TurningPoint Retirement Strategies, LLC

TurningPoint Retirement Strategies, LLC We deliver financial services backed by a wealth of experience.

TurningPoint Retirement Strategies offers expert advice in financial planning with IRAs, 401(k)s, rollovers and transfers, pensions, Social Security, Medicare and retirement income.

This message provides a look at how variable rates of return impact investors over time.
09/02/2026

This message provides a look at how variable rates of return impact investors over time.

A look at how variable rates of return impact investors over time.

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
08/31/2026

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer...
08/28/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

An article about meditation, mindfulness, and financial well-being.

You can help ensure that losing your wallet doesn't turn into something bigger.
08/26/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provokin...
08/24/2026

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

08/21/2026

Take an inside look into Simplified Employee Pension plans.

08/19/2026

Currency has been around for a long time. Here's a quick history lesson.

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
08/17/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.
08/14/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Keys to preparing to grow wealthy together.

Committed to increasing your financial literacy? Don't be afraid to ask questions.
08/12/2026

Committed to increasing your financial literacy? Don't be afraid to ask questions.

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Address

24901 Dana Point Harbor Drive, Suite 200
Dana Point, CA
92629

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