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

Estate Planning | Common Financial Sense
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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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3 Ways to “Trump Proof“ Your Portfolio

Trump Proof Your Portfolio
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To paraphrase Forrest Gump, the Donald Trump presidency seems to be like a box of chocolates, you never know what you are going to get! But with the stock market recording ever-new highs, it’s time to get going.  Protecting yourself means, you have to accept there will be surprises and surprises sometimes can be humbling. […]

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

ETFs vs MF | Common Financial Sense
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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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