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When will you reach your next Turning Pointe?


Longevity Risk: The Biggest Real Retirement Risk You Haven’t Covered

This isn’t our parents’ or grandparents’ retirement anymore. Just a few decades ago, many retirees enjoyed the full benefits of the “three-legged stool” of retirement provide by guaranteed pension payments, savings, and Social Security.

The Humorous Side of Retirement – Part 2

It's my belief that humor can be motivating, draws us together, and allows us to view our lives from another's perspective. I hope you enjoy this assortment of quotes relative to how others have viewed being retired.

“Two weeks is about the ideal length of time to be retired.” – Alex Comfort

Strong Dollar- What's That?

image by Omer Wazir Keith Klein


You may have heard that the dollar is “strong” right now. You may have also heard that a strong dollar amounts to a headwind against commodities and stocks.

The Humorous Side of Retirement


It's my belief that humor can be motivating, draws us together, and allows us to view our lives from another's perspective. I hope you enjoy this assortment of quotes relative to how others have viewed retirement.

“The best time to start thinking about your retirement is before the boss does.” - Anonymous

Using Life Insurance to Maximize Pension Options

One of the most fundamental tenets of financial planning we faithfully apply in our work with our clients is to Plan for the Expected, and Prepare for the Unexpected. Our many years in practice have provided us with continuous reminders that life-unexpected happens with the potential to derail the best laid plans for the expected.

Will You Outlive Your Income? How to be Certain You Won’t

While our extended longevity should be greeted with gratitude for the possibility of enjoying a longer life with our grandchildren, many retirees are approaching it with trepidation, wondering if their hard earned assets will be sufficient to fulfill their vision of a good life for the rest of their life – however long it should last.

The One Sure-Fire Way to Know the Best Time to Sell Your Business

When is the best time to sell your business?


In a recent article for Inc. Magazine, 5 Numbers That Can Predict the Perfect Time to Sell Your Company, John Warrillow makes the point that using external, or macroeconomic conditions to gauge the optimal timing of the sale of your business may be a mistake, and he proposes improving five internal metrics in order to maximize the value of your business.

I believe that this article is very valuable not only in terms of helping to determine the optimal time to sell your business, but also to help improve the overall value of your business.

My own Turning Pointe: The need for an independent platform

road.jpgby Keith Klein

In 2011, after more than 15 years as a financial service advisor, I reached my Turning Pointe.  It had become clear to me that the best way to provide unbiased solutions to my clients was to do it from a platform that would always put their needs first.


Why Women Just Might Save the Middle Class

A woman’s role is becoming increasing more important, not just to their families, but to our county as a whole.
Turning Pointe Wealth Mangement understands the needs of successful working women.

Why women just might save the middle class

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  • Think You Know Enough to Retire?

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    by Keith Klein


    Think You're Ready to Retire? Grab a Pencil.

    If you're stumped by basic questions about nest eggs, life expectancy, health care and more, your later years may not be as good as you hope

    This is an excerpt from the Wall Street Journal, By Glenn Ruffenach printed Oct. 25, 2013.  The test here is for general concepts and may not address your specific retirement needs.  Have some fun with this and  see how you do.  I'll be posting the other parts of the quiz each week. Come back and see what the next section is and how you do on it!


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