Call us: 480-987-2700
Subscribe to our content
about-me-logofacebook-logolinkedin-logogoogle plus.jpgtwitter_logo.jpgPinterest Logo


Career Business Bonuses Salary 401(k) Taxes Profit Planning Investments
Family Divorce Marriage Engagement Education Home Life Insurance Savings
Wealth Distribution Charity Gifting Inheritance Family Trust Tax
Retirement Travel Leisure Income Longevity Medical Planning
When will you reach your next Turning Pointe?


A 3-Pronged Strategy for Maximizing the Value of Your Year-End Bonus

photo by Frank Lindecke

Read on

By Kimberly Rotter with Keith Klein

A year-end bonus from an employer is not a chance jackpot. It’s an opportunity to build even more financial security than comes with the bi-weekly paycheck.

If you are fortunate enough to receive a year-end bonus, maximize its value by thinking carefully about how best to use it. Making good decisions about finances now will lead to many years of benefits and eventual financial security.

Financial Health Quiz - The Federal Reserve Bank of St. Louis

Keeping Last-Minute Holiday Spending Under Control

TaxCredits. net by Keith Klein


With all merriment of the fast-approaching holidays, it’s easy to let the last minute shopping get away from you. You’ve seen the footage on the news.and even been in the middle of it. You stood in the lines, and circled the parking lots for that elusive spot. Holiday shopping can be downright madness at times; in fact, you don't need to even get in your car and go to the mall to feel the pressure and urges, a half hour with your laptop or tablet can put you in the same frame of mind.

5 Ways to Attain True Financial Grit

True Grits.jpg


– by Keith Klein


It’s 10pm and I walked into my son’s room to find him completely frustrated by his Algebra homework. “I keep getting the wrong answer, Dad.” Although he really wanted a high grade on the following Friday’s quiz, he was ready to give up.  So, I sat down with him and we started over – from scratch. He stuck with it, and the next thing we knew, the light bulb switched on, and it was easy. He will always remember FOIL.

On my way to bed that night, I thought about the hard lessons that I have learned in my life, and wondered: if everything came easily to me, what would my life look like today? Trials, hardships and the struggle to remain true to ourselves can be the grit that polishes us.

Dr. Angela Duckworth from the University of Pennsylvania has been studying the concept of Grit.  She defines Grit as “the tendency to sustain interest in and effort toward very long-term goals.”  

6 Signs You're Behind the Financial Times

dinosaur-17.jpgby Maryalene Laponsie | Money Rates Columnist

Originally published on

There's a lot to be said for tried and true financial practices. However, many of the money habits of your youth may have outlived their usefulness by now.

If any of the following statements ring true for you, it may be time to seek easier, more convenient or more profitable ways to manage your money. Here are six signs you're behind the financial times -- and why you might want to catch up.

Organizing: Review Your Budget

[Infographic] Save or Shred?

The 5 Types of Financial Records: Creating Order from Chaos

clock.jpgby Keith Klein


Educate teens on the importance creating and following a budget

Teen Financial Education.jpgEducate teens on the importance creating and following a budget

by Keith Klein

The current economic environment has caused many families to reconsider their savings and budgets, with some seeing the need for drastic changes. For instance, as their high school students approach college, many families realize that belts need to be tightened in order for their savings to fully fund the upcoming college tuition, books and other expenses, in addition to rising family expenses.

Video on Budgeting and Relationships



Syndicate content

Investment Advisory Services Offered Through CUE Financial Group, Inc. a SEC Registered Investment Advisor.  Securities Offered Through Foothill Securities Inc., Member FINRA & SIPC.  Foothill Securities, CUE Financial and Turning Pointe Wealth Management are not affiliated.

Website Design For Financial Services Professionals | Copyright 2020 All rights reserved