Waypoint Financial

10/10/2026

A convincing message isn’t always a legitimate one. Scammers may impersonate trusted organizations, create urgency, or use realistic websites to persuade you to send money or share information.

Learn how to recognize signs of fraud and protect your money and personal information.

09/05/2026

Downsizing in retirement can affect more than your square footage. Before selling a larger home, it’s important to consider the potential savings, hidden costs, tax impact, lifestyle changes, and emotional tradeoffs.

Learn what to consider before selling a larger home, from everyday costs and taxes to family needs and future comfort.

08/26/2026

Building wealth isn’t something you have to tackle alone. The right professionals can help you make smarter, more confident decisions. Discover the key components of a financial dream team and which ones may be right for you:

Learn how different financial professionals can work together to support your goals and strengthen your financial future.

08/06/2026

Supporting aging parents and children at the same time can put pressure on your finances, schedule, and emotional well-being. Learn practical steps that can help you balance competing priorities and navigate the challenges of the sandwich generation

Learn how to navigate the financial, emotional, and logistical pressures of supporting multiple generations at once.

07/29/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

07/22/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

07/04/2026

Wishing you all a Safe and Happy 250th Independence Day!

06/03/2026

June is a natural time to see whether your finances are on track for the year. A midyear check-in can help you spot small changes in spending, savings, or taxes before they become bigger issues.

Use this framework to review your finances, and stay aligned with your goals for the rest of the year.

05/27/2026

A few strategies that may help you maximize your Social Security income.

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

05/05/2026

Most people know they need to save and invest wisely yet still second-guess decisions or react emotionally during market volatility. Learn how a simple pause before making financial decisions

Learn how to better understand how emotions affect money decisions and learn simple ways to respond more intentionally.