Waypoint Wealth Management

Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.

Encore Careers: Push Your Boundaries Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Compound interest can dramatically impact the future growth of your assets. Learn more.

How Compound Interest Works Use this calculator to better see the potential impact of compound interest on an asset.

Are dividends a key component when evaluating investment opportunities? Learn more.

What Is the Dividend Yield? This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Take an inside look into Simplified Employee Pension plans.

Is a SEP-IRA Right for Your Business? For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?

9 Facts About Social Security There are things about Social Security that might surprise you.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

SECURE Act 2.0: An Overview The second iteration of the SECURE Act brings forward several changes to the world of retirement.

$100 not spent is more like $143. Intrigued?

Stop Wasting Money One way to find money is to examine your current spending habits and eliminate money wasters.

When was the last time you paid yourself first?

Pay Yourself First It sounds simple, but paying yourself first can really pay off.

Despite challenges from rising yields and credit downgrades, stocks staged a late-month rally. All eyes are now on the Fed's upcoming meeting, while National Preparedness Month reminds us to get equipped for unexpected challenges.

Monthly Market Insights | September 2023 Monthly Market Insights | September 2023 U.S. Markets After sliding for much of last month on rising yields, credit rating downgrades, and economic weakness out of China, stocks staged a late-August rally to help trim losses. The Dow Jones Industrial Average lost 2.36 percent, while the Standard & P...

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

IRA Withdrawals that Escape the 10% Tax Penalty The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Learn more about whether you need to pay estimated taxes.

You May Need to Make Estimated Tax Payments If… Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

What role would taxes play in your investment decisions? Find out in this message.

Tax Efficiency in Retirement What role would taxes play in your investment decisions?

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

D&O can be a risk management tool for small businesses, non-profits and educational institutions.

Directors and Officers Liability Insurance Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

What would you rather have: $500 today or a 50% chance at $2,000 tomorrow? Know your risk profile.

What Is My Risk Tolerance? This questionnaire will help determine your tolerance for investment risk.

There’s no shortage of investment analysis for anyone interested. What’s important to understand?

Types of Stock Market Analysis Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

What do you think your will be like? Attitudes are changing, and many are working in their

Retirement Redefined Around the country, attitudes about retirement are shifting.

Here are 4 unexpected locations that make great places to your .

Four Great, Unexpected Places to Raise a Family Here are 4 great, and sometimes unexpected, places to raise a family.

Is your household's inflation rate higher than the national average?

Inflation & Retirement Estimate how much income may be needed at retirement to maintain your standard of living.

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that’s more hype than truth:

What You Need to Know About Social Security Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?

Interested in a Fuel Efficient Car? Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Your home mortgage interest may be deductible. Do you itemize your deductions?

Home Mortgage Deduction Use this calculator to assess the potential benefits of a home mortgage deduction.

Stay ahead this year with this handy Personal Finance Calendar.

Personal Finance Calendar Use this handy calendar to remember the year’s most important financial dates.

August may be a hot and busy month for economic news, with investors closely monitoring Fed Chair Powell’s monetary policy remarks in the upcoming Economic Policy Symposium in Jackson Hole. In the meantime, here are the latest labor market stats, inflation data, international market performance, sector trends, and more.

Monthly Market Insights | August 2023 Monthly Market Insights | August 2023 U.S. Markets Stocks added to their strong year-to-date gains in July as investors cheered decelerating inflation, better-than-expected corporate earnings, and healthy economic data. The Dow Jones Industrial Average gained 3.35 percent, while the Standard & Poor....

A home is the single largest financial commitment for most people. What mortgage fits you best?

Choosing a Mortgage Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy.

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

Is Term Life Insurance for You? Term insurance is the simplest form of life insurance. Here's how it works.

When are you taking your benefits? Considering the timing can help maximize your benefit.

A Fruitful Retirement: Social Security Benefit Taking your Social Security benefits at the right time may help maximize your benefit.

Currency has been around for a long time. Here’s a quick lesson.

The History of Currency Currency has been around for a long time. Here’s a quick history lesson.

It’s possible to avoid these classic traps, with a little preparation.

Retirement Traps to Avoid Beware of these traps that could upend your retirement.