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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

Apr 22, 2020

COVID-19 Week Six Update

Apr 22, 2020

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Apr 22, 2020

COVID-19 Week Five Update

Apr 22, 2020

COVID-19 Week Five Update

Apr 22, 2020

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Apr 22, 2020

COVID-19 Week Four Update

Apr 22, 2020

COVID-19 Week Four Update

Apr 22, 2020

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Apr 22, 2020

COVID-19 Week Three Update

Apr 22, 2020

COVID-19 Week Three Update

Apr 22, 2020

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Apr 22, 2020

COVID-19 Week Two Update

Apr 22, 2020

COVID-19 Week Two Update

Apr 22, 2020

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Apr 22, 2020

COVID-19 Week One Update

Apr 22, 2020

COVID-19 Week One Update

Apr 22, 2020

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Apr 22, 2020

Video Tour of Our Office

Feb 3, 2020

Video Tour of Our Office

Feb 3, 2020

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Feb 3, 2020

One of the Worst Business Deals of All Time

Jun 4, 2019

One of the Worst Business Deals of All Time

Jun 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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Jun 4, 2019

Mar 4, 2019

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

Mar 4, 2019

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Mar 4, 2019

Feb 6, 2019

Market Volatility Got You Down?

Feb 6, 2019

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Feb 6, 2019

A Life Well Lived

Aug 6, 2018

A Life Well Lived

Aug 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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Aug 6, 2018

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

Feb 12, 2018

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

Feb 12, 2018

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Feb 12, 2018

Jan 30, 2018

3 Reasons Why You Need a Financial Plan

Jan 30, 2018

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Jan 30, 2018

Dec 5, 2017

How Do I Protect My Family?

Dec 5, 2017

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Dec 5, 2017

Dec 2, 2017

Tips for Retirement Savings in your Thirties

Dec 2, 2017

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Dec 2, 2017

Nov 27, 2017

It's Time to Get Serious

Nov 27, 2017

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Nov 27, 2017

Oct 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?

Oct 17, 2017

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Oct 17, 2017

Oct 12, 2017

Don't Let Student Loan Debt Keep You Captive

Oct 12, 2017

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Oct 12, 2017

Oct 9, 2017

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

Oct 9, 2017

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Oct 9, 2017

Aug 22, 2017

Our Children Have Been Scammed!

Aug 22, 2017

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Aug 22, 2017

Jul 6, 2017

Is 70 the New 60?

Jul 6, 2017

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Jul 6, 2017

Jun 14, 2017

Alternative Investments: What You Need to Know

Jun 14, 2017

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Jun 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

Apr 12, 2017

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

Apr 12, 2017

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Apr 12, 2017

Mar 21, 2017

Four Simple Ways to Teach Kids About Money

Mar 21, 2017

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Mar 21, 2017

Mar 8, 2017

The Life Cycle of Bull Markets

Mar 8, 2017

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Mar 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.