Harvest Point Wealth Management

10/19/2026

Preparing financially for the holiday season can start now! 🎄

Discover practical ways to plan ahead, enjoy your favorite holiday traditions, and make meaningful memories without compromising your long-term financial goals.

The holiday season is one of the best, and busiest, times of the year. We celebrate with friends and family, enjoy favorite traditions, exchange gifts, travel, attend events, and, of course, enjoy some wonderful food...

10/16/2026

Tomorrow is Angela's 7th work anniversary!

Join us in congratulating Angela on 7 amazing years with Harvest Point®! 🎉

10/15/2026

Are your important documents stored in a place where you can (a) find them easily and (b) trust that they're protected from theft or damage?

Whether it's a birth certificate, insurance policy, or estate planning document, having important information organized and accessible can save you and your loved ones time and stress when you need it most.

More in the comments below.

10/14/2026

Last month, both Cameron and Collin went on bucket list trips with their families!

Cameron spent a long weekend out in Montana where their plans got shifted due to snow...imagine that!

Collin also spent time in a cooler climate on a 7-day cruise exploring Alaska! His favorite part was the beautiful scenery.

10/13/2026

10/12/2026

Before the calendar fills up with family celebrations and holiday travel, take time to prepare for important year-end financial deadlines. A little planning now can help you enjoy the final months of the year with less on your to-do list! See comments for more.

P.S. Save the date for our Year-End Advisor Panel Webinar on November 12! Registration opens October 15—just a few days away!

10/09/2026

When it comes to paperwork, the piles can seem endless. Between statements, bills, and other documents, it’s easy for the most important items to get lost in the shuffle.

Knowing which documents to keep on hand—and where to safely store them—can make a big difference when an emergency comes up, an important financial decision needs to be made, or you simply need quick access to the right information.

In mid-August, my wife and I took another big life step: we bought a house! Going from an apartment to a house has been an exciting jump, especially since our living space more than doubled. As the saying goes, with great power comes great responsibility. Or, in our case...

10/07/2026

October is in full swing and we are loving the fall weather here in Iowa! 🎃

If you're looking for ways to enjoy this season before the holidays hit, check out some of Angela's favorite fall activities!

There’s something special about fall. The cooler mornings, changing leaves, football Saturdays, apple c***r, pumpkins on the front porch, and a little more margin to slow down and enjoy time with the people we love...

10/06/2026

"Don't lose your soul for what will be pavement in heaven." Garrett Kell