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?


3 Keys to Building Wealth

3 Keys to Building Wealth




Building true wealth might seem elusive, considering that many of us, who very recently were sitting on large 401k plans and high home equity values, now feel unprepared for retirement. However, wealth creation is still a process grounded in well-established and understandable principles and practices that are the keys to building wealth.

3 Reasons Why Retirement Planning is Different for Women

retirement beach.jpg

by Keith Klein


This isn't our Mother and Grandmother’s retirement anymore. Just a few years ago, many women enjoyed the full benefits of the “three-legged stool” of retirement: guaranteed pension payments, savings, and Social Security payments. Today, that stool is barely standing. Women are especially challenged by the changing landscape of retirement.


Here are the top three ways:

[Audio File] Financial Planning Advice for Parents

Keith Klein offers high quality investment and wealth management tips for parents as he joins Heather Wagenhals, Executive Producer and host of on Libsyn’s Popular Money Show and Season 19 Running with Scissors.

Nest Eggs Cracked For Business Start-Ups

Nest Eggs.jpgby Karen Demasters

More entrepreneurs are turning to their retirement savings for the start-up funds they need to start new businesses, say advisors and facilitators who deal in this market.

A self-directed 401(k) can be used to start any enterprise that qualifies as a business under the IRS code, notes William R. Seagraves, CEO and president of Catchfire Funding in Denver.

“My clients are like myself, they are serial entrepreneurs who want to jump out of the corporate track,” says Seagraves. Catchfire Funding helps arrange the self-directed 401(k) plans for businesses financing.

The trend comes at a time when the U.S. Small Business Administration has cut back on loans, although Seagraves and others say it is too early to tell if the two trends are connected.

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.

6 Tips to Help Jump Start Your Investment Process

calculator_cropped.jpgby Keith Klein

Now that you have set up your budget and family or personal spending plan, it is time to decide what to do with the short term and long term savings that you have created.

Deciding how to best to save your money and what investments will work for you is a difficult process, especially since all investments involve some sort of risk: whether it’s market risk, interest risk, inflation risk liquidity risk, or tax risk.

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