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.
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Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Simple steps may help you foil hackers and protect your privacy.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A bucket plan can help you be better prepared for a comfortable retirement.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There are three things to consider before dipping into retirement savings to pay for college.
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.