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 Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Five creative (and inexpensive) ideas for motivating your employees.
A few strategies that may help you prepare for the cost of higher education.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
The item most homeowners forget on their home improvement project checklist is insurance.
For some, the social impact of investing is just as important as the return, perhaps more important.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Agent Jane Bond is on the case, cracking the code on bonds.
Taking your Social Security benefits at the right time may help maximize your benefit.
Smart investors take the time to separate emotion from fact.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Investors seeking world investments can choose between global and international funds. What's the difference?
There are three things to consider before dipping into retirement savings to pay for college.