On-Point Financial Services LLC

06/01/2026

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

05/29/2026

Wall Street has a lot of cliches. How many do you know?

Pundits say a lot of things about the markets. Let's see if you can keep up.

05/27/2026

Estimate the total amount you may need saved to support your desired retirement lifestyle.

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

05/25/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

See how inflation over time could affect the purchasing power of your retirement income.

05/22/2026

Ever heard of a Roth 401(k)? Would one be right for you?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

05/20/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

05/18/2026

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.

You’ve made investments your whole life. Work with us to help make the most of them.

05/15/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

05/13/2026

Periodic withdrawals in retirement may not be such a good idea.

Taking regular, periodic withdrawals during retirement can be quite problematic.

05/11/2026

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.