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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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Tactical Asset Allocation represented by people playing a game of chess 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 ...
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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 ...
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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 ...
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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, ...
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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 ...
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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 ...
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financial planning for seniors: retired couple with financial planner Financial Planning

Financial Planning for Seniors: 5 Critical Principles

As you reach your golden years, financial planning becomes more important to think about than ever. What exactly makes financial planning for seniors unique? It’s ...
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