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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 ...

Financial Planning

Financial Planning for Small Business Owners: 3 Fundamentals for Long-term Growth

As we’re sure you know, running a small business comes with both great rewards and enormous challenges, and requires a careful balance between long-term growth ...

A happy multi-generational family enjoying a day out in the park now that they know the secret to family wealth planning

Investment Services

Discover 3 Family Wealth Planning Secrets

Have you ever heard of the hit 2019 film Knives Out? It’s a murder mystery about multimillionaire writer Harlan Thrombey’s suspicious death on the eve ...

Woman looking pensive and wondering about her financial advisor retiring

Financial Planning

Is Your Financial Advisor Retiring? (5 Critical Action Steps)

When your long-time trusted financial advisor announces their retirement, or the financial planning firm you have been working with changes management, it could feel like ...

Woman shrugging at the question, 'What is your financial IQ?'

Financial Planning

What is Financial IQ? Discover 4 Little-Known Factors

Whether you’re an entrepreneur, a seasoned professional, or a recent retiree, you probably know that gaining a big picture perspective and understanding of the financial ...

Financial Planning

Financial Planning for Dentists: 5 Better Strategies for Financial Health

“Financial planning for dentists:” probably not a phrase that entered your mind in dental school… yet here we are today. If you’re reading this, we ...

Wise, Transparent Financial Planner smiling slightly while holding business papers

Financial Planning

Transparent Financial Planning: Discover 5 Key Differentiators

Let’s address the elephant in the room head on: not every financial professional has your best interests at heart. Some people in our industry are ...

Financial Planning

Financial Planning for Doctors: 3 Powerful Parallels to CFPs®

Are you wrestling with the need to balance your high earning potential as a doctor with massive, ongoing medical school debt? The Primary Goal of ...

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 ...

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 ...

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 ...