Cameron Egan

Cameron Egan Helping Professionals, Families & Businesses Achieve Financial Clarity to Create a Fulfilling Future member FINRA/SIPC.

If you’ve ever spent time high up in the mountains looking out over the peaks and valleys, you get a big picture view of everything around you. What we do here at Pointes North Wealth Management is a lot like that. With every client we work with, it’s our job to help them see the big picture of their life, where they are financially, where they’re trying to go, and all the possible paths they can

take to get there. No matter what valley you’re in or what peak you’re trying to ascend, we’ll meet you where you are and help you navigate your way there. Securities and investment advisory services offered through Osaic Wealth, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

The key to in retirement might be a patchwork of different choices.
10/30/2023

The key to in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
10/28/2023

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

"The only things certain in life are death and taxes." Benjamin Franklin
10/27/2023

"The only things certain in life are death and taxes." Benjamin Franklin

Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
10/25/2023

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?
10/17/2023

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?

Assess whether you are running “in the black” or “in the red” each month.

A 401(k) won’t get you out of paying taxes forever. Expect a bill when you take your money out — it might cost more than...
10/16/2023

A 401(k) won’t get you out of paying taxes forever. Expect a bill when you take your money out — it might cost more than you think. Paying tax later doesn’t always mean paying less.

This article explores the pros and cons of 401(k)s while explaining how your withdrawals could be taxed in retirement.

A retiree’s should reflect the lifestyle choices he or she makes in . Does yours?
10/14/2023

A retiree’s should reflect the lifestyle choices he or she makes in . Does yours?

Lifestyle considerations in creating your retirement portfolio.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
10/13/2023

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?
10/11/2023

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?

This calculator can help you estimate how much you may need to save for retirement.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
10/10/2023

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

It isn't whether you should have auto insurance - it's what kind you should have.
10/09/2023

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

Assets minus liabilities = net worth. When was the last time you calculated yours?
10/07/2023

Assets minus liabilities = net worth. When was the last time you calculated yours?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Address

23 Keewaydin Drive, Suite 205
Salem, NH
03079

Telephone

+17817336066

Website

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