Rising costs, longer retirements, and declining cash yields are redefining retirement in 2025, making a growth-focused plan more important than ever.
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Record highs, rate cuts, and a cooling job market—here’s what investors should know heading into the final quarter of 2025.
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Government shutdowns make headlines, but history shows they rarely shake the markets — here’s why investors should stay focused on the bigger picture.
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The 1031 Real Estate Exchange is a powerful strategy to defer capital gains taxes, keep more of your equity, and position you for retirement.
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WHAT THE FED’S RATE CUT MEANS FOR EVERYDAY INVESTORS There’s a well-known investment rule called “don’t fight the Fed” that started in the 1970s. This rule means that the Federal Reserve’s decisions about interest rates can greatly affect the stock market and economy. So investors should pay attention to what the Fed does. But it’s…
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FROM REAL ESTATE TO RETIREMENT How a 1031 Exchange powered their move from landlord to Retiree, providing more income and less stress. Sometimes it’s hard to quantify the work that I do for clients—measuring outcomes from financial planning can be a tricky thing. Sure, I can track income tax savings or investment portfolio growth, but…
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TRUMP’S TARIFF TIRADE What a week it has been—actually, what a whirlwind the last 48 hours have been! Given recent developments, I wanted to share my thoughts with clients and friends of EntryPoint Wealth Management. My goal is to offer some perspective that may help you navigate these changes with a more positive outlook. I’ve…
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Strategies to Reduce Income Taxes in Retirement A core philosophy at EntryPoint Wealth Management is to reduce our client’s income tax paid throughout their lifetimes. Advising clients on their tax situation is often considered a no-go subject in the financial industry. However, I feel the first step in providing quality advice to clients is understanding…
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Quarterly EntryPoints: Q4 2023 Hopefully you have enjoyed a great start to 2024 and are progressing on your journey to pursue your life goals and build wealth. Many of the themes we saw at the end of 2023 have continued into the new year. We plan to pay close attention to geopolitical concerns, The federal…
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Buying a Home: Interest Rate Changes In the past few months, I have been engaged by a handful of clients for help regarding a real estate transaction. The decision to sell a home and embark on a new chapter–especially during retirement–is a significant milestone with unique financial considerations. Mortgage Interest Rates have dramatically increased…
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