High Point Capital Group

06/17/2024

🚀 We're thrilled to announce the launch of High Point Capital Group's newly refreshed website! 🚀

Our goal has always been to provide the best financial services and resources to our clients & advisors, and our revamped site is designed to do just that.

Take a quick look and let us know what you think!

www.hpcg.com

05/29/2024

Do you know that the SECURE 2.0 Act allows unused 529 funds to be rolled into the beneficiary's Roth IRA without a tax penalty? Schedule a call to learn more about this change: https://calendly.com/highpointcapitalgroup

05/12/2024

Motherhood is a selfless act of love that deserves to be celebrated every day. This Mother's Day, let's honor and thank the incredible moms (of all types) for their unwavering devotion and sacrifices. You are appreciated more than you know.

04/06/2024

Assets minus liabilities = net worth. When was the last time you calculated yours?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

03/29/2024

Looking to create a financial legacy for your heirs while minimizing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

03/22/2024

Committed to increasing your financial literacy? Don't be afraid to ask questions.

Many Americans are operating their personal finances with only the barest minimum of knowledge.

03/20/2024

Last Thursday, High Point Capital Group had an outstanding quarterly meeting, bringing together all our talented advisors and staff members! 🌟

It was great to have Ashcraft and Baumgardner join us from Osaic, sharing their expertise and insights that will drive us forward. 💼

After a day of collaboration and learning, we enjoyed some well-deserved fun with dinner & the Bucks game, strengthening our team bonds and celebrating our successes. 🦌🏀

Looking forward to continued growth and success together!

03/03/2024

Daylight saving time is just around the corner! ⏰ Don't forget to "spring forward" and set your clocks one hour ahead on Sunday, March 10.

Remember, spring is not only a time for renewal in nature but also a great opportunity to review your financial plans. If you have any questions or need guidance, we're here to help. Wishing you a joyful and productive season ahead!

02/23/2024

Join Us March 7th: Discover Effective Deal Structures That Drive Success

John Turner of Live Oak Bank and High Point Capital Group invite you to join us for this exclusive webinar to discuss the steps you can take to increase the value of your business and plan for YOUR future.

If you’re like many financial professionals, you may have started to think about this and have questions such as:

• How do I increase the value of my business?
• How do I even begin to think about who to sell my practice to?
• How does the structure of a sale work?
• Will my clients be taken care of?

Only around a quarter of today’s financial professionals have a succession plan in place. Considering that the average age of a financial professional is 50 years old and continues to increase, succession strategies are integral to the industry’s overall health.

Join us March 7th at 10:30am.

Registration is now open through the link below.

https://us02web.zoom.us/webinar/register/WN_YnVdO-ZCS5-i1Y9VC0ADOg #/registration

Visit us at hpcg.com

02/05/2024

Together, John Turner, VP - Investment Advisory Lending of Live Oak Bank and High Point Capital Group invite you to join us to discuss the steps you can take to increase the value of your business and plan for YOUR future.

If you’re like many financial professionals, you may have started to think about this and have questions such as:

• How do I increase the value of my business?
• How do I even begin to think about who to sell my practice to?
• How does the structure of a sale work?
• Will my clients be taken care of?

Please Save the Date for our upcoming webinar – March 7th at 10:30am or register NOW through the link below!

https://us02web.zoom.us/webinar/register/WN_YnVdO-ZCS5-i1Y9VC0ADOg #/registration

Visit us @ www.hpcg.com

01/30/2024

The IRS announced adjustments for 2024, which address a few key areas:
https://www.irs.gov/newsroom/irs-provides-tax-inflation-adjustments-for-tax-year-2024.

What does that mean for you?

There are changes to capital gains tax rates, annual exclusion for gifts, estate tax exclusion, and more.

Have questions about the new rules? Our office has 2024 tax resources that you may find helpful.

This material is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax professional before modifying your tax strategy.

01/15/2024