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Financial Planning

A Financial Professional Can Help You Make the Most of Your Finances

The input of an objective, experienced financial professional can be invaluable for anyone focused on managing their finances. Whether you are interested...
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The Benefits of Planning

Planning for retirement doesn’t have to be difficult. Learn about what financial planning for retirement entails in this video.
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How Does MoneyGuidePro Work?

MoneyGuidePro is a financial planning tool we use to help guide you on your financial planning journey. Wondering how it works? This...
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Rollover Planning: What to Do With Your 401(k)

Have you recently changed jobs or retired and have money left in a 401(k) plan? Decisions on where that money goes can...
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Keeping Your Financial Accounts Cyber-Secure

Cybercrime is on the rise everywhere. In fact, global losses due to cybercrime climbed from $600 billion in 2018 to $1 trillion...
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5 Steps to Take in Your Final Year Before Retiring

After decades of employment, you’re finally on the homestretch toward retirement. Your last day of work is set and it’s only a...
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Carrying Debt Into Retirement

Once you stop working, will you still have to make a monthly mortgage payment? Carrying mortgage debt during retirement may be a...
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Popular Retirement Approaches Deconstructed

Our experts weight in on Dave Ramsey & the FIRE method to retirement When we talk with our clients about retirement, we...
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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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