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 →
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 →
College planning is an exciting time for juniors and seniors in high school and for their parents. Yet many times all of that excitement and activity leads to incredible stress. Why? Because there is …
Continue Reading about College Financial Planning – Fun Yet Exhausting →
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. …
Sometimes I'm compelled to write a PSA, because the consequences of some tragedies are avoidable. Too often I see a teen or young parent in their 30's or 40's die from a tragic accident, cancer or …
