Zach Bombard, Financial Advisor

12/31/2025

As we welcome 2026, please note that both the markets and our office are closed tomorrow, Thursday, January 1, in observance of the holiday.
A new year is the perfect time to reset, refocus, and realign your financial goals.

11/26/2025

The idea of giving today is fueled by the desire to improve society. Different people are motivated by various charitable giving opportunities, and seeking out the guidance of a financial professional could help you make the best choice for you.

The idea of giving today is fueled by the desire to improve society. Different people are motivated by various charitable giving opportunities and seeking out the guidance of a financial professional could help you become better educated on which type would work for you.

11/14/2025

Building lasting wealth requires a tax strategy. Taxes are not a once-a-year event; they are something people should plan for throughout the year to maximize benefits. The difference between planning ahead and scrambling at the last minute can add up.

Learn how to scale wealth beyond income with smart tax strategies, lifestyle alignment, and long-term investment growth to build lasting financial success.

11/04/2025

As the calendar winds down, smart financial moves can make a big impact. Whether you're optimizing your portfolio or planning ahead for retirement, now’s the time to act.
📞 Connect with us to build your personalized year-end game plan

10/28/2025

Talking about inheritance isn’t easy—but it’s essential. 💬💰 Learn why open conversations about family wealth can protect your legacy for generations.

Generational wealth involves financial planning, where parents or grandparents pass wealth to loved ones after they die. Entrusting family members with receiving an inheritance is more than just getting a hold of assets or a check in the mail. It is about understanding how to steward the hard-earned...

09/11/2025

Your financial plan should be as dynamic as your life—schedule regular reviews to stay on track and make sure every decision aligns with your long-term vision! Plan your journey today – https://northpointewealth.com/contact

09/09/2025

Timing the market is tough—but staying on the sidelines means missing out 📉📈
Markets rise more than they fall.
Watching your 401(k) dip isn’t fun, but history shows: recoveries come.

Stay the course.

Amid this year’s market turmoil, some investors wonder if they should hit pause on 401(k) contributions until things settle down. Though this approach sounds tempting, it’s better to stick with your investment strategy.

09/05/2025

Your 401(k) isn’t just a retirement account—it’s a long-term wealth builder.
Pro tip: If you have a Roth 401(k) option, consider splitting contributions.
Tax now and later = more flexibility in retirement. Not sure how to balance it? Let’s talk strategy.

08/26/2025

You’ve worked hard for your retirement nest egg—don’t let care costs drain it.
Long-term care insurance can help cover Home care, assisted living, and nursing facilities.

Let’s find the right coverage for you.

08/13/2025

Market volatility can feel scary, especially when you're no longer earning a paycheck. But with a good plan, a level head, and a long-term mindset, you can ride out the storms—and enjoy the retirement you worked so hard for.

Market volatility can make even the most seasoned investor uneasy.

08/05/2025

Regardless of your age, you must have a well-defined plan for your estate — your home, your money, and your possessions.
We’ll evaluate all of your investments, insurance policies, and more so that you have a plan in place for your loved ones’ futures.

07/30/2025

Halfway through 2025—time to check in 🕒
✅ Reassess your goals
✅ Adjust your budget
✅ Optimize your investments
✅ Prep for year-end wins 🎯

Whether it’s retirement, a big buy, or just staying on track—now’s the moment.
Let’s finish strong 💪