In a perfect world, every money decision we make would be totally rational.
We’d consider all of the facts. Then, we’d balance them with the risks to make the
Smart investing doesn’t happen in a vacuum.
Current events matter, and this year, the 2024 Presidential Elections are taking center stage.
That’s rattling a
How many years will your retirement last?
What are the chances you’ll live past 90?
Most of us answer those questions wrong because we don’t have strong longe
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1
There have been more than
Financial Advisors should be aware of tax consequences
At Vestpointe, we are unique. We are CPA’s as well as CFP’s and registered investment advisors. Our
If you think you may have a requirement to file 1099s for 2022, here is some helpful information regarding the filings and deadline.
The IRS is focusing
As we near the end of 2022 (believe it or not!) now is the time to consider your last-minute tax moves that may save you some hard-earned dollars. The following