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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3 Steps to Helping Pre-Retirees and Retirees Achieve Financial Peace of Mind

By Marketing | Jun 23, 2016

Pre-retirees and retirees are already worried out about outliving their nest egg savings, and fears about election year market volatility aren’t helping matters. A number of  studies show that baby boomers worry about their savings lasting throughout their retirement, and their concerns are valid.

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Financial Planning Isn't Just for High Net Worth Individuals

By Marketing | Jun 15, 2016

There’s a pervasive myth out there that says financial planning services are just for the wealthy; that unless you meet a certain “minimum,” you’re wasting your time seeking out financial assistance (from planners who see your assets as small peanuts, anyway.)

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Why Retirement Planning is Different for Divorcees

By Marketing | Jun 10, 2016

Studies show that one in every four divorces happen to people over 50 years of age. If you’ve been divorced – particularly if you haven’t remarried – your retirement planning picture might look a lot different than that of your married peers. Whether the breakup happens close to retirement age or earlier on greatly impacts…

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Spring Clean Your Investments

By Marketing | Apr 17, 2016

By Reid Johnson, President, Lake Point Advisory Group With the weather warming up, we often think of cleaning out our gardens, our closets, and our houses in general.  But what about your investments? As everything begins anew and plants begin to green up and sprout out, now is a good time to think about the…

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4 Often Misunderstood Tax Terms

By Marketing | Apr 3, 2016

Tax season is the time when so many of our clients bemoan their lack of tax expertise. The fact is that the code is thousands of pages long, and changes frequently. We highly recommend the use of a certified public accountant when filing your taxes. But even the best accountants need input from you as…

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Spring Cleaning: Financial Paperwork to Keep and Toss

By Marketing | Mar 30, 2016

By Reid Johnson, President, Lake Point Advisory Group In addition to taxes, the first quarter also gets us thinking about another annual tradition: spring cleaning. If you’ve spent significant time digging through paperwork to find important documents lately, it might be time to toss some old files. An Important Piece of Advice But please, before…

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Where to put money now? Here’s what you need to know in 2018.

By Marketing | Mar 21, 2016

By Reid Johnson, President, Lake Point Advisory Group The investment world has changed. As Heraclitus put it so many hundreds of years ago – well before stock markets and interest rates – “There is nothing permanent except change.” It was true then, and it stays true now, especially in the midst of fluctuation. With rising…

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