Am I On Track to Retire?

The only way to retire with financial security is by saving for retirement ASAP.  Although setting aside retirement savings is a solid start in the right direction, making sure you’re saving enough toward your retirement goal is just as important. Once you’ve decided how much you’ll contribute to your retirement fund, you’ll be closer to…

5 Year Rule

Ok, I’ll keep this one simple. Last year we had a total of 2188 appointments scheduled. Some calls developed into a business, some developed into a 15-minute education session, and others turned into nothing. We’re happy to help! As you might know, at Take Point Wealth we are all number crunchers and analyze data from…