Vantage Point Financial Planning

06/01/2026

Even a hummingbird—the busiest creature in nature—spends roughly 80% of its day perched on a branch. Despite its reputation for constant motion, it understands that its high-performance work is only possible because of its discipline to rest.

We often fall into the trap of thinking that constant activity equals constant progress. But high-octane output requires intentional recovery. If you don't make time to "perch," you eventually lose the energy to fly.

How are you protecting your time to rest this week?

05/29/2026

Today is May 29, a date used to highlight the utility of 529 education savings plans. A 529 plan can now be used for more than just a four year university degree. These funds may also cover:

K-12 tuition: Recent shifts have allowed for more flexibility with private and parochial school expenses.

Trade and vocational schools: Costs for professional licensing and technical credentials are often qualified expenses.

Apprenticeships: Fees and equipment for registered programs can be included.

If you want to review how these options fit your current plan, let's coordinate a time to speak. https://bit.ly/3Pvu4Xh

05/27/2026

As the midterm elections draw closer, here’s a helpful overview of how stocks may behave this year. And if you’re concerned about the potential impact on your investment portfolio, let’s connect.

5 midterm market trends to watch — and what it means for your portfolio.

05/25/2026

Our office is closed today as we honor the men and women who gave their lives in service to our country. Their sacrifice is the foundation of the freedoms we exercise every day.

05/22/2026

Zac, thank you for the hard work and for being a reliable part of our success. Here is to many more years.

05/19/2026

Understanding financial terms is crucial. Risk tolerance refers to your comfort level with the volatility in your investment portfolio and impacts how you should allocate your assets.It also may change during various stages of life.

Want to learn more or discuss your risk tolerance? Contact us: https://bit.ly/49eyV5M

05/18/2026

If higher inflation has you concerned about your financial position, let’s connect. We can help you make sense of any personal and portfolio impacts.

Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.

05/13/2026

Happy birthday, Zac! Cheers to another great year.

05/12/2026

One of the most practical things you can do for your estate plan this month takes less than ten minutes. Use your phone to record a video walk through of your home, noting your valuable possessions and their condition.

Store this video in a secure, remote location or a digital vault. This simple record provides clarity for insurance purposes and serves as a helpful reference for your family in the future. It is a straightforward task that adds a layer of organization to your broader financial strategy. https://bit.ly/4wqQxFp

05/10/2026

It takes a lifetime to truly appreciate all the ways a good mom makes all the difference.