Cardinal Pointe Financial Group

06/02/2026

Celebrating a well-earned retirement! 🎉 This milestone was achieved through thoughtful, comprehensive financial planning—providing the clarity and confidence to move forward with peace of mind. Wishing her a fulfilling and exciting next chapter! 🥂

06/01/2026

If you want to feel more in control of your finances, start by tracking them. Regularly reviewing statements and other financial records can give you clarity and direction. https://bit.ly/4ja5cNP

05/30/2026

No matter what stage of life you are in, creating an expense management strategy can help you balance your priorities, including:

1. Covering current needs
2. Managing your debts
3. Building a cash reserve for emergencies
4. Saving for your goals

https://bit.ly/4ja5cNP

05/29/2026

Happy 529 Day! 🎓📚

A 529 plan is a tax-advantaged savings account designed to help families save for future education expenses. Contributions grow tax-deferred, and qualified withdrawals are tax-free when used for eligible education costs like tuition, books, housing, and more.

Starting early, even with small contributions, can make a big difference over time thanks to compound growth. Whether you’re planning for a child, grandchild, or even your own continuing education, a 529 plan can be a powerful tool for long-term financial planning.

Today is a great reminder that investing in education is investing in future opportunities. 💙 https://bit.ly/4dA2cKI

05/28/2026

We are pleased to welcome Eric Paluck to Cardinal Pointe Financial Group as our new Chief Operations Officer. Eric brings over 30 years of experience in the financial services industry. In addition to his field experience as both an advisor and Operational Leader of a major team, Eric brings corporate VP level experience in Advisory Wealth Solutions, External Products, Product Strategy and Development, and Communications.

05/28/2026

We were proud to be a finish line sponsor of the recent 5K run benefitting Open Door Youth Services in New Albany.

We’re proud to have Cardinal Pointe Financial Group supporting our 9th Annual 5K Run/Walk as a Finish Line Sponsor!

Their support helps bring this event together and makes that final stretch on race day even more meaningful. Partnerships like this help us continue providing safe shelter and support for youth in crisis here in New Albany.

We’re grateful to have them as part of this year’s event.

Join us this Saturday, May 16 at the New Albany Amphitheatre.
Registration is in the link in our bio.

05/26/2026

Investing your money can help you keep up with inflation. The sooner you start investing, the more time your money has to grow. https://bit.ly/4ja5cNP

05/25/2026

This Memorial Day, we honor and remember the brave men and women who gave their lives in service to our nation. Their courage, selflessness, and unwavering dedication to protecting our freedoms represent the very best of America. As we spend time with family and friends this weekend, we do so with gratitude for those who made those moments possible through their sacrifice. Today and always, we proudly remember our fallen heroes and the legacy they leave behind.

05/21/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

05/20/2026

Annie Scott is celebrating ten years of service! What an incredible career milestone. We are so lucky to have Annie on our team!