OnPointe Guiding Wealth

06/02/2026

A lot of people assume financial planning conversations are always about investments.

Honestly, most conversations are about life.

Retirement timing.
Helping kids financially.
Caring for parents.
Selling a business.
Confidence around major decisions.

The numbers matter — but the life behind them matters even more.
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05/29/2026

Happy 529 Day!

With graduation season in full swing, it’s a great time to reflect on the role education plays in future opportunities.

Congratulations to all the graduates this season—we’re cheering you on!
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05/27/2026

Required Minimum Distributions (RMDs) can take a toll on your taxes. Consider these strategies before your 73rd birthday.

See news articles and advice on financial planning and setting goals, from OnPointe Guiding Wealth in Newburgh, IN.

05/25/2026

Today, we remember and honor those who have served and sacrificed.

Wishing everyone a meaningful Memorial Day.

05/21/2026

How much homeowners insurance do you need? Here’s what you need to know when considering coverage and how you can potentially lower costs.

Help shield your property and financial future from harm and consider these factors when purchasing homeowners, auto or umbrella insurance.

05/19/2026

With graduation season here, education is top of mind for many families.

Planning for future education expenses looks different for everyone, but starting early can open up more options over time.

If you’ve recently had a graduate in your family—congratulations!
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05/17/2026

Happy work anniversary, Megan!

We appreciate everything you do for our team and the care you bring to the relationships you’re a part of each day.

Thank you for all that you contribute—we’re glad to have you on the team!

05/15/2026

A simple reminder this time of year:

Small, consistent habits—like reviewing accounts, updating beneficiaries, or organizing documents—can add up over time.

It doesn’t have to be complicated to be meaningful.
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05/13/2026

Planning ahead often includes thinking about the next generation.

Whether it’s education, future opportunities, or simply building strong financial habits, there are many ways families approach this conversation.

Every situation is different, and having a plan in place can help create more clarity moving forward. https://bit.ly/4dGO8Pq

05/12/2026

Health care costs in retirement can sneak up on you, but the good news is you can plan ahead. From Medicare to HSAs to long-term care insurance, there are strategies to help you. Here are a few to get started.

Know your options when it comes to managing this major expense in your retirement years.