Financial Planning Archives

March 4, 2026

3 Reasons Why a Roth Conversion is Important for Your Retirement Strategy

There are many strategies to consider when planning for retirement. Everyone’s blueprint may look a little different, but a Roth conversion could...

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February 23, 2026

Roth vs Traditional Contributions

What Are They? For years, individuals participating in a 401(k) could only contribute in a traditional fashion. It wasn’t until 2006 when...

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February 15, 2026

Get Your Tax Refund Working 24/7

Like many taxpayers, you may receive a large tax refund at tax time every year. Unfortunately, that refund is not a gift...

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February 13, 2026

Do You Need a Financial Advisor?

When it comes to building wealth and planning your future, it’s helpful to have a pro in your corner. It’s a common...

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February 1, 2026

What Your Last Tax Return Can Tell You About Your Finances

Just as coaches look back at their prior season to identify their team’s strengths and weaknesses, it can be helpful for taxpayers...

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December 22, 2025

Financial Strategies for the New Year

For many, the beginning of the year signifies a fresh start, and since it’s the season of New Year’s resolutions, it’s the...

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December 20, 2025

4 Retirement Rollover Options

You have worked hard saving for your retirement. But what happens if you change jobs or retire? There are many considerations in...

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December 19, 2025

Tax Advantages of a Health Savings Account

A Health Savings Account (HSA) offers three major tax benefits — tax-deductible contributions, tax-free growth, and tax-free withdrawals for qualified medical expenses...

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Trust Point volunteers at the Boys and Girls Club of La Crosse

December 8, 2025

The Power of Financial Literacy in Building Wealth

Understanding how to manage money is a skill that shapes the trajectory of a person’s life, influencing the choices they make today...

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Retirement Point Blog Image From Participation To Prosperity Nov25

November 10, 2025

From Participation to Prosperity: How Education and Trust Turn 401(k) Plans into Long-term Success Stories

A strong 401(k) plan does more than help employees save for retirement. It builds trust, encourages engagement, and supports confident financial decisions...

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