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Blog

CrestPoint Wealth Management wants the best for our clients. We’ve written some articles to get you thinking about your financial stability.

Featured

COVID-19 Week Six Update

April 22, 2020

COVID-19 Week Six Update

April 22, 2020

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April 22, 2020

COVID-19 Week Five Update

April 22, 2020

COVID-19 Week Five Update

April 22, 2020

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April 22, 2020

COVID-19 Week Four Update

April 22, 2020

COVID-19 Week Four Update

April 22, 2020

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April 22, 2020

COVID-19 Week Three Update

April 22, 2020

COVID-19 Week Three Update

April 22, 2020

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April 22, 2020

COVID-19 Week Two Update

April 22, 2020

COVID-19 Week Two Update

April 22, 2020

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April 22, 2020

COVID-19 Week One Update

April 22, 2020

COVID-19 Week One Update

April 22, 2020

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April 22, 2020

Video Tour of Our Office

February 3, 2020

Video Tour of Our Office

February 3, 2020

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February 3, 2020

One of the Worst Business Deals of All Time

June 4, 2019

One of the Worst Business Deals of All Time

June 4, 2019

You probably haven’t heard of Ron Wayne. Except for a poorly calculated business decision in the 1970s, Wayne would probably be a household name, along with some of the biggest titans of American business.

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June 4, 2019

March 4, 2019

It’s the End of the World as We Know It and I Feel Fine

March 4, 2019

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March 4, 2019

February 6, 2019

Market Volatility Got You Down?

February 6, 2019

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February 6, 2019

A Life Well Lived

August 6, 2018

A Life Well Lived

August 6, 2018

You may have noticed that I’ve taken a brief hiatus from blogging for the past few months. The first half of 2018 was an eventful one to say the least. Two days after Christmas, my father suffered a stroke. He was hospitalized for about a week, and after wasting away for a few months, he died just short of his eighty-third birthday.

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August 6, 2018

Are You in the Sandwich Generation, or is This All Just a Bunch of Baloney?

February 12, 2018

Are You in the Sandwich Generation, or is This All Just a Bunch of Baloney?

February 12, 2018

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February 12, 2018

January 30, 2018

3 Reasons Why You Need a Financial Plan

January 30, 2018

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January 30, 2018

December 5, 2017

How Do I Protect My Family?

December 5, 2017

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December 5, 2017

December 2, 2017

Tips for Retirement Savings in your Thirties

December 2, 2017

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December 2, 2017

November 27, 2017

It's Time to Get Serious

November 27, 2017

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November 27, 2017

October 17, 2017

I Have My First “Real” Job—What Should I Do to Make Sure I’m On the Right Track to Meet My Financial Goals?

October 17, 2017

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October 17, 2017

October 12, 2017

Don't Let Student Loan Debt Keep You Captive

October 12, 2017

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October 12, 2017

October 9, 2017

We Recently Got Married or Had Kids…What Kind of Basic Planning Should We Be Doing?

October 9, 2017

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October 9, 2017

August 22, 2017

Our Children Have Been Scammed!

August 22, 2017

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August 22, 2017

July 6, 2017

Is 70 the New 60?

July 6, 2017

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July 6, 2017

June 14, 2017

Alternative Investments: What You Need to Know

June 14, 2017

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June 14, 2017

Stay-At-Home Spouses: Too Valuable to Underestimate

May 26, 2017

Stay-At-Home Spouses: Too Valuable to Underestimate

May 26, 2017

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May 26, 2017

chimney sweeps.jpg

May 10, 2017

The Chimney Sweep and Financial Planning: Are You Taking Care of Your Family?

May 10, 2017

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May 10, 2017

If navigating the waters of finance seems troubling, CrestPoint Wealth would love to schedule an annual review with you!

May 2, 2017

If navigating the waters of finance seems troubling, CrestPoint Wealth would love to schedule an annual review with you!

May 2, 2017

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May 2, 2017

April 12, 2017

What Return Do You Really Need to Earn on Your Investments?

April 12, 2017

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April 12, 2017

March 21, 2017

Four Simple Ways to Teach Kids About Money

March 21, 2017

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March 21, 2017

March 8, 2017

The Life Cycle of Bull Markets

March 8, 2017

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March 8, 2017

© 2022 CrestPoint Wealth Management

Financial professionals may only contact business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker dealer, Member FINRA (finra.org) /SIPC (sipc.org). Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and CrestPoint are not affiliated.