Waypoint Wealth Management

01/25/2022

Does Money = Happiness?

https://www.waypointwm.com/2022/01/

10/15/2021

The "Silent Tax" of inflation, I believe, is one of the biggest risks to a retirement plan.

See what food, gas & more could cost you in 10 years

10/07/2021

https://financeinsights.net/v404saX78HpYpKf3E30s8e3v6

Helping clients have peace of mind with the financial stuff, so they can focus on maximizing their options in retirement, is one of the most satisfying aspects of being a trusted advisor... Here's a few ways to think about your retirement options.

Find new ways to retire & carve your own path

04/16/2021

Stay on top of the clutter, and reach your goals sooner? It's possible...

Less clutter can make it easier to achieve your goals.

02/07/2021

Focusing on what we can actually control...just one of a few principles to keep in mind with investing and in life, right?...

Set better goals in uncertainty with these principles

01/31/2021

I love nothing more than to help those who are nearing retirement to identify their goals, and then to achieve them - with as little worry as possible...

These tactics can transform your goals & your life

01/17/2021

My son said the other day: "Dad, 2020 was a great year, wasn't it?" Wouldn't it be great if we could all see life through the eyes of a twelve-year-old again?

The lessons of last year can help us do better in 2021.

01/10/2021

Sometimes we need to take a step back, before we can take two or three steps forward...

Bring these lessons into 2021 to make life better.

01/03/2021

Ready for a better 2021?

Here's how the lessons of 2020 can improve our lives.

12/27/2020

What lessons have YOU learned from 2020?

We can be happier in 2021 with the lessons of 2020.

12/20/2020

This is true; you don't have to be scared of market corrections...

If you know the facts, corrections aren't that scary.

12/13/2020

Retiring soon? PLAN first, so you don't PANIC later...

Don't let the frenzy guide your choices in corrections.