Vantagepointe Financial Group-Lakeshore Firm

01/28/2026

More details specifics are coming out regarding the new 'Trump Accounts" for kids.

The details of these IRAs for youngsters are becoming clearer.

01/14/2026

What are Wall Street’s best and brightest looking for in 2026? If you toss out the highest and lowest, you can see that the other forecasts settle into a pretty tight range for the year. What the table doesn’t show is that there will be highs and lows during the year. There will be times when stock prices look invincible. And there will be times when you wonder why you invest in stocks at all.

12/30/2025

Cheers to a new year and new possibilities!

Thank you to our clients and partners for an amazing year of growth and trust. May the year ahead bring smart choices, steady progress, and financial peace of mind. We’re excited to continue planning your future—together. The best is yet to come!

Cheers,
Nate

12/23/2025

Merry Christmas!!! Thank you to our colleagues, partners, and community for making this year meaningful. Wishing you a season filled with peace and joy. 🎄

Cheers,
Nate

12/02/2025

🌍 It's Giving Tuesday!

A global celebration of generosity and community. Whether you're donating time, money, or kindness, every act counts.

Let today be a reminder that even the smallest gestures can make a meaningful difference.

11/26/2025

Thank you for trusting us, choosing us, and occasionally laughing at my jokes.

Wishing you a wonderful Thanksgiving!

09/01/2025

05/23/2025

Home of the free, because of the brave. On Memorial Day, we honor and remember those who made the ultimate sacrifice. “Those who have long enjoyed such privileges as we enjoy forget in time that men have died to win them.” – Franklin D. Roosevelt

04/01/2025

Don’t forget to review and refresh your insurance policies this spring! Make sure your home, life, and auto policies are up to date. Then, ensure you’re getting the best deal by comparing premiums. https://magazine.northeast.aaa.com/daily/money/homeowners-insurance/time-spring-clean-insurance-policies/

03/25/2025

Spring cleanup is a great time to dust off old account statements and check for any missing money. Is there an old 401k or HSA you forgot to roll over? Follow these steps to check for unclaimed funds.

Tracking down 401(k) accounts you left behind can mean adding more money to your nest egg.

03/18/2025

Spring cleaning your finances with a spruced-up budget is a great way to get your fiscal house in order! Budget techniques are not one-size-fits-all. Check out these five variations and decide which would best suit your needs. https://www.wsj.com/buyside/personal-finance/best-budgeting-methods-01655392396

03/11/2025

This spring, put some money back in your wallet by ditching any unnecessary, recurring subscription costs! Then, use one of these automated apps to track and manage them for you going forward.

Recurring charges can easily add up and get away from us. These mobile apps will help you track and manage your paid subscriptions and memberships.