YOUR GUIDE TO YEAR-END FINANCIAL PLANNING: A 10-POINT CHECKLIST
Posted by Viewpoint Financial Network on Tue, 10/19/2021 - 07:42
Use this helpful planning guide to start organizing your finances and identify the issues that affect you most.
TO BUY OR NOT TO BUY . . . WHEN DO YOU NEED LIFE INSURANCE?
Posted by Viewpoint Financial Network on Sat, 09/18/2021 - 17:14
Learn how various stages of life can affect your life insurance needs.
A CRASH COURSE IN 529 PLANS AND THEIR IMPACT ON FINANCIAL AID
Posted by Viewpoint Financial Network on Fri, 08/13/2021 - 00:10
When you understand how to take full advantage of a 529 plan, it can be a powerful college savings tool.
ESTATE PLANNING FOR LGBTQ+ MARRIED COUPLES
Posted by Viewpoint Financial Network on Thu, 07/15/2021 - 23:25
After the historic Obergefell decision, it’s important for LGBTQ+ couples to comprehensively review their estate plan.
UNSURE WHEN TO CLAIM SOCIAL SECURITY? TIMING HAS ITS BENEFITS
Posted by Viewpoint Financial Network on Tue, 06/08/2021 - 23:16
When it comes to the amount of your social security benefits, you have a choice in the matter.
DOES YOUR CREDIT NEED REPAIRING?
Posted by Viewpoint Financial Network on Sat, 05/15/2021 - 09:08
After a tumultuous financial year, follow these suggestions to get your credit in tip-top shape.
TO KEEP OR NOT TO KEEP: A GUIDE TO COMMON RECORDS-RETENTION QUESTIONS
Posted by Viewpoint Financial Network on Mon, 04/19/2021 - 06:52
If you’re wondering whether to hold onto some common financial documents, follow these record-keeping rules of thumb.
TERRY & JODY GIVENS ARE COMING TO THE RESCUE!
Posted by Viewpoint Financial Network on Thu, 04/08/2021 - 22:48
Terry and Jody Givens have been going to the cabin in the Sierras for over 47 years, but when their friends gave them the opportunity to purchase the property in 2013, they knew it was something they had to do.
A STARTER GUIDE TO SELLING YOUR HOUSE
Posted by Viewpoint Financial Network on Wed, 03/10/2021 - 22:30
If you’re getting ready to sell your home, know the steps you need to take before finalizing the deal.
INVESTMENTNEWS 2021 BEST PLACES TO WORK FOR FINANCIAL ADVISORS
Posted by Viewpoint Financial Network on Mon, 03/01/2021 - 08:00
Viewpoint Financial Network has been recognized as a 2021 Best Places to Work for Financial Advisers as announced by InvestmentNews today!