Crestpoint Financial Group

06/02/2026

If higher inflation has you concerned about your financial position, let’s connect. We can help you make sense of any personal and portfolio impacts.

Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.

05/29/2026

It’s 5/29 — National 529 Plan Day!

529 plans are one way families can prepare for future education expenses while benefiting from tax-advantaged growth. If education planning is part of your goals, it may be worth exploring how a 529 plan could fit into your overall strategy.

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05/28/2026

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference beyond your lifetime. https://bit.ly/3wxrbaD

05/27/2026

The best time to protect your income is when you’re healthy and working. Costs rise as you age, and coverage can become harder to get. Let’s explore options that fit your life now and in the future. Contact us to learn more.

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05/25/2026

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country. Their sacrifice will always be remembered.

05/24/2026

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the impact of taxes on your assets. https://bit.ly/3wxrbaD

05/24/2026

This week, we’re recognizing Joanne on an incredible milestone: 41 years with Ameriprise Financial! Please join us in congratulating her on this accomplishment!

05/22/2026

Having too much cash sitting on the sidelines in a money market fund might seem like a safe move. But history shows that there’s an opportunity cost to playing it too safe. Simply put, cash has less growth potential and most likely won’t help you reach your long-term goals. Even with periodic market downturns, history shows that markets eventually rebound, recoup their losses, and ultimately move higher — outperforming cash by a wide margin.

05/21/2026

Financial freedom isn’t a number. It’s a feeling of flexibility, choice, and living life your way.

05/21/2026

By setting your own estate plan, you can avoid going through probate – a court process that would release your records publicly. https://bit.ly/3wxrbaD