Cedar Point Capital Partners

06/01/2026

Congratulations to the Class of 2026! 🎓

To all the graduates, we celebrate your hard work, resilience, and dedication. A special congratulations to Trent's grads! We’re proud of all you’ve accomplished and excited to see what comes next!

05/29/2026

It's 529 Day! As the school year winds down, many families are taking a fresh look at college planning.

This article walks through why starting small, starting early, and using a 529 plan can make a meaningful difference over time. It also highlights some newer features and ways parents and grandparents can work together to support education goals.

As a mother of three young children, Melissa Garrett knows firsthand how overwhelming the idea of saving for college can be. That's one reason she stresses the importance of saving early and often. "I think about how much college is going ...

05/28/2026

Net Investment Income Tax is one of those taxes people tend to discover the hard way -- after the fact. Our latest blog outlines who’s most likely to be affected, how the 3.8% surtax works, and where coordinated planning can make a real difference over time.

A 3.8% federal surtax is affecting more households every year. Here's how the Net Investment Income Tax works and where planning may help reduce exposure.

05/26/2026

On May 26, 1896, the Dow Jones Industrial Average was first published, tracking 12 industrial companies. The original list included names from railroads, cotton and sugar, to***co, gas, and leather, reflecting the economic backbone of that era. Today, the Dow is one of the most widely followed market benchmarks and a quick way many people gauge how “the market” is doing.

The Dow Jones Industrial Average was first published in 1896 as a means to increase transparency and inform investors of the overall health of the stock market.

05/25/2026

Honoring those who gave their lives in service to our country.

05/22/2026

Household budgets are feeling the impact of higher gas prices this year.

In this month’s Capital Insights, Trent Von Ahsen takes a closer look at what is driving the recent spike at the pump and how it can affect day to day cash flow and longer term plans. He also walks through three key questions to help you respond thoughtfully, rather than reacting by default.

If gas prices have you rethinking parts of your budget, this is a timely watch.

05/20/2026

If you have an ISave 529 account and recently received a transaction confirmation that made you do a double take, you’re probably not alone.

ISave 529 recently updated its investment lineup, replacing Age-Based Saving Tracks with new Enrollment-Based Portfolios designed around the year you expect to begin using the funds, rather than the beneficiary’s age.

For many account owners, this transition happened automatically, so you may see “exchange out” and “exchange in” activity when you log in. No action should be needed if you were already invested in an Age-Based Savings Track, but it’s still a good idea to review your account activity.

Changes like this are a helpful reminder to check whether your 529 still lines up with your family’s goals!

View current news and updates from ISave 529.

05/18/2026

May is Disability Insurance Awareness Month — a good reminder that income protection is not always as simple as checking a box during open enrollment.

For many households, compensation may include more than a base salary. Bonuses, equity compensation, business income, and tax considerations can all be worth reviewing when looking at how workplace benefits fit into the broader financial plan.

As a reminder, CPCP does not sell insurance. We do, however, help clients think through how employee benefits fit into their overall financial picture.

05/15/2026

Taxes don't stop in retirement, and without a plan they can take a bigger bite than expected.

A recent piece highlights some of the most common tax traps retirees face, including unexpected taxes on Social Security, over reliance on one type of account, and missed opportunities for tax efficiency.

The key theme is that good tax planning creates flexibility, and that flexibility can make a meaningful difference over time.

If you're thinking about retirement, or already there, this is worth a read.

A little strategic planning will help your money go farther in retirement.

05/13/2026

Still working past 65? Medicare decisions are not always as straightforward as they seem.

In this month’s Planning Corner, David and Nick walk through how Medicare enrollment works if you are continuing to work, along with key timing considerations, common pitfalls, and what to review before deciding between Medicare and your employer plan.

A few smart decisions here can help you avoid costly surprises down the road.