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Thumbnail about TikTok trends and financial advice

Thumbnail about TikTok trends and financial advice

Blanket Advice, Big Mistakes: The Risks of Following TikTok Finance Trends

Josh McCarthy

Mar 312 min read

Investing Through Market Volatility: Staying Grounded When Headlines Get Loud

Investing Through Market Volatility: Staying Grounded When Headlines Get Loud

Investing Through Market Volatility: Staying Grounded When Headlines Get Loud

Doug Oosterhart, CFP®

Mar 254 min read

Direct Indexing: A Smart Strategy for Managing Large Unrealized Gains

Direct Indexing: A Smart Strategy for Managing Large Unrealized Gains

Direct Indexing: A Smart Strategy for Managing Large Unrealized Gains

Josh McCarthy

Mar 243 min read

"This Time Is Different" - Handling Market Uncertainty

"This Time Is Different" - Handling Market Uncertainty

"This Time Is Different" - Handling Market Uncertainty

Doug Oosterhart, CFP®

Feb 265 min read

Case Study: How Our Firm Helped Jane, a Retiree, Get Positioned to Save Over $1 Million in Taxes

Case Study: How Our Firm Helped Jane, a Retiree, Get Positioned to Save Over $1 Million in Taxes

Case Study: How Our Firm Helped Jane, a Retiree, Get Positioned to Save Over $1 Million in Taxes

Doug Oosterhart, CFP®

Jan 215 min read

Protect Your Financial Future with Strong Password Security

Protect Your Financial Future with Strong Password Security

Protect Your Financial Future with Strong Password Security

Doug Oosterhart, CFP®

Dec 30, 20244 min read

What is Tax Planning? Here Are the Top 4 Ways We Help Clients Manage Taxes

What is Tax Planning? Here Are the Top 4 Ways We Help Clients Manage Taxes

What is Tax Planning? Here Are the Top 4 Ways We Help Clients Manage Taxes

Doug Oosterhart, CFP®

Nov 26, 20244 min read

60+ Ways LifePoint Planning Helped Clients in 2024 (Outside of Just Investment Portfolios)

60+ Ways LifePoint Planning Helped Clients in 2024 (Outside of Just Investment Portfolios)

60+ Ways LifePoint Planning Helped Clients in 2024 (Outside of Just Investment Portfolios)

Doug Oosterhart, CFP®

Oct 21, 20244 min read

Mastering Your Retirement: The Key Differences Between Complicated and Complex Problems

Mastering Your Retirement: The Key Differences Between Complicated and Complex Problems

Mastering Your Retirement: The Key Differences Between Complicated and Complex Problems

Doug Oosterhart, CFP®

Sep 24, 20244 min read

Step Up in Basis: Taxes at Death for Non-Retirement Accounts

Step Up in Basis: Taxes at Death for Non-Retirement Accounts

Step Up in Basis: Taxes at Death for Non-Retirement Accounts

Doug Oosterhart, CFP®

Jan 4, 20245 min read

When the Market Is Up but Feels Like It’s Down

When the Market Is Up but Feels Like It’s Down

When the Market Is Up but Feels Like It’s Down

Doug Oosterhart, CFP®

Nov 1, 20233 min read

PODCAST Interview: Retire with Style

PODCAST Interview: Retire with Style

PODCAST Interview: Retire with Style

Doug Oosterhart, CFP®

Aug 1, 20230 min read

Recognize Your Unique Style Before Hiring an Advisor

Recognize Your Unique Style Before Hiring an Advisor

Recognize Your Unique Style Before Hiring an Advisor

Doug Oosterhart, CFP®

Jun 8, 20232 min read

J.P. Morgan's Guide to Retirement Updated for 2023

J.P. Morgan's Guide to Retirement Updated for 2023

J.P. Morgan's Guide to Retirement Updated for 2023

Doug Oosterhart, CFP®

Apr 28, 20232 min read

What’s the Deal With the New “Mortgage Tax”?

What’s the Deal With the New “Mortgage Tax”?

What’s the Deal With the New “Mortgage Tax”?

Doug Oosterhart, CFP®

Apr 24, 20232 min read

Lifetime and Annual Gift Tax Exemptions for 2023

Lifetime and Annual Gift Tax Exemptions for 2023

Lifetime and Annual Gift Tax Exemptions for 2023

Doug Oosterhart, CFP®

Mar 14, 20232 min read

GM 401(k) Guide: Roth In-Plan Conversions

GM 401(k) Guide: Roth In-Plan Conversions

GM 401(k) Guide: Roth In-Plan Conversions

Doug Oosterhart, CFP®

Feb 8, 20231 min read

J.P. Morgan's Guide to Retirement 2022

J.P. Morgan's Guide to Retirement 2022

J.P. Morgan's Guide to Retirement 2022

Doug Oosterhart, CFP®

Nov 29, 20223 min read

WAYT S3E14: When does a Roth make sense?; Logistics of 401(k) Rollovers; Missing Market Downside

WAYT S3E14: When does a Roth make sense?; Logistics of 401(k) Rollovers; Missing Market Downside

WAYT S3E14: When does a Roth make sense?; Logistics of 401(k) Rollovers; Missing Market Downside

Doug Oosterhart, CFP®

Nov 21, 20221 min read

WAYT S3E13: 401(k) Match Tips and Sequence of Returns Risk in Retirement

WAYT S3E13: 401(k) Match Tips and Sequence of Returns Risk in Retirement

WAYT S3E13: 401(k) Match Tips and Sequence of Returns Risk in Retirement

Doug Oosterhart, CFP®

Oct 19, 20221 min read

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