President Trump and Presidential Candidate Joe Biden have different ideas for how to change the program, and the outcome of the election could affect Social Security.
https://www.lakepointadvisorygroup.com/how-could-the-outcome-of-the-election-affect-social-security/
LAKEPOINTADVISORYGROUP.COM
How Could the Outcome of the Election Affect Social Security?
A very informative and timely discussion was held today with our President and Founder, Reid Johnson, our Chief Investment Officer, Rob Emrich, and Ken Frier, Co-portfolio Manager of the Mazu Global Equity Fund, and a frequent resource to our investment committee.
The topic was "What the Election Could Mean for Your Retirement," because while no one knows which candidate will win the next presidential election, one thing is certain: Elections tend to shake things up.
At Lake Point Advisory Group, we know that information, experience, and knowledge can help prepare our clients for what’s around the corner - regardless of who takes the White House in November.
Be on the lookout for more information about a replay of this very popular webinar!
Three options for your 401(k) when leaving your job in today's blog!
https://www.lakepointadvisorygroup.com/3-options-for-your-401k-when-leaving-your-job/
3 Options for Your 401(k) When Leaving Your Job
If you’ve ever left a job, you may have had to decide what to do with your old 401(k). You might have rolled it over into a 401(k) at your new job or even forgotten about it when you were younger. But if you’ve recently lost
3 Options for Your 401(k) When Leaving Your Job
If you’ve ever left a job, you may have had to decide what to do with your old 401(k). You might have rolled it over into a 401(k) at your new job or even forgotten about it when you were younger. But if you’ve recently lost
See more at
lakepointadvisorygroup.com
We want to welcome Lauren Britton to the marketing team!
Lauren joins us with experience in the live music, consulting, and telecommunications industries. She obtained her Bachelor of Social Work in 2018 and her Master of Business Administration – Marketing in May of this year from the University of North Texas. In her free time, she enjoys gaming on her PlayStation 4, listening to true crime podcasts, and spending time with her friends and family.
Welcome, Lauren!
Happy birthday to our newest Associate Advisor, James! The second time we’ve featured him on Facebook in just a couple of weeks. Bright Advisor AND social media savvy!!
If you’re just trying to get through the present, you’re not alone. But, that doesn’t mean you can forget to look to the future and prepare for challenges you could face.
https://www.lakepointadvisorygroup.com/3-trends-to-keep-an-eye-on-when-planning-for-retirement/
LAKEPOINTADVISORYGROUP.COM
3 Trends to Keep an Eye On When Planning for Retirement
Happy birthday to these two! David Cain and Ken Jones. Two of the best in the business.
Although you should seek out specific strategies from a professional, here is information on Roth IRA strategies for those whose income disqualifies them from contributing directly.
https://www.lakepointadvisorygroup.com/3-things-you-can-do-if-you-dont-qualify-for-a-roth-ira/
3 Things You Can Do If You Don’t Qualify for a Roth IRA
There's evidence to suggest that we might be experiencing historically low tax rates right now. The Tax Cuts and Jobs Act will expire in 2025 or possibly sooner if there’s a leadership change in Washington. By the end of the year, total government debt is
3 Things You Can Do If You Don’t Qualify for a Roth IRA
There's evidence to suggest that we might be experiencing historically low tax rates right now. The Tax Cuts and Jobs Act will expire in 2025 or possibly sooner if there’s a leadership change in Washington. By the end of the year, total government debt is
See more at
lakepointadvisorygroup.com
We are keeping Nothing Bundt Cakes in business. We have all the birthdays lately! And these two are Lake Point Advisory Group superstars! Happy birthdays to April Turner, our Scheduling Coordinator, and Aleesha Grimes, our Client Relations Manager!
