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A Closer Look at IRAs Roth vs Traditional
Currently, there are two popular Individual Retirement Accounts (IRAs) that you might consider: the traditionalIRA and the Roth IRA....
Feb 10, 20211 min read


Kansas City Chiefs vs. Tampa Bay Buccaneers
Should stock market investors hope for a Chiefs win in Super Bowl LV? Is there actually a difference in the annual performance of the...
Feb 5, 20211 min read


Kansas City Chiefs vs. Tampa Bay Buccaneers
Should stock market investors hope for a Chiefs win in Super Bowl LV? Is there actually a difference in the annual performance of the...
Feb 5, 20211 min read


Navigating the Leadership Journey
I’ll begin this piece by acknowledging a bias: I’m a lifelong learner with a growth mindset who absolutely believes we can build our...
Jan 21, 20211 min read


Navigating the Leadership Journey
I’ll begin this piece by acknowledging a bias: I’m a lifelong learner with a growth mindset who absolutely believes we can build our...
Jan 21, 20211 min read


The New IRS Tax Rates and Deductions for 2021
Let NorthPoint Financial Planning, LLC help you with your 2020 income tax filing and get ahead in tax planning for 2021. To learn more...
Jan 13, 20211 min read


The New IRS Tax Rates and Deductions for 2021
Let NorthPoint Financial Planning, LLC help you with your 2020 income tax filing and get ahead in tax planning for 2021. To learn more...
Jan 13, 20211 min read


Your 2021 New Year’s Financial Resolutions
Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what happens to most such self-promises,...
Jan 5, 20211 min read


Your 2021 New Year’s Financial Resolutions
Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what happens to most such self-promises,...
Jan 5, 20211 min read


How to Show Authentic Leadership
Whether new or senior, leaders often exert considerable effort searching for the most effective leadership style. Even if realized, these...
Dec 18, 20201 min read


How to Show Authentic Leadership
Whether new or senior, leaders often exert considerable effort searching for the most effective leadership style. Even if realized, these...
Dec 18, 20201 min read


403(b) Plans and Saving for Retirement
In 1958, the Internal Revenue Service (IRS) created 403(b) plans to encourage employees of certain organizations to begin saving for...
Dec 17, 20201 min read


403(b) Plans and Saving for Retirement
In 1958, the Internal Revenue Service (IRS) created 403(b) plans to encourage employees of certain organizations to begin saving for...
Dec 17, 20201 min read


Capital Gains for the 2020 Season Could be Huge
When an investor sells a stock for more than the purchase price, the investor experiences a capital gain (it is simpler to call it a...
Dec 8, 20201 min read


Capital Gains for the 2020 Season Could be Huge
When an investor sells a stock for more than the purchase price, the investor experiences a capital gain (it is simpler to call it a...
Dec 8, 20201 min read


Helping Young Adults Understand Insurance
Insurance should be part of everyone’s plan – and it should evolve too! Young adults starting out in life, especially newlyweds, need...
Nov 18, 20201 min read


Helping Young Adults Understand Insurance
Insurance should be part of everyone’s plan – and it should evolve too! Young adults starting out in life, especially newlyweds, need...
Nov 18, 20201 min read


FI Online: Sector Rotation and 401k Mistakes to Avoid
A quarterly newsletter focusing on economic and investment topics. Continue reading...
Nov 11, 20201 min read


FI Online: Sector Rotation and 401k Mistakes to Avoid
A quarterly newsletter focusing on economic and investment topics. Continue reading...
Nov 11, 20201 min read


IRS Makes Annual Inflation Adjustments for 2021
The Internal Revenue Service announced annual inflation adjustments for the 2021 tax year for more than 60 tax provisions, including...
Nov 4, 20201 min read
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