KeyPoint Financial Services

10/16/2026

The hidden cost of long-term care isn't always financial. Without a clear plan, loved ones may be left to make difficult decisions during an already emotional time. 💙

👉 Swipe through to learn why planning ahead matters.

📖 Read our latest blog to learn more: www.keypointfinancialservices.com/blog

10/14/2026

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

10/13/2026

October is Breast Cancer Awareness Month, a time to honor survivors, remember loved ones, and raise awareness about the importance of early detection. 💗

Knowledge, regular screenings, and proactive healthcare can make a meaningful difference.

🎗️ Join us in spreading awareness and supporting those impacted by breast cancer.

10/12/2026

Long-term care costs can have a significant impact on your financial future, but could they affect your children as well? In certain situations, federal and state laws may allow recovery of long-term care expenses from an estate, and some states have laws that could potentially hold adult children responsible for a parent's unpaid care costs. Understanding these rules is an important part of protecting your family's financial well-being and planning ahead.

Read the article to learn what you need to know about long-term care costs and family liability.

Many Americans worry that long-term care expenses will cause them to run out of money. They also should wonder whether, after they are deceased, their children and estates might be required to pay for any long-term care they received. The trend in both federal and state law is to have children liabl...

10/09/2026

Long-term care is something many people don’t expect to need — but planning for it can be an important part of a comprehensive financial strategy.

Whether care is needed at home, in an assisted living community, or in another setting, the costs can have a significant impact on a financial plan.

Long-term care planning is about more than preparing for a potential expense. It’s about helping you preserve flexibility, protect your assets, and maintain greater control over your future.

A conversation today can be an important step toward being prepared for tomorrow.

10/08/2026

Retirement is more than a financial milestone. It's an opportunity to invest in your health, well-being, and future. Discover practical strategies to stay active, energized, and thriving as you embrace the next chapter of life.

Read here: www.keypointfinancialservices.com/blog

10/06/2026

Please join us in welcoming Rajveer Dhaliwal to the Wealth Management team as our new Wealth Management Assistant!

With a strong foundation in finance, an MBA from San José State University, and three years of experience serving members at KeyPoint Credit Union, Rajveer brings valuable knowledge, dedication, and a passion for building meaningful relationships. His deep connection to the Silicon Valley community and commitment to helping others make him a wonderful addition to the team.

We're excited to have Rajveer on board and look forward to the positive impact he'll make for our clients and community. Please join us in welcoming him! 🎉

10/05/2026

Estate planning doesn’t have to be perfect to be effective. The most important step is simply getting started. Whether it’s updating a beneficiary designation, creating a will, or reviewing your estate documents, every action you take today can help protect your loved ones tomorrow. Progress matters more than perfection, and small steps now can make a meaningful difference down the road.

Read the article to learn practical ways to move your estate plan forward with confidence.

Progress beats a perfectly optimized plan. Even a signed beneficiary form today protects a family more than a theoretical perfect plan that never gets done.

10/02/2026

Financial planning isn’t just about numbers — it’s about creating a strategy for the life you want to live.

From preparing for retirement to managing investments and planning for unexpected expenses, having a thoughtful financial plan can help you feel more confident about the road ahead.

This Financial Planning Month, take a moment to ask yourself: Is your financial plan still aligned with your goals?