Landing Point Financial Group

09/07/2026

Happy Labor Day!

Hope your weekend was full of rest and relaxation!

09/04/2026

🍂 Fall isn't just for football and pumpkin spice. It's also a great time for a financial check-in.

Here are 3 financial tasks to tackle this season:
🔹 Review and rebalance your investment portfolio
🔹 Start planning for next year's taxes now
🔹 Review the risks in your financial life

A little preparation today can help you head into the new year with greater confidence.

Have you completed any of these yet, or are they still on your fall checklist? 🍂👇



This material is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product. Any opinions expressed are current only as of the time made and are subject to change without notice. Nothing in this presentation is intended to serve as personalized investment, tax, or insurance advice, as such advice depends on your individual facts and circumstances.

09/03/2026

Everyone talks about IPOs when a big-name company goes public. But are you investing in a business or buying into the hype?

Before making a move, it's worth understanding how IPOs work, who benefits from the initial offering, and what the data says about long-term returns.

Read our latest blog for a closer look at the difference between excitement and strategy. https://www.landingpointfinancialgroup.com/blog/ipo-reality-vs-the-headline-narrative

08/31/2026

The Island Party at Pioneer Ridge was a lively celebration featuring music, dancing, and delicious food. Guests enjoyed tacos, churros, and margaritas while connecting with friends and neighbors. Casey and Kate attended on behalf of Landing Point, supporting the community and enjoying a fun evening together ☀🌺🎉

08/27/2026

Have you talked with your parents about their financial and healthcare wishes?

Many families wait until a crisis forces the conversation, but planning ahead can make all the difference. In our latest blog, Susan explores how to start these discussions, organize important documents, and prepare for the road ahead.

Read the full blog here: https://www.landingpointfinancialgroup.com/blog/when-your-parents-need-you-to-be-the-adult

08/24/2026

A big thank you to Jake for all of his hard work this summer! 👏 We are grateful for his contributions and the positive energy he brought to the team. Wishing him a successful junior year at Cedarville University!

08/21/2026

Looking for ways to give more strategically and potentially save on taxes?

In this episode, Garrett breaks down three of his favorite tax strategies:

1. Qualified Charitable Distributions (QCDs)
2. Donor-Advised Funds
3. Gifting Appreciated Assets

If year-end tax planning is on your radar, you won't want to miss this discussion.

Watch now!

Looking for ways to give more strategically and potentially save on...

08/17/2026

LPFG Annual Summer Party at Top Golf! Thanks Joe & Julie 💙⛳

08/14/2026

Sometimes you just have to take initiative at work😂

08/12/2026

What financial checklist should we be assessing before our child leaves to study abroad?

1. Confirm 529 eligibility before any distribution.
2. Check to see if you can get a no-foreign-transaction-fee credit card in the student's name.
3. Establish a money transfer approach for regular living allowances.
4. Consider building a full-cost budget.
5. Review health insurance coverage.
6. Decide on the cell phone plan.

For more insights, check out Casey's newest blog here: https://www.landingpointfinancialgroup.com/blog/before-they-board-the-plane-a-financial-guide-for-study-abroad-families