Turning Pointe Financial

12/23/2025

Happy Holidays ✨
Wishing you joyful moments, grateful hearts, and peaceful days this season. ❄️
May the weeks ahead bring warmth, celebration, and time with those who matter most. 🕯️🎁

12/15/2025

❄️Winter is a beautiful season, but it can also be demanding on your body and mind.

Between shorter days, colder temperatures, and packed schedules, remember to prioritize your well-being. A little self-care goes a long way during the busy holiday season.

You’ve got this.

12/10/2025

The holidays should bring joy, not financial stress.

With 54 percent of Americans making impulse purchases last season, here's a little secret our clients use to stick to their holiday strategy: A simple conversation before the season starts.

We can help you create a holiday strategy that lets you be generous with the people you love while sticking to your financial goals.

Ready for your most confident holiday season yet? Lets chat

12/04/2025

👀📊Check out the potential benefits of starting early and saving consistently. With a 529 plan, even modest monthly contributions can grow significantly over time.

Here are a few points to consider:
📚 529 plans are an effective college savings vehicle with potential tax advantages.
📚Any family member can contribute or even set up a plan (Grandparents love this!).
📚Withdrawals for education expenses are federally and usually state tax-free.
📚Under certain conditions, some funds can now be rolled over into a Roth IRA.

Starting early can make a big difference!

A 529 plan is a tax-advantaged college savings plan. Before choosing a plan, it's important to consider not only the state tax treatment, but also any associated fees and expenses.

Please join us for an upcoming webinar designed to demystify education savings plans and show you how they can work for you..
Webinar Date & Registration:
December 9th | 4:30 – 5:30 PM ET
https://www.myturningpointe.com/events/giving-the-gift-of-education-learn-how-to-take-advantage-of-a-529-plan

12/02/2025

🌍 It's Giving Tuesday!

A global celebration of generosity and community. Whether you're donating time, money, or kindness, every act counts.

Let today be a reminder that even the smallest gestures can make a meaningful difference.

12/02/2025

A college education is one of the most significant investments you and your family will make. An education savings plan can help you realize an educational goal no matter where you are in life.

College savings plans offer gifting feature that allow family and friends to make a meaningful difference in a young person’s life with a contribution to a college savings account in lieu of or as part of a gift on birthdays and holidays.

We will be hosting a webinar to help you understand why an education savings plan can help you realize an educational goal for yourself or someone you love, how tax advantages can work for you, and how a college savings plan will round out a comprehensive financial wellness plan with a collegeAmerica account.

Please join us for an upcoming webinar designed to demystify education savings plans and show you how they can work for you.
Webinar Date & Registration:
December 9th | 4:30 – 5:30 PM ET

We will be hosting a webinar to help you understand why an education savings plan can help you realize an educational goal for yourself or someone you love, how a 529 tax advantage can work for you, and how a 529 will round out a comprehensive financial wellness plan with a CollegeAmerica® account.

12/01/2025

💻 One of the biggest online shopping days of the year is here!

Cyber Monday brings deals and discounts, and is also a perfect opportunity to check off your holiday list from the comfort of home. 🛍️📦

🤓While you're scoring savings, don’t forget to shop smart:
🔒 Use secure websites
🧾 Keep track of purchases
💳 Monitor your accounts for unusual activity

While this is admittedly one of my favorite “holidays,” savings are awesome, but nothing beats staying vigilant and safe online!

11/27/2025

As Thanksgiving approaches, it's a wonderful opportunity to reflect on all the good things in our lives and to cherish the family and friends who make our days brighter. With excitement for the year ahead, let's embrace a holiday season filled with the joys of love, connection, and togetherness. Wishing you a delightful Thanksgiving and a fantastic holiday season!

11/18/2025

The One Big Beautiful Bill (OBBB) Act, signed in 2025, introduces several new provisions that may shape charitable giving in the years ahead:
▪️Beginning in 2026, non-itemizers may deduct up to $1,000 ($2,000 for couples) for cash donations to qualified charities.

Some limits apply, so it may be a good time to discuss the changes with your tax, legal, or accounting professional.

Policy Giving Impact

11/14/2025

Charitable giving has ripple effects across communities. Nearly 1 in 3 donors say they'd give more if their employer offered a match, and 84% say they're more likely to give when matching is available. Awareness can make all the difference.

Impact Gifts Support

11/11/2025

11/10/2025

Giving doesn't just come from institutions. In 2023, individuals accounted for 67% of all charitable contributions—over $374 billion. Small acts of generosity may add up to something much larger.

Impact Back