WealthPoint Financial

05/28/2026

Insightful article about sharing wills and estate plans with family early, supporting positive relationships.

Buffet's collaborative approach has helped his family maintain strong relationships while managing the immense responsibilities that come with inheriting significant wealth.

05/11/2026

Interesting Forbes article. It's important to look to the future with care.

Any estate planning you do should align with your family's values. They were the guiding light I needed when I did our family's estate planning.

05/06/2026

Last month the our advisors attended the annual Equity Services Elite Symposium in San Diego. We're honored to share WealthPoint Financial received the award as top team in the country at Equity Services in 2024! Our team also finished top 3 for 2025. Our very own Tyler Degeneffe ChFC, CFP spoke on a panel about leadership and practice management. We're proud & humbled to receive this award representing Green Bay, WI and our wonderful clients around the country that trust in us for their financial needs!

04/02/2026

Risk Tolerance - What's yours?

Understanding your risk tolerance helps shape a strategy that fits your goals and lifestyle. Let’s find your fit.

03/17/2026

Insightful article about healthy financial habits!

"The real power of financial progress in 2026 lies not in bold resolutions, but in quietly building systems that remove friction, reduce stress and compound over time."

Here are simple, high-impact financial habits that reduce stress, build stability and quietly compound into long-term wealth.

03/11/2026

For those in their 50's and looking ahead to retirement, generally your 50s serve as a pivotal decade. Let's connect on your financial goals and strategy.

This is the perfect time to assess whether your retirement planning is on track and determine what steps you need to take if it's not.

03/08/2026

Planning for retirement is highly personal, and the amount you’ll need can vary based on your goals, lifestyle, and other factors. That’s why having a conversation with a financial professional can provide clarity tailored to your unique situation.

Ready to explore what retirement could look like for you? Let’s talk.

03/06/2026

📊 Inflation vs. Disinflation vs. Deflation — What’s the Difference?

Many people mistake disinflation for deflation. Remember, inflation is not always bad.

Moderate inflation is part of a healthy economy if wages are above inflation (CPI) which equals “Real Wages.” Example: Inflation 3% and wages growing at 4% = 1% positive real wages.

If you are looking for prices across the board to go back to where they were before 2021, this is likely not going to happen. That is why it is important to not let inflation get out of hand like it did, and for congress to alleviate the U.S. Treasury from printing new money and deploying it into the economy which causes inflation.

This is another reason to have money invested in the stock market to outpace inflation over time so you don't decrease your future purchasing power.

This is also why people & businesses keeping more of their earnings stimulates the economy a sustainable way vs printing money and creating a "bubble or sugar high."

These three terms get thrown around a lot in economic news, but they mean very different things.

1️⃣ Inflation 📈
Prices are rising over time.
Your money buys less than it used to.
Example:
Milk goes from $3.50 → $3.85
Inflation rate example: +3%
👉 Prices are going UP

2️⃣ Disinflation 📉
Prices are still rising, but more slowly.
Example:
Inflation last year: 7%
Inflation this year: 3%
Milk might go from $3.85 → $3.96
👉 Prices are still rising, just slower

This is usually what the Federal Reserve is trying to achieve.

3️⃣ Deflation ❄️📉
Prices are actually falling across the economy.
Example:
Milk goes from $3.85 → $3.60
Inflation rate example: −1%
👉 Prices are going DOWN

This can signal economic weakness because people delay spending and businesses earn less. (food & energy fluctuate between all three of these categories much more often than other categories. That is why “Core Inflation” does not include these categories)

03/05/2026

How do you aim to spend your retirement?

"Millennials are redefining retirement—see 5 ways they plan to spend their golden years and whether their finances are ready to support those dreams."

Millennials are redefining retirement—see 5 ways they plan to spend their golden years and whether their finances are ready to support those dreams.

03/03/2026

Interesting Forbes article: While enough money is important for financial security, it does not guarantee fulfillment.
What does fulfillment in retirement mean to you?

While enough money is important for financial security, it does not guarantee fulfillment. How can retirees and financial advisers keep their eye on the ball?