2050 seems like a long time away, but 2019 seemed far away in 1989. Back then, did you think a cell phone would fit into your pocket?
https://www.lakepointadvisorygroup.com/3-ways-life-could-be-different-in-2050/
LAKEPOINTADVISORYGROUP.COM
3 Ways Life Could Be Different In 2050
For decades you've done what's expected of you - work hard for a living, take care of your loved ones, and often forgo putting yourself first. That all changes in retirement.
https://www.lakepointadvisorygroup.com/your-retirement-should-be-what-you-want-it-to-be/
LAKEPOINTADVISORYGROUP.COM
Your Retirement Should Be What You Want It to Be
When you think of retirement, you might think of the vacations you’ll go on and all the free time you’ll enjoy with friends and family. There’s so much to enjoy about retirement, but it also comes with its challenges.
https://www.lakepointadvisorygroup.com/the-3-biggest-concerns-you-could-face-in-retirement/
The 3 Biggest Concerns You Could Face In Retirement
When you think of retirement, you might think of the vacations you’ll go on and all the free time you’ll enjoy with friends and family. There’s so much to enjoy about retirement, but it also comes with its challenges. Some of the biggest concerns you could
The 3 Biggest Concerns You Could Face In Retirement
When you think of retirement, you might think of the vacations you’ll go on and all the free time you’ll enjoy with friends and family. There’s so much to enjoy about retirement, but it also comes with its challenges. Some of the biggest concerns you could
See more at
lakepointadvisorygroup.com
While you’re considering adding things you want to do in retirement, you might want to consider what you’d like to let go of.
https://www.lakepointadvisorygroup.com/three-things-to-scrap-in-retirement/
LAKEPOINTADVISORYGROUP.COM
Three Things to Scrap In Retirement
It's our responsibility. Our duty. Our right. And our privilege. Lake Point Advisory Group's leadership doing their part for our nation and our community!
The Social Security Administration recently made some important announcements that workers and retirees should note, including a Social Security benefit increase – and a tax increase.
https://www.lakepointadvisorygroup.com/how-will-social-security-benefits-and-taxes-change-next-year/
LAKEPOINTADVISORYGROUP.COM
How Will Social Security Benefits and Taxes Change Next Year?
It’s important to remember that no matter what’s happening in Washington, you have the opportunity to be in control of your personal financial wellbeing.
https://www.lakepointadvisorygroup.com/4-ways-to-prepare-no-matter-what-the-future-brings/
LAKEPOINTADVISORYGROUP.COM
4 Ways to Prepare No Matter What the Future Brings
If you have elderly parents or know someone who does, you already know that there are many hard decisions to make when it comes to long-term care, especially during the pandemic. And figuring out the finances can be even harder.
https://www.lakepointadvisorygroup.com/how-much-could-long-term-care-cost-you/
LAKEPOINTADVISORYGROUP.COM
How Much Could Long-Term Care Cost You?
The 1964 World’s Fair opened in New York City, bringing modern marvels to the thousands who visited. Many of the exhibits presented what life could be like in the future, showing new technologies that everyone might have someday.
https://www.lakepointadvisorygroup.com/the-1964-worlds-fair-how-does-yesterday-compare-to-today/
LAKEPOINTADVISORYGROUP.COM
The 1964 World’s Fair: How Does Yesterday Compare to Today?
Do you know what’s in store for retirement accounts in 2021? Here are 3 key areas to look out for as we close out the year.
https://www.lakepointadvisorygroup.com/whats-in-store-for-retirement-accounts-in-2021/
LAKEPOINTADVISORYGROUP.COM
What’s In Store for Retirement Accounts in 2021?
Almost everything we do has some type of a preparation process or warm-up routine. From playing golf to driving a car, every activity has certain steps that should be taken before you begin, and retirement is no different.
https://www.lakepointadvisorygroup.com/warming-up-for-retirement/
LAKEPOINTADVISORYGROUP.COM
Warming Up for Retirement
We understand that some retirement and financial subjects can be confusing. But knowledge is power and having information from a trusted source is a great first step in becoming confident about your retirement planning.
One such subject that we hear from our clients might be overwhelming is Medicare.
To clear-up some of the confusion, subject matter experts Tanya Boyd and Chris Renfro of Tanya Boyd & Associates joined in a panel discussion with us to answer many great questions from our clients on the subject.
Be on the lookout for a replay of this very popular webinar!
Just like every good Thanksgiving recipe, your retirement plan needs to be well thought out and contain the right ingredients in just the right amounts.
https://www.lakepointadvisorygroup.com/your-retirement-recipe/
LAKEPOINTADVISORYGROUP.COM
Your Retirement Recipe
Whether it’s physical, mental, or social stimulation you’re looking for in retirement, gardening can be an answer.
https://www.lakepointadvisorygroup.com/the-benefits-of-gardening-2/
LAKEPOINTADVISORYGROUP.COM
The Benefits of Gardening
All Lake Point Advisory Group offices will be closed Thursday, November 26th, as we spend time with families and friends to truly pause and reflect on all the many things we have to be thankful for in this very difficult year.
