KeyPoint Financial Services

09/02/2026

Weekly Market Update 👉 https://www.keypointfinancialservices.com/weekly-market-commentary

08/28/2026

Are you prepared for the unexpected? Many financial professionals recommend keeping three to six months’ worth of living expenses in an emergency fund. Learn how much you may need and how to build a savings cushion that supports your financial goals.

Many financial professionals suggest you have three to six months' worth of living expenses for emergencies.

08/26/2026

Markets continue to balance strong corporate earnings against ongoing interest rate uncertainty. Which force will have the stronger pull on stocks in the weeks ahead?

Get the key insights, trends, and takeaways in this week’s market update. 👇
https://www.keypointfinancialservices.com/weekly-market-commentary

08/24/2026

Markets will always fluctuate — your long-term strategy shouldn’t.

A personalized investment approach can help keep your financial goals at the center, no matter what headlines say. The key is having a plan designed around your needs, risk tolerance, and future objectives.

Learn how thoughtful investment management can help support your financial future. Explore more on our website: www.keypointfinancialservices.com/guided-wealth-portfolios

08/21/2026

Today is National Senior Citizens Day.

For the seniors we serve — navigating Medicare, drawing down retirement income, protecting a family business, or structuring a trust for their grandchildren — we are honored to be your partners.

Whether you're making sure the basics are covered or ensuring your estate plan reflects decades of hard work, you deserve a team that takes this seriously.

Share this with a parent or grandparent who deserves a second set of eyes on their financial plan.

08/20/2026

Estate planning is about more than passing on assets. It’s about protecting your legacy and making your intentions clear. Take our quiz to see how much you know about this important part of financial planning.

Estate planning helps you control the distribution of your assets after your death according to your goals and objectives.

08/17/2026

Today on National Nonprofit Day, we’re recognizing the organizations helping strengthen San José and the greater Bay Area community.

Behind every nonprofit are people creating real impact in the communities they serve.

08/14/2026

Today is National Financial Awareness Day.

For some of you, that means finally setting up a life insurance policy.
For others, it means reviewing whether your irrevocable trust is still aligned with your estate goals.

Financial awareness isn't a destination. It's a practice.

What's one thing you'll do today? Drop it below!

08/13/2026

Starting a new job or planning for retirement? Don’t leave your 401(k) behind. Understanding your options can help you protect your savings, avoid costly mistakes, and keep your retirement goals on track.

When you leave your job, you may have four options to manage funds in a work-based retirement plan.