Five Points Financial Services

10/06/2021

Today is World Financial Planning Day and the Five Points Financial Services team is here to help. Whether we are helping you design and implement your financial plan, managing investments or just listening to what matters most to you, it all comes down to a solution that lets you put your time where it matters most – family, friends and community.

Planning for your financial future doesn’t have to be complicated. Our advisors are available to evaluate your existing path, and provide guidance tailored to your personal situation. Our strategies to help you meet your unique financial goals are prudent, time-tested, and transparent. Above all, ...

04/13/2021

The Latte Habit is a story about how little things can add up over time.

04/04/2021

Happy Easter from Five Points Financial!

03/31/2021

https://www.5pointsfinancial.com/Behavioral-Biases-That-Can-Lead-to-Costly-Mistakes.c9526.htm

Learn about six blind spots that can lead to regrettable portfolio decisions (and how investors might avoid them).

03/25/2021

https://www.5pointsfinancial.com/Three-Lessons-from-Retirees.c9522.htm

A survey of workers and retirees yielded three key findings that may prove helpful in planning for retirement. Find out more.

03/17/2021

Happy St. Patrick’s Day!

03/10/2021

https://www.5pointsfinancial.com/Prepare-Your-Finances-for-the-Next-Emergency.c9657.htm

The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.

03/04/2021

https://www.5pointsfinancial.com/How-Much-Money-Can-I-Put-Into-My-IRA-or-Employer-Sponsored-Retirement-Plan.c1286.htm

IRAs and employer-sponsored retirement plans are subject to annual contribution limits set by the federal government.

03/01/2021

Do you need to make a 2020 IRA Contribution? Contact our office to contribute to your existing account or make an appointment to set up an IRA.

02/26/2021

Make saving as a family a tradition by setting a yearly goal and making a plan to reach it. Whether that starts with your 401(k) at work or your child’s piggy bank, each penny counts!

02/25/2021

Paying down debt IS saving! By reducing debt, you are saving on interest, late fees & maintaining/increasing your credit score.

02/24/2021

Today’s America Saves Week focuses on how to save for retirement. Remember to start small, think big! Increasing your retirement contributions by one percent each year can go a long way.