Your financial road map should be customized to your goals.
We help you simplify your financial life so you can spend more time cultivating what’s important to you, as you define it.
5 Point Financial was founded because we saw the impact of improper financial planning on loved ones around us.
We believe our clients deserve better.Contact Us
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Do you know where the idea of “retirement” comes from?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess how many days you'll work to pay your federal tax liability.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Around the country, attitudes about retirement are shifting.
The decision whether to buy or rent a home may have long-term implications.
What is your plan for health care during retirement?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Women must be ready to spend, on average, more years in retirement than men.