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
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
As our nation ages, many Americans are turning their attention to caring for aging parents.
An inside look at how marginal income tax brackets work.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Regardless of how you approach retirement, there are some things about it that might surprise you.
A letter of instruction provides additional and more personal information regarding your estate.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your capital gains tax.
Estimate how much you have the potential to earn during your working years.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How will you weather the ups and downs of the business cycle?
Here are five facts about Social Security that might surprise you.
It's easy to let investments accumulate like old receipts in a junk drawer.
Have you explored all your options when it comes to managing your taxable income?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.