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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, ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

Financial Planning

Tactical Asset Allocation: Controversial or Convenient? 3 Perspectives for Investment Clarity

In the complex and fluid world of investment strategies, tactical asset allocation (TAA) is a striking example of an active portfolio management technique that could ...

Father helping son put money into piggy bank to represent unused 529 funds

Financial Planning

The Mystery of Unused 529 Funds: 5 Ways to Impact the Next Generation

“A good person leaves an inheritance for their children’s children…” — Proverbs 13:22a (An Ancient Perspective for Today’s Unused 529 Funds) Any father or mother ...

How to leave grandkids your retirement savings for a happy future future

Financial Planning

How to Leave Grandkids Your Retirement Savings: 6 Options to Consider

“How to leave grandkids your retirement savings” could well be a million-dollar question for you! If you’re a retiree looking to be proactive on behalf ...

Elderly lady choosing unretirement in pursuit of the American Dream

Retirement Planning

Unretirement & the American Dream: 4 Key Take-Aways from an Unexpected Phenomenon

Retirement used to be seen as the “end of the road:” a time to kick back and relax after a lifetime of hard work. However, ...

Elderly couple signing documents to create a SLAT trust with a qualified financial adviser

Financial Planning

SLAT Trusts: Risky or Rewarding? 7 Things To Be Aware Of

Are you considering setting up a trust for your assets, but are unsure if a SLAT trust is the right choice for you? You’re not ...

Investment consultant with Asian couple as clients

Financial Planning

How to Find an Investment Consultant: 5 Things to Look For

If you’re considering investing your hard-earned money, it’s important to have a knowledgeable and trustworthy investment consultant by your side. But with so many options ...