According to a 2023 study by the Pew Research Center, back-to-school dates are as early as July in some states, with the highest percentage returning in the middle of August. School tends to start early in the South and later in the Northeast. As the accompanying chart shows, more than two-thirds of students in the East South Central division (AL, KY, MS, TN) went back to school the first week of August. They joined another 19% of students who started classes even earlier. In contrast, in the six New England states, almost no one goes back to school before the last week of August. In the Mid-Atlantic states (NJ, NY, PA), about three-fourths of students won’t hit the books until after Labor Day. Regardless of where you live, back-to-school preparations and shopping sprees are likely top of mind. Good luck to everyone! #BackToSchool
WealthPoint Advisors
Financial Services
Indianapolis, Indiana 123 followers
Securing Tomorrow, Today.
About us
Indianapolis-based WealthPoint Advisors provides fee-only wealth management and financial planning services to high net-worth individuals, retirement plans, corporations and non-profit organizations. As a fee-only Registered Investment Advisor Firm, we are bound by our fiduciary responsibilities to our clients and provide unbiased, personalized counsel. Our wealth management consulting process allows us to become better acquainted with our clients, their current financial status and their future goals. Unlike many financial planners who may gather your information and encourage you to “sign up” for services, we strategically move through the process to ensure we provide the best possible investment advice. We are approved to be one of the exclusive Registered Investment Advisors who is allowed to invest our clients in DFA Funds (Dimensional Fund Advisors). See www.dfaus.com.
- Website
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http://www.wealthpointadv.com
External link for WealthPoint Advisors
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Indianapolis, Indiana
- Type
- Privately Held
- Founded
- 2009
- Specialties
- Wealth Management, Financial Planning, Investment Advice, Retirement Planning, Estate Planning, and Financial Advice
Locations
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Primary
8520 Allison Pointe Blvd
Suite 230
Indianapolis, Indiana 46250, US
Employees at WealthPoint Advisors
Updates
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The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill. #SocialSecurity
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We work with many business owners, and we have found that quite a few are unaware of a new regulation called the Corporate Transparency Act (CTA). In fact, a survey of National Small Business Association (NSBA) members showed that almost 47% of respondents had no idea what the CTA was. What is it? The CTA requires that any business owner with more than a 25% stake in a company, directly or indirectly, must be included in the company's Beneficial Ownership Information (BOI) report. Who needs to file? If you own more than 25% of a company, directly or indirectly (including stockholders, partners, LLC members, etc.), you are a shareholder. Exemptions ➡️ Sole proprietorships and general partnerships typically don't need to file. ➡️ Federally regulated businesses such as publicly traded companies, financial institutions, and insurance companies may be exempt. ➡️ Businesses with a minimum of 20 full-time employees, more than $5 million in revenue, and a substantial footprint in the US may also be exempt. Deadlines Businesses formed before January 1, 2024: The deadline is January 1, 2025 (if you meet the ownership threshold). Businesses formed after January 1, 2024: Deadline: 90 days from receiving approved state business registration. For simple questions, you might find answers on the Financial Crimes Enforcement Network website under Beneficial Ownership Information. We’re providing this information so you can stay up to date on current legislation. It’s not a replacement for real-life guidance, which should come from your tax, legal, or accounting professional. Let us know if you have any questions! We may have resources that can help. #CorporateTransparencyAct #SmallBusiness #Compliance
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As complex as the details of taxes can be, the income tax process is fairly straightforward.
How Income Taxes Work
wealthpointadv.com
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How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.
The Three Keys to a Great Password
wealthpointadv.com
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When families get together during the summer months, it's a wonderful chance to spend quality time reconnecting and discussing important matters, including your financial future. One valuable tool we suggest to our clients is the "family meeting." What is a family meeting? - Clients invite family members to join us for a high-level overview of their financial strategy. - As financial professionals, we can help answer questions about investment approaches, key goals, estate decisions, and more. - We can provide information so that everyone knows where important documents are kept and that we're here to support them. Sometimes, family members are ready to start a relationship with a financial professional or ask for an evaluation of their existing financial strategy. Others just appreciate knowing that their parents' or grandparents' assets are being taken care of and meeting the professionals with whom they have entrusted the management of their personal finances. As your family gathers this summer, consider the benefits of bringing everyone together for a financial family meeting. #FamilyMeeting #FinancialTransparency #EstateManagement #FinancialGoals
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Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
The Financial Literacy Crisis
wealthpointadv.com
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A 2024 survey by Caring.com revealed that only 32% of Americans have a will as part of their estate strategies. Many put it off, thinking it’s too early or they don’t have enough money to need one. Estate management can be complex. So, it can be helpful to consider your estate strategy as an ongoing process. We’ve seen many families negatively impacted by common preparation mistakes. Here are just a few: 1️) Overlooking the benefits (and limitations) of a Financial Power of Attorney or Advance Health Care Directive 2️) Not providing details on how to access digital tools 3️) Not accounting for non-financial assets such as heirlooms, pets, etc. 4️) Not periodically reviewing your estate strategy 5️) Not preparing for the expiration of the Tax Cuts and Jobs Act (TCJA) at the end of 2025. Even if there are no changes to your situation, you may want to meet periodically with your estate team to discuss whether your estate strategy reflects current best practices in estate management. #EstateManagement #LegacyStrategy #PersonalFinance #WealthTransfer
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Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
A House Divided
wealthpointadv.com
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You can help ensure that losing your wallet doesn't turn into something bigger.
What to Do When You Lose Your Wallet
wealthpointadv.com