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Happy grandmother, daughter and baby granddaughter to show the generational potential Crummey Trusts possess Financial Planning

Unlocking Generational Wealth: 4 Crummey Trust Tax Secrets

Introduction to Crummey Trusts When it comes to managing family wealth and working towards a financially secure, multi-generational future, high-net-worth individuals face unique challenges. One ...
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Elderly couple smiling because they have discovered how to unlock risk managed investments Retirement Planning

Unlock 3 Risk Managed Investments

Are you an investor or retiree looking to preserve your wealth while still reaping the benefits of the market? You’re in the right place. Navigating ...
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Worried couple reading through the problems related to the idea of your set it and forget it 401k Financial Planning

3 Problems With Your ‘Set It and Forget It’ 401k

It’s 2024. Things are changing like never before. We’ve got a heated election coming up — and, in fact, there are more elections around the ...
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Prospective investor wondering, "What are investable assets?" Financial Planning

The Complete Guide to Investable Assets (4-Part Breakdown)

Your time is precious, and it would be easy to give you the information you are looking for in a single sentence. If that describes ...
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Happy woman working through her finances after reading about retirement planning for women Retirement Planning

Retirement Planning for Women: 3 Mistakes to Avoid

Retirement planning is crucial for people of all ages and both genders, but it is increasingly holding significance for women nearing retirement age in America. ...
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Fit older couple smiling after learning how to be tax savvy Financial Planning

How to Be Tax Savvy: 6 Actionable Steps

Savvy: “Shrewdness and practical knowledge; the ability to make good judgements.” Source: Oxford Languages Navigating the haphazard, seemingly random world of American taxes can feel ...
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Elderly couple signing legal documents after reading Estate Planning for Dummies Retirement Planning

Estate Planning for Dummies: 7 Free Tips (No Book Required)

The idea of estate planning may sound daunting at first, but it doesn’t have to be if you understand not just how to do it, ...
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Financial planner shaking hands with a young couple after asking them to, "Trust us with your life." Financial Planning

5 Best Reasons to Trust Us with Your Life (Financially Speaking)

Navigating the world of finance can feel overwhelming, especially for first-time investors and young professionals. The complexity of investment options, financial planning, and future security ...
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Older financial businessman reading about strategic asset allocation and associated warnings Investment Services

Beware of Strategic Asset Allocation: 3 Warnings

Strategic Asset Allocation (“SAA”) is the cornerstone of many investment strategies, often celebrated for its ability to balance risk and return. By establishing a long-term ...
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Man looking at laptop frustrated with the misleading chart, "Periods When to Make Money" Financial Planning

Debunking “Periods When to Make Money” (Discover 2 Superior Investment Strategies)

What on earth could a pig farmer from Ohio in the 1800s have to say about investments in 2024 and beyond? Well, if you believe ...
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Elderly couple considering retirement options and wondering, "What is lifestyling?" Retirement Planning

What is Lifestyling? Is it Risky or Rewarding? 3 Perspectives for Retirement Clarity

It might surprise you to know that when investing meets retirement planning, crafting a portfolio that suits your goals and life stage can actually get ...
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Established couple talking with financial advisor about their sudden wealth Financial Planning

3 Sudden Wealth Myths & Realities

Stumbling into sudden wealth might feel like a dream. For some, it could arrive in the form of a long-anticipated inheritance. For others, it could ...
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Man working on violin to represent how values shape your wealth management process Financial Planning

Wealth Management Process: 3 Ways to Simplify Your Finances

A wise and generous man once said, “Riches are what you have, wealth is what you give.”* In the context of this blog, we understand ...
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Elderly couple sitting on a bench and talking to one another about their new wealth plan Wealth Management

Co-Create Your Wealth Plan in 4 Actionable Steps

The world is a complex place, and you are a unique individual. Combine both of those things, and the idea of creating a one-size-fits all ...
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Female financial mentor with her financial mentee, discussing financial tips and wealth management Financial Planning

The Financial Mentor You Need: 4 Expert Traits to Consider

At Iron Point Financial, we try to do things a little differently from your typical financial advisor. For us, the highest priority is connecting with ...
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Grandpa, father and son smiling and showing their muscles to represent the idea of wealth management strategies that impact multiple generations Financial Planning

5 Wealth Management Strategies for Generational Impact

A quick Google search will tell you that “strategy” means, “a plan of action or policy designed to achieve a major or overall aim.” When ...
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Man sitting, praying and thinking, "My finances are a mess..." Financial Planning

My Finances are a Mess in 2024. What should I do?

2024 has the potential to be a crazy year in America, especially politically. With big questions and big discussions buzzing around at a national and ...
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Grandfather holding umbrella for grandson to represent the importance of writing up a legacy plan for your family Financial Planning

How to Craft a Legacy Plan in 5 Actionable Steps

In a previous article on this blog, we introduced you to the idea of “legacy planning,” and talked through the five key principles needed to ...
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Older man reading to discover the secret to financial discipline Financial Planning

What No One Tells You About Financial Discipline: 8 Insights to Level Up Your Finances

Listen to advice and accept discipline, and at the end you will be counted among the wise… — Proverb from Ancient Wisdom Literature Our lives ...
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Older man and woman meeting to discuss investment consulting Investment Services

5 Free Investment Consulting Strategies for Beginners

Investing can feel like a daunting venture, especially for beginners seeking to build wealth or secure a financial future for themselves and their families. With ...
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