The Point Financial Group

06/25/2026

Life insurance can seem intimidating, so we wanted to provide an easy-to-read resource that you can save and revisit at any time. Click the link to learn more.

Life insurance is not just about covering the financial loss upon death; it's also a critical tool in financial planning. The reasons for purchasing life insurance are numerous and unique to one's situation. In this guide, we outline the basics of life insurance to help you make an informed decision...

06/24/2026

“Everyone likes to focus on building wealth but protecting what you’ve built is equally important.”

Insurance and risk management are often overlooked, but they play a key role in keeping your plan intact when life throws something unexpected your way.

06/21/2026

Happy Father’s Day to all the dads and father figures who provide guidance, support, and leadership.

For all of the love and hard work you devote to your family, we are forever grateful.

06/19/2026

In observance of Juneteenth, both the markets and our offices are closed. We look forward to serving you again on Monday, June 22nd, and we hope you have a wonderful holiday!

06/18/2026

If you are nearing retirement but do not relish the idea of selling your business, here is an alternative.

After decades of building something meaningful, selling to the highest bidder isn’t the only option—Steward Ownership offers a way to protect employees, support community, and preserve legacy. Here's what to know.

06/16/2026

There’s always something happening in the markets but not everything requires a reaction.

If you want a quick, thoughtful breakdown of what’s going on, you can read this week’s update here:
https://www.pointfg.com/weekly-market-commentary-kf26a

06/11/2026

Are you planning on a midyear checkup? Make sure you are keeping an accurate evaluation of your plan. Life changes.

This may be a good time to make sure you are on track to meet your annual contribution goal.

06/09/2026

“Too often, people put a financial plan in place and don’t revisit it. But life changes—income, goals, priorities. A plan should evolve with you.”

A mid-year check-in is a great opportunity to make sure everything is still aligned. Small adjustments now can make a big difference later.

06/08/2026

Whether it’s saving more, investing, or finally putting a plan in place—there’s no perfect moment to start.

The important thing is taking that first step and building from there.