HarborPoint Wealth Partners

12/26/2024

The Role of Passive Income

Creating streams of passive income can provide financial security and flexibility as we approach retirement. Whether through dividends, rental properties, or royalties, passive income can supplement retirement savings and reduce reliance on traditional income sources. It's about building a financial cushion that supports your lifestyle. What passive income strategies are you exploring to enhance your financial future?

11/04/2024

Election week is here...make your voice heard!

06/15/2023

Teach your children about why you manage your money well, and how you do it - this is how your legacy continues beyond you. What you teach them is more important than what’s written in your will or revocable living trust, irrevocable asset protection trust, or anything else.

Estate planning is for everyone. But it starts with communication, not a legal document. Everyday I see and serve people who inherit generational literally overnight! Those who were taught & discipled typically steward it pretty well or they have a trustee that helps them. Those who were not taught often spend it quickly!

What’s the point?
Here’s a hint: you already have an estate plan - it’s either yours or the plan that the government has for us … 😳

You know your children, you know your loved ones. Help them by teaching them proper stewardship and then button it up by putting it in writing. Both are equally important.

Let’s go!

What is Estate Planning? Welcome to our Wealth Management Wednesday Series: Estate Planning. We will have Mr. Ray Henderson (CEO of Henderson Financial Group...

06/15/2023

Taxes don’t have to be a surprise or a pain! We’re here to help.

05/02/2023

Easy to understand in-person Tax Planning Seminar at our office in Virginia Beach!

Do you hate wondering if you'll owe, break even, or get a refund each year? What if we could be clearer now about what to expect in April? Well, we can!

If you're in the 757, have your taxes prepared by a professional, and want to get ahead of the game, come see us on Tuesday May 9th in our Virginia Beach Town Center office.

Click below for details and to RSVP!

Be Ready and Avoid Surprises in 2024   Monthly Educational Seminar Tax Planning - Being Ready and Avoiding Tax Surprises in 2024 Date: Tuesday, May 9, 2023 Time: 10:00am or 1:00pm Length of time: One