StrategicPoint Articles

Download more detailed reports on specific wealth management issues. Topics are broken down into four categories: Retirement, Investments, Planning and Your Money.

Retirement

Getting ready to retire? These reports help determine what you need to do to prepare for retirement and how to ensure your money will last.

Fix Your 401(k)
Focus on one of your most valuable assets-your retirement account-with tips from StrategicPoint.

Guide to Retirement Income Planning
Now that you have retired, your thoughts have turned to spending. Find out how to make your savings last through retirement.

Financial Planning

Financial Planning is for everyone. Find out what you need to know about college funding, insurance planning, estate planning, taxes and more.

The Ten Critical Steps to Financial Health
Are you financially healthy? A simple check-up is all you need to determine if you are on the right track and if you have done all you can to provide for your financial goals and your loved ones.

Cramming for College
Planning for college funding is a process that can span decades! This report takes the mystery out of college planning and offers strategies to help you take control of the process.

What is Financial Planning Anyway?
This report outlines the basic steps to getting your financial life in order. Learn how to examine your cash flow, evaluate your insurance needs and establish savings methods that are right for you.

Long Term Care Planning
What would you do if you became ill or were disabled, unable to care for yourself anymore? Sadly, this situation happens every day. Learn why long term care planning is an integral part of retirement planning.

Investments

Investors can be their own worst enemies. Learn how to make the right investment decisions and what mistakes to avoid.

Panic Proof Your Portfolio
There are specific steps that you can take to “panic-proof” your portfolio, but the ability to do so requires discipline and the ability to leave emotions out of the process.

Investing 101
Whether you're a seasoned investor or a novice just starting out, this detailed guide can help you organize your assets, define your goals and develop a plan that's right for you.

Your Money

It is important to care for your money, whether you are just starting out or seasoned investor. Learn what you need to know about wealth management and how to select an advisor you can trust.

Ten Critical Questions You Must Ask Before You Hire a Financial Advisor
Want to hire a financial advisor you can trust-one that will make decisions in your best interest? Learn important questions you should ask when choosing a financial advisor.

Ten Questions You Must Ask If You Are Managing Your Own Money
Overseeing your investments can be rewarding and profitable-- if you know what you are doing. Learn if managing your portfolio on your own is right for you.