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
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Four vacation destinations you might never have thought of.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
There’s a link between debt and stress.
Term insurance is the simplest form of life insurance. Here's how it works.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Make your retirement as exciting as your next vacation.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Are you ready for retirement? Here are five words you should consider.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
All about how missing the best market days (or the worst!) might affect your portfolio.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.