Jerry Scheinman, Investment Advisor with BluePoint Financial

12/25/2025

Merry Christmas! May this season be full of light and laughter for you and your family.

12/22/2025

You’ve worked hard, made sacrifices, and built a life full of purpose and love.
Now it’s time to make sure your family’s future carries that same strength forward.
Together, we can help turn today’s dedication into tomorrow’s security.
Let’s talk about the path that fits your family best.

12/18/2025

Feeling a little post-Thanksgiving money regret? You’re not alone. This quick read breaks down why holiday spending sneaks up on so many of us — and how simple, judgment-free steps can help you regain control.
https://bit.ly/44DzqEa

Want financial guidance tailored to your situation? Reach out anytime. I’m here to help you design your next move with confidence.

12/04/2025

Feeling stuck under the weight of unpaid bills, credit cards, or confusing finances? Here’s a reassuring reminder: it doesn’t have to be perfect, just start somewhere. This informative article from offers gentle guidance and real-talk advice about how your feelings connect to your debt — and practical ways to ease into progress:
https://bit.ly/3XwlnMG
(Survey by Achieve 8/2025)

Ready to talk about what your first small step could look like? I’m here when you are.

12/02/2025

Even business owners who recognize the need for a succession strategy often don’t know where to start. Here is a high-level roadmap to help set the wheels in motion.

A business succession plan starts with exploring your options and learning who might be interested in taking over.

11/27/2025

May your Thanksgiving holiday be filled with the warmth of family and friends, and bring you a harvest of good things that last throughout the year.

11/20/2025

Learn about common Social Security filing mistakes and how understanding your options can help you make informed decisions about your benefits.

Want to maximize your Social Security check? Learn the 10 most common Social Security filing errors and the steps you need to take to boost your guaranteed retirement income.

11/20/2025

Inflation and rising costs can make it hard to feel in control – but you don’t have to face it alone. This article from New York Life explores how a thoughtful financial strategy might bring confidence, clarity, and a sense of calm during uncertain times:
https://nyl.co/4a2XOCs

Want to talk about what that kind of confidence could look like for you? Let’s connect.

11/17/2025

Here are some tax-advantaged strategies to consider before year-end

Don't wait until the end of the year to do last minute tax planning, start now and set yourself for success.

11/17/2025

A thoughtful approach to taxes can do more than just reduce what you owe each year. It can help your money work harder over time.
By reviewing your tax return with an advisor, you may uncover opportunities to invest more efficiently, time income and withdrawals wisely, and make charitable giving even more rewarding.
This fact sheet explains how taking a tax-aware approach today can create lasting benefits for your financial future. Read more: https://bit.ly/4nUe7EV

11/12/2025

"Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!"

11/11/2025

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!