Crestpoint Financial Group

10/15/2026

Medicare Open Enrollment begins today. Before comparing options, gather four things:

- Your current medications
- The doctors and pharmacies you prefer
- Your current plan’s Annual Notice of Change
- A list of the benefits you used this year

Having the details in one place can make the review less overwhelming and help you ask better questions before the Dec. 7 deadline.
https://bit.ly/3U61EFt

10/14/2026

Proud to be part of a firm recognized among the best.

Ameriprise Financial was named one of TIME’s America’s Best Companies of 2026 — a recognition that reflects the dedication of our people, our commitment to clients and the values that guide how we do business every day.

We're proud to build our practice with a firm that prioritizes integrity, supports advisors, and is dedicated to helping clients achieve their financial goals.

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L

10/13/2026

The best financial conversations start with understanding where you stand today.

OmniView® can help create a more complete view of your financial life, providing added perspective as we plan for what's next.

10/11/2026

Caitlin and her family made the most of a beautiful fall day with a little apple picking and sunflower picking.

There’s nothing better than getting outside, enjoying the season and making memories together.

We love seeing how our team spends time away from the office and soaking up everything fall has to offer.

10/10/2026

There’s something about a fall sunset that makes you want to slow down for a minute and take it all in.

As the days get shorter and the colors get a little richer, we’re reminded to enjoy the simple moments when we can.

Here’s to crisp evenings, beautiful skies and making time to appreciate the season while it lasts.

10/09/2026

Some of the most useful family conversations begin before anyone opens a folder of legal documents.

What matters most to you? Who should know where important information is kept? If someone had to step in unexpectedly, what would you want them to understand?

A relaxed meal can be an easier place to begin than a conference room. You do not need to solve everything in one evening. The first goal is simply to make the next conversation easier.
https://bit.ly/4dwk9cD

10/08/2026

A quick October housekeeping challenge: Choose one account you would hate to lose access to and strengthen its security today.

Start with your email, financial accounts or social media. Use a unique password, turn on multifactor authentication and review the recovery information connected to the account.

Ten minutes now can help you avoid a much bigger headache later. Ameriprise shares more practical cybersecurity best practices here.

https://bit.ly/4yDvRKR

10/06/2026

Thinking about a fall getaway? Timing can make all the difference when you're chasing peak fall color. This 2026 foliage guide can help you plan your trip around some of autumn’s best scenery.

Peak fall foliage season is nearly here!

10/05/2026

A message from a stranger can seem harmless. Sometimes that is exactly how a much larger financial scam begins.

Relationship investment scams — sometimes called “pig butchering” scams — often start with an unexpected text, social message or online connection. The fraudster builds trust over time before introducing what appears to be an investment opportunity.

A few reminders worth sharing with family members:
- Be cautious with unsolicited investment opportunities.
- Verify who you are communicating with independently.
- Never rely on screenshots, testimonials or an app balance as proof that an investment is legitimate.
- Be especially cautious when someone you met online wants you to move money, wire funds or purchase cryptocurrency.

Awareness is one of the best places to start.

Learn how relationship investment scams work (also called romance and cryptocurrency scams). Get tips to protect yourself. Involved? Do not send more money and report to SEC.

10/02/2026

The most important financial planning questions are rarely just about money.

When can work become optional?
How can we support aging parents without losing sight of our own goals?
What do we want the next generation to understand about our family’s wealth and values?

October is National Financial Planning Month, a good time to bring the question you have been postponing into the conversation.

At Crestpoint Financial Group, planning starts with understanding what matters to you.

https://bit.ly/3VlTCso