Waypoint Financial Planning
Planning + Investments + Insurance
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 …
Continue Reading about 10 College Criteria HS Juniors Should Research →
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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Business overhead expense insurance This is a special form of disability insurance that covers business expenses when one of the owners or a key person is disabled. This insurance covers rent or real …
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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 →
