Waypoint Financial Planning
Planning + Investments + Insurance
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 →
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 …
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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 →
