What Type of Investor Are You?

By Marketing | Oct 25, 2017

Each person is unique. We are composed of many variables, such as genetics, family influence, geographic influence and even the birth order among siblings – a veritable combination of the forces of biology and society.1 So when it comes to managing your finances, the debate isn’t about nature versus nurture; it’s both. For example, consider two siblings raised…

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IRS News to Know

By Marketing | Oct 17, 2017

As we head into the final quarter of 2017, it’s a good idea to stay cognizant of any tax issues that may affect your finances come April 2018. Now is the time to review your investments and income distribution plans to help ensure you don’t trigger additional taxes or penalties later on.   We can…

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Hello world!

By Marketing | Sep 12, 2017

Welcome to WordPress. This is your first post. Edit or delete it, then start writing!

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Retirement Plan Fees: Know What You Are Paying

By Marketing | Sep 7, 2017

Many large companies offer employees a 401(k) plan with some degree of matching contribution. Although this is a good employee benefit to have, you always should pay attention to the fees involved in your plan. Your plan provider charges various fees to invest, manage and administer the plan, and those fees are passed on to…

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Potential Reasons to Put the Retirement Countdown on Hold

By Marketing | Aug 29, 2017

Retirement is still something most people look forward to, but over the years, some of the reasons for anticipation have dwindled. During the industrial age, more people worked jobs requiring manual labor that were hard on the body.   By mid-century, many rank-and-file workers could look forward to a pension waiting for them upon retirement.…

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Infrastructure Could Bridge Political Divide

By Marketing | Mar 17, 2017

Is it a secret that American politics are contentious, divided and rocky? Yet, one topic has the potential to bring both sides to the table: Infrastructure.   The Republicans and Democrats may not agree on the details; after all, infrastructure spending necessitates funding. Conservatives worry about additional taxes or increasing government debt, while liberals oppose…

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Achieving Retirement Goals in a Stagnant Economy has Aging and Retired Americans Short on Optimism

By Marketing | Aug 31, 2016

By Chris Massenburg, Lake Point Advisory Group Boxing great Joe Louis, who won—and lost—a few fortunes in his lifetime once said “I don’t like money, but it quiets my nerves.” Many aging and retired Americans are feeling that same tug of war with finances. They’re unnerved, despite positive economic news and a high rate of…

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Back to School: Planning for College Expenses

By Marketing | Aug 30, 2016

Paying for college has become one of the greatest challenges of the American family. Whether your children plan to attend a state university, a private institution, or it’s just too early to tell, planning for college expenses should be a primary factor when considering your investment portfolio and other financial vehicles.

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Long term Care

How Expensive Is Long-Term Care?

By Marketing | Aug 30, 2016

Long term care is a scenario many families don’t like to think about. Aging is uncomfortable and the uncertainties that come with health concerns and alternative housing are enough to make anyone nervous. All too often, we see clients whose parents have simply avoided the conversation until emotions are high and money is needed immediately.

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