SharpePoint Private Client Group

September is Life Insurance Awareness Month

As life changes, your financial plan should evolve with it. Reviewing your life insurance coverage can help ensure it continues to align with the people, priorities, and long-term goals that matter most.

Commitment. Clarity. Confidence.

Beneficiary Basics | Per Stirpes vs. Per Capita

A small distinction that can make a big difference in how your assets are passed on. Understanding your beneficiary designations helps keep your plan aligned with your wishes.

Commitment. Clarity. Confidence.

Never Forget. 🇺🇸

Today, we honor the lives lost on September 11, 2001, the heroes who answered the call, and the families forever impacted.

May we always remember the courage, sacrifice, and unity shown in the face of unimaginable tragedy.

September 11, 2001 Never Forget.

Commitment. Clarity. Confidence.

Financial Term Tuesday | Roth Conversion

A Roth conversion involves moving funds from a traditional retirement account, such as a Traditional IRA or eligible retirement plan, into a Roth IRA. The amount converted is generally included in taxable income for the year of the conversion.

A Roth conversion may be worth considering as part of a broader retirement and tax-planning strategy, but it isn’t appropriate for everyone. Tax rates, income, time horizon, and your overall financial situation should all be considered before making a decision.

Consult with your financial and tax professionals to determine whether a Roth conversion is appropriate for your individual circumstances.

Investment advisory services offered through SharpePoint, LLC, a Registered Investment Advisor.

Happy Labor Day from all of us at SharpePoint! 🇺🇸

Today, we recognize the hard work, dedication, and contributions of workers across our communities. We hope you and your family enjoy a safe and relaxing holiday.

Our office will resume normal business hours tomorrow, September 8.

Commitment. Clarity. Confidence.

A thoughtful financial strategy starts with understanding what matters most to you.

At SharpePoint, we work with clients to develop personalized strategies designed around their financial goals and priorities.

Commitment. Clarity. Confidence.

Build for more.

Thoughtful financial planning starts with a strategy built around your goals.

Commitment. Clarity. Confidence.

SharpePoint.com

Investment advisory services offered through SharpePoint, LLC, a registered investment adviser.

Q3 is a good time to check in.

As markets move and life changes, your financial plan should continue to reflect your goals, priorities, and long-term objectives.

Is your plan still aligned with where you’re headed?

Commitment. Clarity. Confidence.

Investment advice offered through SharpePoint, a Registered Investment Adviser.

Financial Term Tuesday | Compound Interest

Compound interest is when interest is earned on both your original amount and previously accumulated interest. Over time, compounding can play an important role in long-term financial growth.

For educational purposes only. Investing involves risk, including possible loss of principal.