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Financial Planning

Financial Lessons From the COVID-19 Pandemic

The recession caused by the COVID-19 health crisis taught us that proactive measures are the best financial plan. Historically, every 8 to...
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Introducing EMERJ360

This new division of Trust Point is backed by our same long-standing fiduciary values and experienced investment team. Heather N. Jordan, CFP®,...
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How to Set Up a Trust for Your Family

Are you ready to set up a trust for your family? Get started with this detailed how-to guide
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4 Tips to Help You Avoid Timing the Market

udden ups and downs in the stock market can be hard to ignore. It’s common to get the urge to sell when...
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When to Retire: Pros & Cons

Are you wondering when to retire? Compare the pros and cons of retiring at different ages in this guide. Retirement is often...
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How to Create a Financial Plan

Whether you’re planning for retirement or trying to pay off your vehicle, having a solid financial plan in place is the key...
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Rolling Over Your 401k

Need to roll over your 401(k)? Get the financial options you are looking for. Whether you are changing jobs or retiring, a...
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Kids Learning About Fiscal Responsibility

Working with families teaches us time and time again that one of the biggest risks to the continuation of wealth is not...
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When Should I Reach Out to a Financial Planner

When is the appropriate time to work with a financial planner? You don’t need to be nearing retirement or have X amount...
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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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