The Point Financial Group

Are you planning on a midyear checkup? Make sure you are keeping an accurate evaluation of your plan. Life changes.

Midyear Checkup: Can You Contribute More to Your Retirement Plan? This may be a good time to make sure you are on track to meet your annual contribution goal.

“Too often, people put a financial plan in place and don’t revisit it. But life changes—income, goals, priorities. A plan should evolve with you.”

A mid-year check-in is a great opportunity to make sure everything is still aligned. Small adjustments now can make a big difference later.

Whether it’s saving more, investing, or finally putting a plan in place—there’s no perfect moment to start.

The important thing is taking that first step and building from there.

Homeownership remains a key goal for many—but the path to getting there isn’t the same for everyone.

The right timing depends on your financial picture, your goals, and your lifestyle. Taking the time to evaluate those pieces can help you move forward with confidence.

Homeownership can play a large role in wealth building. Here is a detailed look at how.

How Homeownership Rates Differ Across Income Brackets—and What That Means for Building Wealth Homeownership rates rise sharply with income—upper-income households are far more likely to own homes than lower-income households.

June is Homeownership Month—and while buying a home is exciting, it’s also one of the biggest financial decisions you’ll make.

At The Point, we encourage clients to look beyond the purchase price and think about how a home fits into their overall plan. Monthly costs, long-term goals, and flexibility all matter.

At The Point, we believe strong financial habits start with simple decisions.

Making saving a priority—even in small amounts—can help build momentum over time. It’s not about being perfect, it’s about being consistent.

Different stages of life dictate different strategies to reach your goals. Retirees in particular are noticing the pains of inflation, and this article provides some good insight into why.

Retirees Feel the Sting of Inflation More Than Others as Energy Prices Soar Rising housing and healthcare costs have saddled retirees with higher-than-average inflation since late 2022, and they are projected to keep rising faster as an energy spike radiates through the economy.

As circumstances change, periodic reviews can help ensure your plan continues to support your priorities and goals.

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