At the top of our gratitude list are our valued clients. We truly appreciate our relationship with each and every one.
Lake Point Wealth Management will be available by phone during market hours on Friday, November 27th, 8:30am-12:00pm central.
We will resume normal business hours on Monday, November 30th.
All Lake Point Advisory Group offices will be closed Thursday, November 26th, as we spend time with families and friends to truly pause and reflect on all the many things we have to be thankful for in this very difficult year.
At the top of our gratitude list are our valued clients. We truly appreciate our relationship with each and every one.
Lake Point Wealth Management will be available by phone during market hours on Friday, November 27th, 8:30am-12:00pm central.
We will resume normal business hours on Monday, November 30th.
All Lake Point Advisory Group offices will be closed Thursday, November 26th, as we spend time with families and friends to truly pause and reflect on all the many things we have to be thankful for in this very difficult year.
At the top of our gratitude list are our valued clients. We truly appreciate our relationship with each and every one.
Lake Point Wealth Management will be available by phone during market hours on Friday, November 27th, 8:30am-12:00pm central.
We will resume normal business hours on Monday, November 30th.
Whatever your Thanksgiving is like this year, it’s a good time to think about how you express gratitude.
https://www.lakepointadvisorygroup.com/charitable-giving-before-the-years-end/
LAKEPOINTADVISORYGROUP.COM
Time to Give Thanks: Charitable Giving Before the Year’s End
Thank you, Danielle Johnson, for bringing the Christmas spirit into the Lake Point Advisory Group home office! This year especially, we can all use the joy, peace and merriment the season brings.
It’s a busy time of year when finances can take a back seat, but don’t wait to review your tax situation.
https://www.lakepointadvisorygroup.com/help-lower-your-2020-tax-bill/
LAKEPOINTADVISORYGROUP.COM
4 Things You Can Do By the End of the Year to Help Lower Your 2020 Tax Bill
Did you know an average 65-year-old couple retiring today will need an estimated $285,000 to cover their healthcare costs? There may be ways to help save so, don’t miss these end of year healthcare deadlines.
https://www.lakepointadvisorygroup.com/dont-miss-these-end-of-year-healthcare-deadlines/
LAKEPOINTADVISORYGROUP.COM
Don’t Miss These End of Year Healthcare Deadlines
Hygge (pronounced “hoo-ga”) isn’t a new brand of almond milk or a type of yoga; it’s a Danish lifestyle practice aimed at coziness, contentment, and well-being.
https://www.lakepointadvisorygroup.com/what-is-hygge/
LAKEPOINTADVISORYGROUP.COM
What is Hygge and How Can It Help You Survive Winter?
Dr. Martin Luther King, Jr said, "Life's most persistent and urgent question is, 'What are you doing for others?'"
At Lake Point Advisory Group, we get how challenging this year has been for all of us. And while we have much to rejoice for in this Holiday Season, we also recognize that for some, Christmas can magnify hardships and loss. So our team got together and provided some needed gifts to a deserving family. Merry Christmas to all!
In our very special December Food For Thought, we had a baking blast with Fancy Cakes by Lauren! Lauren and Lake Point Advisory Group advisor Ken Jones hosted a fun and festive holiday baking webinar. They decorated cupcakes, gave tips on decorating gingerbread houses, and made good ole monkey bread! Watch our replay at https://youtu.be/4HIgQUVyfI0 along with friends and family, together or across the country, and try your hand at these awesome desserts! You’ll be glad you did!
YOUTUBE.COM
December Food For Thought - Desserts That WOW with Our Very Own Food Network Champ!
The end of the year is a good time to reflect on 2020, how your financial situation may have changed, and your goals for next year.
https://www.lakepointadvisorygroup.com/time-to-review-your-investment-plan/
LAKEPOINTADVISORYGROUP.COM
Time to Review Your Investment Plan
We had a lot fun with Lauren Kitchens of Fancy Cakes by Lauren in our December Food For Thought! We had so much positive feedback, we are going to make the replay available as soon as possible so you can use the ideas that Lauren shared to enjoy a little baking and decorating over the Holiday! Be on the lookout! (and our advisor Ken looks pretty good in an apron, don't you think?)
