Estate Planning for Your High School Graduate: That’s Right, Your Babies are Adults Now!

Estate Planning | Common Financial Sense

At CrossPoint Wealth, we have run into many situations when we are speaking to clients about estate planning for themselves, but also for their soon-to-be or current adult children.  The problem is that most parents just aren’t informed enough to help their 18-year olds. Many times they need the right professionals, like a fiduciary fee-only […]

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5 Crucial “Money Facts” that Could Potentially Increase Your Return

ETFs vs MF | Common Financial Sense

5 Crucial “Money Facts” For Zeroing In On The Cost Saving Ideas That Could Potentially Increase Your Returns…. ….And Ditching The Time Wasting and Expensive Money Wasting Products Before Your Next Statement Arrives…. Are You Using Mutual Funds? It’s been my experience that investors don’t want to give themselves a raise and lower their costs.  […]

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