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Financial planner sitting down with an elderly couple and explaining the idea of retirement wealth management.

Retirement Planning

Optimize Your Retirement Wealth Management Approach in 2025

Retirement wealth management is a phrase that’s becoming increasingly prominent in certain financial circles — particularly as more and more Americans enter retirement age. But ...

Couple shaking hands with their advisor in a retirement plan consulting meeting

Retirement Planning

RICP® Retirement Plan Consulting: 4 Certified Advantages

When it comes to retirement plan consulting, we believe that experience and specialization matter. It’s likely that your retirement years will be unlike any other ...

Taxes have consequences, unless you're a king or an expert in tax avoidance (hence the king in this photo)

Financial Planning

Taxes Have Consequences… Unless You’re Ultra Rich? [2025 Tax Day Thoughts]

Is it really true that taxes have consequences? The phrase has the kind of ring you might associate with an unquestionable Newtonian law of physics ...

Friendly and smiling client advisor gesturing to clients as he talks through their financial plan

Financial Planning

How to Find an Effective Client Advisor: 3 Green Flags

When it comes to financial planning, investing, and wealth management, finding the right client advisor can be one of the most important decisions you make. ...

Retirement Planning

5 Factors to Consider When Planning for Retirement

In modern America, retirement planning can feel like one of life’s biggest financial milestones: a cultural rite of passage everyone in their 40s, 50s and ...

Retirement Planning

Retirement Planning for Dummies: 3 Critical Principles

What’s the point of knowing how to do something if you have no idea why you’re doing it? This question is the heart behind our ...

Couple working hard on their year-end tax planning together

Financial Planning

Year-End Tax Planning for Small Business Owners: 4 Ideal Strategies to Consider

With 2024 over and tax season upon us once more, business owners like you have an opportunity to assess your financial health and implement last-minute ...

Young female nurse on an iPad with an elderly woman, researching answers to the question, "Does long term care insurance pay for assisted living?"

Retirement Planning

Does Long Term Care Insurance Pay for Assisted Living? [IPF Q&A]

Does long term care insurance pay for assisted living? This could be a million-dollar question… or a several-thousand-dollar question, depending on your insurance coverage, and ...

Smart-looking, bespectacled man in a waistcoat, sitting at his desk, on his laptop, looking up the answer to, "How do you become a fiduciary?"

Financial Planning

How Do You Become A Fiduciary? (Constructive Changes in 2025)

“Fiduciary” might sound like a buzzword in the financial planning world, but rest assured it’s a word that deserves its reputation — and if the ...

Care home patient asking nurse, "Why are nursing homes so expensive?"

Financial Planning

Why Are Nursing Homes So Expensive? Answers & Strategies for 2025

The cost of nursing homes has reached staggering heights in recent years, leaving families across the country struggling to afford quality care for their aging ...

Financial Planning

Financial Planning for Couples: 3 Critical Principles

Couples’ financial planning in the age of the individual could feel like navigating uncharted, stormy seas; where do you even start? The answer could be simpler ...

Investment Services

Wealth Management for Physicians: 4 Non-Negotiables

Physicians dedicate their lives to caring for others, often at the cost of long hours and the everpresent burden of navigating an emotionally and intellectually ...

Older couple working out in the gym together as a metaphor for 'building financial resilience'

Financial Planning

Rethinking Financial Resilience in 2024: A Mindset Shift

When we think of the words ‘financial resilience,’ it’s easy to default to conventional thinking on the subject, i.e. the importance of building an emergency ...

Retiree looking up answers to the question, "What is the COLA increase for 2025?"

Retirement Planning

What is the COLA increase for 2025? (Practical Guide)

Each year, the Cost-of-Living Adjustment (COLA) — not to be confused with the globally recognized pop drink — becomes a key topic for retirees and ...

Baseball player hitting a home run to represent optimal wealth management for professional athletes

Investment Services

Wealth Management for Professional Athletes: Building a Legacy Beyond the Game

For professional athletes, both personal and financial success are easy to link to achievements on the field, but at Iron Point Financial, we would like ...

Female doctor on laptop trying to find the best financial advisor for physicians

Financial Planning

Financial Advisor for Physicians: 4 Potential Red Flags to Avoid

Elsewhere on our website, we have addressed what we think are the best, most positive ways to approach financial planning for those in the medical ...

Financial Planning

Financial Planning for Physicians: 6 Purposeful Practices

As a physician, you’ve dedicated your life to the noble cause of helping others, which can often mean sacrificing your time, energy and sometimes even ...

Confident businesswoman posing with arms folded as the cover for this article on wealth management for entrepreneurs.

Investment Services

Wealth Management for Entrepreneurs (4 Effective Solutions)

Entrepreneurship can be an exciting and rewarding journey, but it can also come with a unique set of financial challenges. Unlike employees in traditional 9-to-5 ...

Financial Planning

Dream Big, Plan Bigger: Achieving Aspirational Goals in Financial Planning

Have you ever dreamed of owning a beautiful beach house, traveling the world, or retiring early with a comfortable lifestyle? These dreams are not just ...

Wealth Management for Business Owners as represented by a business owner standing and smiling in a warehouse

Investment Services

Wealth Management for Business Owners: The 7 Fundamentals

Wealth management for business owners requires a uniquely tailored approach, given that the bulk of your assets tends to be tied up in your business ...