When your loved ones start handing out their lists, it may be a good time to prepare some financially savvy gift ideas for friends and family.
https://www.lakepointadvisorygroup.com/financially-savvy-gifts-for-friends-and-family/
LAKEPOINTADVISORYGROUP.COM
Financially Savvy Gifts for Friends and Family
Only 28% of Americans will make New Year’s resolutions that are financial in nature... Perhaps more should – retirement requires significant planning and there is no better time to start than at the beginning of a new year.
https://www.lakepointadvisorygroup.com/3-easy-ways-to-get-on-track-for-2021-beyond/
LAKEPOINTADVISORYGROUP.COM
3 Easy Ways To Get On-Track for 2021 & Beyond
Christmas is a time of giving, and we’d like to give a huge thank you to all of our valued relationships. We've stuck together and we will thrive!
Thank you and Merry Christmas! May your holiday be blessed with the love and warmth of family and friends.
Rather than continue to fill your house (or someone else’s) with new objects, consider these gift ideas.
https://www.lakepointadvisorygroup.com/gifts-for-those-who-dont-need-anything/
LAKEPOINTADVISORYGROUP.COM
Gifts For Those Who Don't Need Anything
On Thursday, December 24th, Lake Point Wealth Management will be available by phone during market hours 8:30am-12:00pm central.
On Friday, December 25th, All Lake Point Advisory Group offices will be closed as we spend time with families and friends to truly pause and reflect on all the many things we have to be thankful for in this very difficult year.
On Monday, December 28th, we will resume normal business hours
There are some goals everyone should have on their list...
https://www.lakepointadvisorygroup.com/whats-your-new-years-resolution/
LAKEPOINTADVISORYGROUP.COM
What’s Your New Year’s Resolution?
The Lake Point Advisory Group Family Wishes You and Your Family a Happy & Prosperous New Year!
Today, we are celebrating the new year with family and friends. (And eating black eyed peas for good luck this time around!)
We look forward to seeing you in the new year and, as always, we truly value our relationship with you and the trust you have in our firm to help you reach your financial goals.
Today, Thursday, December 31st, our offices will close at 3:00pm central. Tomorrow, all Lake Point Advisory Group offices will be closed as we ring in the new year and celebrate with family and friends.
On Monday, January 4th, we will resume normal business hours.
The whole world has a lot to look forward to in 2021…Here are four reasons to be optimistic about this year.
https://www.lakepointadvisorygroup.com/4-reasons-to-be-optimistic-about-2021/
LAKEPOINTADVISORYGROUP.COM
4 Reasons to Be Optimistic About 2021
Retirement is different for everyone, and it’s a big decision to make. Take the time to decide if you will retire in 2021 by answering these three questions.
https://www.lakepointadvisorygroup.com/ready-to-retire-in-2021-ask-yourself-these-3-questions/
LAKEPOINTADVISORYGROUP.COM
Ready to Retire in 2021? Ask Yourself These 3 Questions
Did you know that there are places in the world where there is an unusually high number of people living into their 90’s and even 100’s?
https://www.lakepointadvisorygroup.com/create-your-own-blue-zone-in-2021/
LAKEPOINTADVISORYGROUP.COM
Create Your Own Blue Zone in 2021
After an eventful 2020, let’s look at what’s in store for us in 2021.
https://www.lakepointadvisorygroup.com/whats-in-store-for-us-in-2021/
LAKEPOINTADVISORYGROUP.COM
What’s In Store For Us in 2021?
A comprehensive retirement plan tailored specifically to your situation could have a major impact on your retirement: It may help you avoid common retirement pitfalls and mitigate risks.
https://www.lakepointadvisorygroup.com/3-retirement-challenges-you-can-plan-for/
LAKEPOINTADVISORYGROUP.COM
3 Retirement Challenges You Can Plan For
Now that President Biden has been sworn in and the Senate is evenly split between Republicans and Democrats, it’s time to consider what tax policy changes could be coming.
https://www.lakepointadvisorygroup.com/3-reasons-to-review-your-tax-strategy/
LAKEPOINTADVISORYGROUP.COM
3 Reasons to Review Your Tax Strategy
We are on the grow! Taking care of our client family is very important to us. To help us in that pursuit, we warmly welcome Client Services Coordinator, Annisa Turner, to the Lake Point Advisory Group team!
