Waypoint Financial Planning
Planning + Investments + Insurance
Yesterday's market was the largest point drop ($2,352) in the Dow Jones Industrial Average 124 year history and the largest percentage drop in one day, 9.99%, that we've had since Black Monday, …
Continue Reading about Massive Stock Market Volatility Calls for Patience and Prudence →
Two weeks ago, I'm not sure I could have spelled coronavirus, and I certainly didn't know that the virus was a form of the common cold or a derivative of SARS. The news headlines seemed to have been …
Continue Reading about Feb 2020 Market Perspective for US Stocks →
College-bound high school juniors have a lot on their plate this year between testing and assembling materials for the college applications. If they haven't begun already, they will begin to look at …
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Explainer Video About IUL IUL or Indexed Universal Life insurance is an important financial tool worth learning more about from a trusted, unbiased source. The issue with IUL is that the policy needs …
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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 →
Retirement income planning – it’s not a walk in the park. There are several serious challenges with retirement income planning, but there also have been several strategies to help relieve the …
Continue Reading about Retirement Income Planning – Proceed with Caution →
