The Point Financial Group

10/15/2026

📅 Medicare Open Enrollment begins today.

Between now and December 7, Medicare beneficiaries have the opportunity to review their coverage and make changes for the coming year.

As retirement needs evolve, it's important to make sure all the pieces of your financial picture continue to work together.

Learn more about our approach: https://www.pointfg.com/

10/14/2026

Many people are surprised to learn how flexible gifting strategies can be.

From supporting children and grandchildren to funding future education expenses, there may be more opportunities available than you realize. Learn about several planning considerations that can help families think strategically about passing wealth to the next generation.

⬇️ Learn more below.

For parents saving for their children, the tax rules are often more generous—and more flexible—than many people realize. Here are some answers to common questions about such giving.

10/12/2026

"The future depends on what you do today." — Mahatma Gandhi

Big accomplishments are often built one decision, one action, and one day at a time. Make this week count.

10/09/2026

Estate planning isn't just about wealth. It's about helping ensure your wishes are carried out and your loved ones are cared for.

More than 60% of U.S. adults do not have a will, making it one of the most commonly overlooked components of a financial plan.

Learn more about estate planning and how it may fit into your broader financial strategy: https://www.pointfg.com/estate-planning

10/07/2026

📈 Wondering what's driving the markets this week?

Our latest Weekly Market Commentary from LPL Research breaks down key market developments, economic news, and trends investors may be watching.

Read more: https://www.pointfg.com/weekly-market-commentary-kf26a

10/05/2026

An inheritance can have a lasting impact on a family's financial future, but determining what to do next isn't always straightforward.

From tax considerations to inherited investment accounts and real estate, this article explores several important factors to consider before making major financial decisions.

As a beneficiary, understanding what inheriting truly means and how to navigate the process is crucial. This guide provides beneficiaries with the necessary information to help them make informed decisions when dealing with inheritance matters.

09/29/2026

If your retirement lasts 30 years, will your plan be prepared?

As life expectancy continues to rise, many retirees are rethinking how they approach income, healthcare costs, and long-term financial goals.

⬇️ See what a longer retirement could mean for your financial strategy.

What’s changed about life expectancy—and why It matters

09/28/2026

“Energy and persistence conquer all things.” — Benjamin Franklin

⚡Monday is a fresh opportunity to bring your best effort to the goals that matter most. Small actions, repeated consistently, can lead to big results.

09/23/2026

📊 Staying informed doesn't have to be complicated.

Our Weekly Market Commentary provides a straightforward look at recent market activity and the trends investors are watching.

Read the latest edition: 🔗 https://www.pointfg.com/weekly-market-commentary-kf26a

09/22/2026

🍂 The first day of fall is a reminder that change is a natural part of life, and your financial plan should be able to adapt along the way.

As we head into a new season, now may be a good time to revisit your goals, review your progress, and make any necessary adjustments before year-end.

Learn more about our team and approach to financial planning: https://www.pointfg.com/