You don’t necessarily have to spend a fortune to create a home gym if your gym is closed. Check out our tips for working out at home in today's blog!
https://www.lakepointadvisorygroup.com/3-at-home-work-outs/
LAKEPOINTADVISORYGROUP.COM
3 At Home Work-Outs
A special THANK YOU to US Olympic gold medalist, Earl Young, for inspiring our Lake Point Advisory Group team! Mr. Young was the 1960 US Olympic gold medalist in the 4x400 relay event in Rome. He also overcame Acute Myeloid Leukemia after an unexpected diagnosis in 2011. A true hero, Earl inspired our team to come out of the blocks of 2021 with high hopes and big aspirations for ourselves and our valued client family.
You might expect your tax burden to decrease in retirement – after all, you’re no longer receiving a paycheck that incurs income tax, the payroll tax, and Medicare tax. However, your income in retirement could be significant...
https://www.lakepointadvisorygroup.com/concerned-about-taxes-on-your-retirement-account/
LAKEPOINTADVISORYGROUP.COM
Concerned About Taxes On Your Retirement Account?
Happy birthday to one of the best in the retirement planning business, David Maxwell! Financial Advisor, devoted husband, family man, and bluebonnets lover. Proud you’re part of the Lake Point Advisory Group team!
At almost 95 years old, Queen Elizabeth II works a full week and carries out more public engagements than many of the younger royals. How does she maintain her energy in her old age and manage to accomplish so much?
https://www.lakepointadvisorygroup.com/queen-elizabeths-best-practices/
LAKEPOINTADVISORYGROUP.COM
Queen Elizabeth’s Best Practices
We love being able to add to our team! Welcome Marketing Intern, Camron Dowlatshahi, to Lake Point Advisory Group!
We are on the grow! Taking care of our client family is very important to us. To help us in that pursuit, we warmly welcome Client Services Coordinator, Annisa Turner, to the Lake Point Advisory Group team!
If you’ve accumulated more possessions than you need over the years, consider these strategies for decluttering your home.
https://www.lakepointadvisorygroup.com/you-dont-have-to-downsize-to-declutter-2/
LAKEPOINTADVISORYGROUP.COM
You Don’t Have to Downsize to Declutter
We love our Lake Point Advisory Group teammates because they truly are the hearts behind our great client service. Our people are what set us apart. And they have birthdays! Which means... Nothing Bundt Cakes!! Happy birthdays to Lauren and David!
You might expect your tax burden to decrease in retirement – after all, you’re no longer receiving a paycheck that incurs income tax, the payroll tax, and Medicare tax. However, your income in retirement could be significant...
https://www.lakepointadvisorygroup.com/concerned-about-taxes-on-your-retirement-account/
LAKEPOINTADVISORYGROUP.COM
Concerned About Taxes On Your Retirement Account?
Happy birthday to one of the best in the retirement planning business, David Maxwell! Financial Advisor, devoted husband, family man, and bluebonnets lover. Proud you’re part of the Lake Point Advisory Group team!
At almost 95 years old, Queen Elizabeth II works a full week and carries out more public engagements than many of the younger royals. How does she maintain her energy in her old age and manage to accomplish so much?
https://www.lakepointadvisorygroup.com/queen-elizabeths-best-practices/
LAKEPOINTADVISORYGROUP.COM
Queen Elizabeth’s Best Practices
We love being able to add to our team! Welcome Marketing Intern, Camron Dowlatshahi, to Lake Point Advisory Group!
Whether it’s by spending time with your spouse or loved ones, sending cards to friends and family, or just indulging in chocolates, there’s a lot to love about Valentine’s Day at any age. Consider these 3 reasons to love aging this Valentine’s Day.
https://www.lakepointadvisorygroup.com/3-reasons-to-love-aging-this-valentines-day/
LAKEPOINTADVISORYGROUP.COM
3 Reasons to Love Aging This Valentine’s Day
We had a great discussion for the benefit of our clients in our January Food For Thought when our Investment Committee reviewed 2020 and looked ahead to the 2021 economy and investment markets. If you did not see it, we invite you watch the on-demand replay on our website at https://www.lakepointadvisorygroup.com/on-demand-webinars/.
