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
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
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.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Here’s a guide to explain all the parts of Medicare.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
It's important to understand the pros and cons when considering a prepaid debit card.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Try these activities to keep your brain sharp.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your capital gains tax.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
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
Principles that can help create a portfolio designed to pursue investment goals.
Peer-to-peer payment apps are one of the newest ways to send money.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
That big list of dreams and goals isn't the only way to look at your bucket list.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
What does your home really cost?
Agent Jane Bond is on the case, cracking the code on bonds.