John Roberts, Waypoint Financial Partners

12/07/2023

Ladies, are you looking to boost your bank account balance? There are a few key steps you can take to thrive financially. Start by paying yourself first and making saving a priority. Monitor your spending and follow a budget to cut out unnecessary expenses. Consider increasing your income with a side hustle or negotiating a raise. Read this article to learn more and take charge of your finances - there is always time to improve your financial health!

Image source: Getty Images Despite having a longer life expectancy, women make less money than men. According to the National Partnership for Women

12/05/2023

Don't let unexpected expenses drain your hard-earned savings. By incorporating long-term care insurance into your retirement plan, you can create peace of mind knowing that you'll be taken care of when you need it most. Ready for professional help? Contact me today to get started!

12/04/2023

Don't wait until it's too late! Take charge of your future today by investing in life insurance. It's a small step that yields immense benefits and provides a legacy of love for generations to come. Contact me to learn about different options available to you.

11/30/2023

Remember, every decision you make today can shape a brighter tomorrow. By adopting a scientific approach to finance, you can turn dreams into reality and achieve true financial gratification. Check out this interesting article to learn how! Follow me for more tips on managing your finances.

It’s easy to overlook the value of financial happiness in our lives in the pursuit of pleasure and achievements. When you think of spending your money

11/28/2023

Holistic financial planning supports your goals and helps you to be prepared for the unexpected events that come up along the way. Learn how our experienced financial professionals think about the future you plan for and surprises you can’t foresee. Let’s connect now for more personal support.

Through life's different phases and events, expect and unexpected, find out how a financial professional can be with you every step of the way.

11/27/2023

As you move closer to retirement, it’s important to make sure you’re financially prepared for the next phase of your life. Check out this short video that explains how you can plan for a secure future by making the right choices at the right time with your investments. Next, contact me to review your plan so we can make sure you’re on the right track.

Retirement planning has many different phases. When you’re closer to retiring, it is important to review your plans to make sure you’re on the right track. ...

11/21/2023

If having enough money saved for your retirement is causing you stress, let’s discuss how we may be able to help.

11/20/2023

Retirement planning can be daunting--beyond predictable life expenses you may dream of travel, time for hobbies or starting a business. You may have health issues or loved ones to care for. It’s a good idea to plan now to be prepared for the future. Learn how to get started and why a financial professional is your best ally.

Learn how effective retirement planning now can help you prepare for unexpected expenses in retirement and have a secure financial future.

11/16/2023

Retirement may be a long way off, but it's never too early to start planning. Have you considered the importance of long-term care insurance as part of your retirement strategy. It's easy to overlook, but it's essential to help ensure you’re prepared for any unexpected health issues. Don't wait until it's too late, start planning today and give yourself peace of mind for the future! I can help you get started. Contact me to review your options.

11/14/2023

Click below to check out resources to help you understand and navigate today’s market and economic landscape.

Consumer inflation in September came in more or less in line with expectations, with the month-over-month core figure +0.3% and the year-over-year figure +4.1%.

11/13/2023

Despite advances, women still face unique challenges when it comes to earning and saving over a lifetime. Learn how smart planning and investing decisions can make a difference in your financial future. Check out the article “Bridge The Wage Gap: Retirement Planning for Financial Stability” and contact me to discuss how I can help you achieve your financial goals.

Information on retirement planning for women to address the gender wage gap and enlist financial professionals to build financial stability.