Fred Rogers, television personality, said, “Anyone who does anything to help a child is a hero to me.”
Please take 30 seconds as you consider the health of your family and, in that heart of gratitude, BE A HERO and write a free Valentine’s day card to a child at St. Jude’s Hospital. They will be so glad you did. You will be so glad you did.
And then share this post so others can BE A HERO, too!
https://www.stjude.org/get-involved/other-ways/valentines-day.html
STJUDE.ORG
Send a free Valentine's Day card to St. Jude kids
Happy birthday to our founder, leader, inspiration and very heart of our client-first approach! Happy birthday, Reid Johnson!
The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) recently had its one-year anniversary – here are 3 ways the SECURE Act could affect your retirement.
https://www.lakepointadvisorygroup.com/3-ways-the-secure-act-could-affect-your-retirement/
LAKEPOINTADVISORYGROUP.COM
3 Ways the SECURE Act Could Affect Your Retirement
If you’ve accumulated more possessions than you need over the years, consider these strategies for decluttering your home.
https://www.lakepointadvisorygroup.com/you-dont-have-to-downsize-to-declutter-2/
LAKEPOINTADVISORYGROUP.COM
You Don’t Have to Downsize to Declutter
Many people assume that they should downsize in retirement or move to a less expensive area of the country. But what about those who want to stay put?
https://www.lakepointadvisorygroup.com/3-way-to-improve-aging-at-home/
LAKEPOINTADVISORYGROUP.COM
3 Way to Improve Aging At Home
Severe winter weather continues to impact the DFW area and much of Texas. With the safety of our employee-family in mind, our offices remain closed.
Experience and capability enhancements provide our team with full functionality while working remotely. However, due to lingering sporadic power outages around the area, the phone system may cause gaps, so please use email as a primary means of communicating.
There are fellow Texans without power, without heat and some without water. Our thoughts and prayers are with them as we battle through these circumstances together.
Thank you for your patience. Stay safe and warm.
W3.ORG
www.w3.org
Planning for retirement is never a “set it and forget it” activity. There are unexpected disasters, market drops, and changing laws that invariably cause retirees to reevaluate their plans of action.
https://www.lakepointadvisorygroup.com/3-recent-events-that-could-show-the-future-of-your-finances/
LAKEPOINTADVISORYGROUP.COM
3 Recent Events That Could Show the Future of Your Finances
In light of historic winter weather impacting the DFW region, our headquarters remain closed. Limited staff with power at home are working remotely answering email and voicemail during business hours. Due to sporadic power outages around the area, the phone system may be periodically unable to answer, please use email as a primary means of communicating.
We will continue monitoring hazardous weather conditions for the next couple of days and update you as situations change. Thank you for your patience. Stay safe and warm.
Financial markets are closed in observance of President’s Day. The winter storm, power outages and icy conditions have our headquarters unable to open. That said, we are available to you by phone and email with employees safely working from home. Stay safe and warm, Everyone!
Happy Valentine's Day! Please take just a minute to write a free Valentine’s day card to a child at St. Jude’s Hospital. They will be so glad you did. You will be so glad you did.
And then share this post so others can BE A HERO, too!
https://www.stjude.org/get.../other-ways/valentines-day.html
There are many ways your advisor can help you this tax season – here are just a few in today's blog!
https://www.lakepointadvisorygroup.com/3-ways-your-advisor-can-help-you-this-tax-season/
LAKEPOINTADVISORYGROUP.COM
3 Ways Your Advisor Can Help You This Tax Season
Many people assume that they should downsize in retirement or move to a less expensive area of the country. But what about those who want to stay put?
https://www.lakepointadvisorygroup.com/3-way-to-improve-aging-at-home/
LAKEPOINTADVISORYGROUP.COM
3 Way to Improve Aging At Home
Severe winter weather continues to impact the DFW area and much of Texas. With the safety of our employee-family in mind, our offices remain closed.
Experience and capability enhancements provide our team with full functionality while working remotely. However, due to lingering sporadic power outages around the area, the phone system may cause gaps, so please use email as a primary means of communicating.
