Julie Weyer at MedPoint Wealth

Julie Weyer at MedPoint Wealth I help professionals protect their Most Valuable Asset - their ability to earn an income *

09/08/2026
The number of Black women-owned businesses is growing. But not every business flourishes. These five financial tips can ...
09/08/2026

The number of Black women-owned businesses is growing. But not every business flourishes. These five financial tips can help minority entrepreneurs set their businesses up for success

Five important financial considerations to help minority women proprietors set their businesses up for success

Today, we celebrate the hard work that builds our families, our communities and our futures.A financial plan isn’t simpl...
09/07/2026

Today, we celebrate the hard work that builds our families, our communities and our futures.

A financial plan isn’t simply about accumulating more. It’s about creating more time, flexibility and freedom to enjoy the life you’ve worked so hard to build.

Work hard. Plan well. Enjoy life.

Happy Labor Day!

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision...
09/05/2026

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

What does your home really cost?

When considering a record keeping system for your business, you need to ask yourself some very important questions
09/03/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.
09/01/2026

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Saving more early isn’t only about building a larger account. It can create more choices later.Physician A saved 20% for...
08/31/2026

Saving more early isn’t only about building a larger account. It can create more choices later.

Physician A saved 20% for 20 years, then reduced working hours, stopped contributing and left the account invested.

Physician B saved 10% and continued working and contributing for the full 30 years.

The takeaway: The lifestyle choices you make early in your career may influence how long you need to work.

Your money can keep working—even when you decide to work less.



*Hypothetical illustration using an 8% annual return and a 5% employer contribution. Returns are not guaranteed.*

Discover a way to help make your retirement assets more valuable with the IRA Maximization strategy
08/29/2026

Discover a way to help make your retirement assets more valuable with the IRA Maximization strategy

Advanced Planning Strategies Explained

Struggling to save money? These tips can help make it easier
08/27/2026

Struggling to save money? These tips can help make it easier

Try these simple steps to transform from being a spender to a saver

Address

4847 E Virginia Street, Suite B
Evansville, IN
47715

Telephone

+18124616335

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