Crestpoint Financial Group

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Many people are surprised by just how significant those costs can be. Having a plan in place means more choices and less financial stress when it matters most. Ready to feel more prepared for whatever tomorrow brings? Message me to start your long-term care plans today.

Today, we celebrate Caitlin Kerswell’s 11-year anniversary with Crestpoint Financial Group and Ameriprise. Caitlin’s care, knowledge and commitment make a meaningful difference for clients and colleagues alike. Please join us in congratulating her!

The SALT deduction has changed — and it may affect how much you can deduct and how you plan ahead. This article breaks down what to know now. If you’re considering how these changes fit into your broader financial strategy, we can help.

The state and local tax (SALT) deduction, explained Explore what the SALT deduction is and how you may be able to use it lower your overall tax bill.

Happy National Coffee Day! Whether you start your morning with a simple black coffee or a drink topped with whipped cream and extra flavor, everyone has a favorite way to enjoy their cup.

We're curious... how do you take your coffee?

If you needed help with everyday activities, who would step in? Long-term care planning can help you prepare for future care needs while helping protect the people you love. Message me to talk about how planning today can help protect tomorrow.

One of the things we value most at Crestpoint Financial Group is teamwork.

Every day, our team collaborates behind the scenes, sharing ideas, supporting one another and working together to create a positive experience for the individuals and families we serve.

Different perspectives. Shared purpose. One team.

We're grateful to do what we love alongside people who genuinely enjoy working together.
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Happy first day of fall!

A quick heads-up for retirement savers: rulers are changing.

Starting this year, catch‑up contributions may work differently for certain earners, especially when it comes to Roth accounts. Knowing what’s ahead can help avoid surprises and support smarter planning.

A small update today can make a meaningful difference tomorrow. It may be a good time to revisit your retirement savings strategy.

How new 2026 catch-up contribution rules could impact your finances Understand the tax and savings implications of the new rules for high earners.

Your ability to earn an income is one of your most valuable assets. Employer-sponsored disability coverage may not replace your full earnings if you're unable to work. The good news is that options exist to help protect what you've worked hard to build. Send me a message if you'd like to learn how planning ahead can help.

Lyla is ready to lead our team meeting today!