There are fellow Texans without power, without heat and some without water. Our thoughts and prayers are with them as we battle through these circumstances together.
Thank you for your patience. Stay safe and warm.
W3.ORG
www.w3.org
Planning for retirement is never a “set it and forget it” activity. There are unexpected disasters, market drops, and changing laws that invariably cause retirees to reevaluate their plans of action.
https://www.lakepointadvisorygroup.com/3-recent-events-that-could-show-the-future-of-your-finances/
LAKEPOINTADVISORYGROUP.COM
3 Recent Events That Could Show the Future of Your Finances
In light of historic winter weather impacting the DFW region, our headquarters remain closed. Limited staff with power at home are working remotely answering email and voicemail during business hours. Due to sporadic power outages around the area, the phone system may be periodically unable to answer, please use email as a primary means of communicating.
We will continue monitoring hazardous weather conditions for the next couple of days and update you as situations change. Thank you for your patience. Stay safe and warm.
Financial markets are closed in observance of President’s Day. The winter storm, power outages and icy conditions have our headquarters unable to open. That said, we are available to you by phone and email with employees safely working from home. Stay safe and warm, Everyone!
Happy Birthday to our fearless leader and cultural architect, CEO, Joshua Wilson! (And, #GoPokes - where Joshua is a PhD candidate with a research interest in Behavioral Finance & Economics).
Will your tax burden dramatically decrease in retirement once you stop receiving a paycheck? Maybe not – maybe it will increase. Let's look at 3 reasons that could happen in today's blog.
https://www.lakepointadvisorygroup.com/tax-burden-increase-in-retirement/
LAKEPOINTADVISORYGROUP.COM
3 Reasons Your Tax Burden Could Actually Increase In Retirement
Today is #EmployeeAppreciationDay, and our Employees are the best in financial services! Why? Because they give their all for our client family. So to all of our teammates, thank you for all you do and for your outstanding work. We appreciate you.
If there's a fraudulent charge on your credit card, there is recourse – but what about your 401(k)? Here are three steps you can take to help protect your retirement savings from cyber threats.
https://www.lakepointadvisorygroup.com/protect-your-retirement-savings-from-cyber-threats/
LAKEPOINTADVISORYGROUP.COM
Protect Your Retirement Savings From Cyber Threats
We continue to add to our team as we strive to best serve our client family! Welcome Anna Apodaca, Lead Wealth Planner, to Lake Point Advisory Group!
Anna has a strong passion for the financial planning process and works with clients to create strategies that help them live comfortably and retire with confidence.
Read more about Anna at https://www.lakepointadvisorygroup.com/meet-our-team/
Welcome to the team, Anna!
Our clients learned so much in our "What You Need to Know NOW About Property & Casualty Insurance" discussion with Lindsey Collins at Clear Insurance Services, LLC last Friday! Be on the lookout for the replay!
Happy Birthday to our fearless leader and cultural architect, CEO, Joshua Wilson! (And, #GoPokes - where Joshua is a PhD candidate with a research interest in Behavioral Finance & Economics).
Will your tax burden dramatically decrease in retirement once you stop receiving a paycheck? Maybe not – maybe it will increase. Let's look at 3 reasons that could happen in today's blog.
https://www.lakepointadvisorygroup.com/tax-burden-increase-in-retirement/
LAKEPOINTADVISORYGROUP.COM
3 Reasons Your Tax Burden Could Actually Increase In Retirement
Technology has transformed how we live over the last 30 years, and there’s no telling how it will change life by 2050. Here are some predictions for how your retirement in 2050 could look.
LAKEPOINTADVISORYGROUP.COM
How Could Life Be Different in 2050?
Working in retirement can have implications for Social Security benefits, taxes, and healthcare. So, if you’re planning to work longer or in retirement, know these four rules.
https://www.lakepointadvisorygroup.com/rules-for-working-while-in-retirement/
LAKEPOINTADVISORYGROUP.COM
Are You Planning to Work Longer or in Retirement? Know These Four Rules
Today is #EmployeeAppreciationDay, and our Employees are the best in financial services! Why? Because they give their all for our client family. So to all of our teammates, thank you for all you do and for your outstanding work. We appreciate you.
