Waypoint Financial Planning
Planning + Investments + Insurance
Delivering Food & Baby Items to Sr Theresa, Daughters of Charity, Bridgeport, CT This is a personal story of Thanksgiving and celebration for the kindness of the people in my community. …
Continue Reading about Life is Good: Letting Your Faith & Personal Values Drive the Plan →
Many of the accounts, insurance policies and strategy that we accumulate in our financial lives tends to be haphazard in the disguise of being intentional. Take for instance, your first job when you …
Continue Reading about Regain Financial Clarity by Mapping Your Household’s Financial Inventory →
Were you aware that if you only have Original Medicare Parts A and B only, and nothing else, you could suffer an unlimited financial loss? Original Medicare is basic insurance* that covers a lot. …
