TurningPoint Retirement Strategies, LLC

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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.

[Video] Agent Jane Bond wants you to know about the basics of the bond market.
10/16/2026

[Video] Agent Jane Bond wants you to know about the basics of the bond market.

Agent Jane Bond is on the case, cracking the code on bonds.

Ever wonder about those free credit scores you get once a year?
10/14/2026

Ever wonder about those free credit scores you get once a year?

What’s the deal with your yearly free credit report?

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains ...
10/12/2026

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains taxes. Learn more in our new article.

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

10/09/2026

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

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

The average retirement lasts for 18 years. Are you prepared to fill that many days?
10/07/2026

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
10/05/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
10/02/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

Take the time to think about these three things when shopping for your next vehicle.
09/30/2026

Take the time to think about these three things when shopping for your next vehicle.

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would...
09/28/2026

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

This article examines one's options when receiving a work bonus or other financial windfalls.

Address

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

Telephone

+19495925988

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