If there's a fraudulent charge on your credit card, there is recourse – but what about your 401(k)? Here are three steps you can take to help protect your retirement savings from cyber threats.
https://www.lakepointadvisorygroup.com/protect-your-retirement-savings-from-cyber-threats/
LAKEPOINTADVISORYGROUP.COM
Protect Your Retirement Savings From Cyber Threats
We continue to add to our team as we strive to best serve our client family! Welcome Anna Apodaca, Lead Wealth Planner, to Lake Point Advisory Group!
Anna has a strong passion for the financial planning process and works with clients to create strategies that help them live comfortably and retire with confidence.
Read more about Anna at https://www.lakepointadvisorygroup.com/meet-our-team/
Welcome to the team, Anna!
Our clients learned so much in our "What You Need to Know NOW About Property & Casualty Insurance" discussion with Lindsey Collins at Clear Insurance Services, LLC last Friday! Be on the lookout for the replay!
It’s important to be mindful of how you can avoid ageism in retirement – because it turns out that age does come before beauty.
https://www.lakepointadvisorygroup.com/age-does-come-before-beauty/
LAKEPOINTADVISORYGROUP.COM
Age Does Come Before Beauty
Just because you’re older doesn’t mean you don’t have more milestones to hit. Starting at age 50, several birthdays and “half-birthdays” are critical to understand because they have implications for your retirement.
https://www.lakepointadvisorygroup.com/are-you-close-to-an-important-birthday/
LAKEPOINTADVISORYGROUP.COM
Are You Close to An Important Birthday?
Technology has transformed how we live over the last 30 years, and there’s no telling how it will change life by 2050. Here are some predictions for how your retirement in 2050 could look.
LAKEPOINTADVISORYGROUP.COM
How Could Life Be Different in 2050?
Working in retirement can have implications for Social Security benefits, taxes, and healthcare. So, if you’re planning to work longer or in retirement, know these four rules.
https://www.lakepointadvisorygroup.com/rules-for-working-while-in-retirement/
LAKEPOINTADVISORYGROUP.COM
Are You Planning to Work Longer or in Retirement? Know These Four Rules
Today is #EmployeeAppreciationDay, and our Employees are the best in financial services! Why? Because they give their all for our client family. So to all of our teammates, thank you for all you do and for your outstanding work. We appreciate you.
If there's a fraudulent charge on your credit card, there is recourse – but what about your 401(k)? Here are three steps you can take to help protect your retirement savings from cyber threats.
https://www.lakepointadvisorygroup.com/protect-your-retirement-savings-from-cyber-threats/
LAKEPOINTADVISORYGROUP.COM
Protect Your Retirement Savings From Cyber Threats
We’ve entered a full year of living with the pandemic, and there have been several events during the year that could affect you this tax season. Here are 5 things to know about COVID and your taxes.
https://www.lakepointadvisorygroup.com/5-things-to-know-about-covid-and-your-taxes/
LAKEPOINTADVISORYGROUP.COM
5 Things to Know About COVID and Your Taxes
It’s important to be mindful of how you can avoid ageism in retirement – because it turns out that age does come before beauty.
https://www.lakepointadvisorygroup.com/age-does-come-before-beauty/
LAKEPOINTADVISORYGROUP.COM
Age Does Come Before Beauty
Just because you’re older doesn’t mean you don’t have more milestones to hit. Starting at age 50, several birthdays and “half-birthdays” are critical to understand because they have implications for your retirement.
https://www.lakepointadvisorygroup.com/are-you-close-to-an-important-birthday/
LAKEPOINTADVISORYGROUP.COM
Are You Close to An Important Birthday?
Technology has transformed how we live over the last 30 years, and there’s no telling how it will change life by 2050. Here are some predictions for how your retirement in 2050 could look.
LAKEPOINTADVISORYGROUP.COM
How Could Life Be Different in 2050?
Working in retirement can have implications for Social Security benefits, taxes, and healthcare. So, if you’re planning to work longer or in retirement, know these four rules.
https://www.lakepointadvisorygroup.com/rules-for-working-while-in-retirement/
LAKEPOINTADVISORYGROUP.COM
Are You Planning to Work Longer or in Retirement? Know These Four Rules
Today is #EmployeeAppreciationDay, and our Employees are the best in financial services! Why? Because they give their all for our client family. So to all of our teammates, thank you for all you do and for your outstanding work. We appreciate you.
