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Discover helpful financial education on our Point Wealth Management blog.

September Planning Tip: I Have My Ducks in a Row, Will Financial Planning Benefit Me?

By Jere Smith, CFP®, CLU®, Financial Advisor at Point Wealth, LLC You’ve created a budget and track your spending. You save diligently and track your savings goals. You’ve even used...

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Q&A: What Should I Do With My Old 401K?

By Jere Smith, CFP®, CLU®, Financial Advisor at Point Wealth, LLC We recently put out a request for our readers to ask us any questions they may have about their...

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August Financial Planning Tip: Are You Taking Too Much Risk?

By Jere Smith, CFP®, CLU®, Financial Advisor at Point Wealth, LLC Risk is everywhere, every day. But when it comes to your money, taking on too much risk can mean...

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