Waypoint Financial Planning
Planning + Investments + Insurance
Many retirees come to my office with a fair amount of savings (from half-million dollars up to several million dollars) and upon reviewing their spending plan, I find that they can be quite miserly …
Continue Reading about Miserly Retirement Spending is Unwarranted →
When it comes to finding solutions to improve your financial life, do you ever wonder why it's so hard to identify your best options? These days finding answers seems harder than ever, even though the …
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In this week’s edition of the LifePro Asset Management Market & Portfolio Review, our head of Wealth Management, Robert Reaburn, reviews how an investor can navigate and invest in a two-speed …
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Checking your withholding just got easier. The IRS launched a new IRS Tax Withholding Estimator. As part of a continuing effort to improve quality services for taxpayers, the IRS upgraded this tool, …
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A wholesaler just called ... scratch that. Another annuity wholesaler just called. For the right client these days (early August 2019 stock market correction and 5-year treasury at roughly 1.55%), …
Continue Reading about Annuities Have Their Place – Not All Annuities Are Bad →
