An Opportune Evening for a Savvy Soirée
Last Thursday evening, July 15th, NorthPoint Financial Planning, LLC hosted the first event in a planned future series. Aptly named,...
Jul 19, 20211 min read


An Opportune Evening for a Savvy Soirée
Last Thursday evening, July 15th, NorthPoint Financial Planning, LLC hosted the first event in a planned future series. Aptly named,...
Jul 19, 20211 min read


The Tour de France & Capital Preservation Tips
To reach your financial goals, you don’t have to outperform every benchmark every year. For long-term investors, avoiding and mitigating...
Jul 9, 20211 min read


The Tour de France & Capital Preservation Tips
To reach your financial goals, you don’t have to outperform every benchmark every year. For long-term investors, avoiding and mitigating...
Jul 9, 20211 min read


Thinking of Buying a Used-Car Now? Beware!
In the market for a used-car? Well, you might be in for some sticker shock based on the most recent Consumer Price Index report from the...
Jun 18, 20211 min read


Thinking of Buying a Used-Car Now? Beware!
In the market for a used-car? Well, you might be in for some sticker shock based on the most recent Consumer Price Index report from the...
Jun 18, 20211 min read


Inheritance Planning Can Help Avoid Headaches
Perhaps most important, your estate plan must address potential disruptions: the U.S. tax code will almost certainly change, your heirs...
Jun 16, 20211 min read


Inheritance Planning Can Help Avoid Headaches
Perhaps most important, your estate plan must address potential disruptions: the U.S. tax code will almost certainly change, your heirs...
Jun 16, 20211 min read


New FAFSA Removes Roadblocks for Grandparent 529 Plans
Grandparent 529 plans are becoming a popular way to save for college – and for good reason. With a 529 plan, you can build an educational...
Jun 2, 20211 min read


New FAFSA Removes Roadblocks for Grandparent 529 Plans
Grandparent 529 plans are becoming a popular way to save for college – and for good reason. With a 529 plan, you can build an educational...
Jun 2, 20211 min read


Memorial Day Weekend, American Heroes & Thanks
Memorial Day is a federal holiday for remembering people who died in our country’s armed forces. Observed every year on the last Monday...
May 27, 20211 min read


Memorial Day Weekend, American Heroes & Thanks
Memorial Day is a federal holiday for remembering people who died in our country’s armed forces. Observed every year on the last Monday...
May 27, 20211 min read


By Popular Demand! Coming Soon to Delaware, OH
I have some exciting news. Based on feedback from clients, NorthPoint Financial Planning has scheduled a Savvy Soiree Episode 1: Tax...
May 26, 20211 min read


By Popular Demand! Coming Soon to Delaware, OH
I have some exciting news. Based on feedback from clients, NorthPoint Financial Planning has scheduled a Savvy Soiree Episode 1: Tax...
May 26, 20211 min read


Are You Aware of the Child Tax Credit Changes?
The Child Tax Credit was introduced through the Taxpayer Relief Act of 1997 and it was a $500-per-child nonrefundable credit to provide...
May 24, 20211 min read
bottom of page






