Marcel Marsh- Westpoint Financial Group

05/11/2026

If you’re saving for retirement, you’re probably used to seeing the value of your retirement accounts go up and down with the financial markets. Learn how whole life insurance could help you be better prepared for economic downturns during your retirement, then let's connect to find a strategy that's right for you.

https://bit.ly/4nk2Rmy

04/27/2026

Nearly half of all business owners plan to use investments and savings as their main source of retirement income. Let’s look at your options.

Source: LIMRA, Small Business Owners Consortia Study, December 2023

04/13/2026

As artificial intelligence(AI) continues to reshape various aspects of our world, including the financial sector, staying informed and maintaining a long-term-focused approach to wealth is crucial. While AI can offer many potential advantages, it also presents new challenges and catchy trends that require careful consideration with a trusted financial professional. Let’s work together to navigate the evolving, and often complex, financial landscape.

https://reut.rs/3Q1MUoN

04/06/2026

As the year comes to a close, it’s a good time to review your investment portfolio and consider strategies that may help minimize tax liabilities. One approach is tax loss harvesting, and there are many others that may make more sense for your portfolio. Let’s work together, along with your tax advisor, to make the most of your investments.

03/23/2026

Personal financial planning impacts your business. What’s your plan and how can we help? Stop waiting to tell your story.

03/16/2026

A financial check-in can help align today’s choices with tomorrow’s goals. Schedule a review this spring to support your financial health and legacy.

02/16/2026

The benefits of tax deferral:
- Lets you hang on to more money year-over-year
- Allows more time for growth and compounding interest
- Offers a potentially lower tax bracket

Let’s talk through your retirement plan and see if tax deferral can help make your savings compound more efficiently.

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01/26/2026

Your financial goals deserve a strategy. Let’s build it together — reach out now and make this year count.

01/19/2026

Martin Luther King Jr. Day reminds us that change begins with courage and compassion. Today, we celebrate the legacy that continues to inspire generations toward a more inclusive world.

01/13/2026

Ready for a review of 2025? Join us as Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, helps make sense of key drivers behind recent trends and their potential implications for investors. Register today! https://bit.ly/3NGznS6